Either they are using an ancient version with limited capability or they still rely on paper based processes.
Some have invested bulk money in full ERP solution with supply chain, finance and human resource automation, but have never integrated a front-end sales and marketing solution.
Competition in general and from Microsoft, and SalesForce in particular, have made entry level CRM possible for all size businesses and departments.
With all players focused on cloud based solutions and each offering their own set of integration options, there are many ways to spend very little money to get started, making it possible to invest and build on your solution as results are gained.
Gone are the days of a 12 or 24 month implementation plan before results can be gained.
CRM is intended to be a full lifecycle solution for managing customers from marketing to after sales support.
The below is a sample sales solution that can broadly be implemented within five days and cost you less than $10,000.
This gives you a foundation to build onto. If you select a cloud based solution, you only pay on-going license fees based on usage and have no upfront hardware costs.
The functionality below represents some of the areas you can consider implementing for under $10,000.
Costs are kept in check by “time-boxing” the solution. The idea is to offer a time based solution that involves the key stakeholders to get a solution going within a week.
Sales automation:
Account, contact, opportunity and activities. Basic workflow. Customisation of Objects and Fields. Data mapping, transformation, migration and data validation. Notes and Attachments. Lead Management, Routing and Assignments. E-mail templates and tracking. Analytics, reports and dashboards. Product catalogue. End user training.
Note there are many areas not included in the above, such as territory management, full lifecycle management, contract management, customer portals, service dashboards, etc., but the above is more than enough to improve your business and establish a foundation for the future. The five days roughly include:
Day 1: Initiation and analysis including a design workshop.
Day 2 & 3: Configuration and review - prototyping a solution based on design workshop for immediate feedback, allowing time for minor changes.
Day 4: Data migration.
Day 5: Training and wrap-up.
We are not promising a perfect solution, but instead usable software that allows room to maximum staff efficiency in rolling out a foundational improvement to managing your client lifecycle. Give your local technology partner a ring for more information.
See our website for more: www.EmpowerIT.com.au or www.EmpowerCS.com.au
Dexter Duncan is a Manager at Empower IT Solutions. Contact Dexter at dd@EmpowerIT.com.au
References:
1 Image called How CRM works is from one of the web based providers called Zoho. See www.zoho.com
