Getting the Most from CRM
Making the decision to implement customer relationship management (CRM) software in your business is a crucial step to improving your sales, marketing, customer service and other customer-related business activities. However, many business owners plunge headfirst into the CRM pool without properly considering the additional costs that will inevitably arise on top of their up-front investment. In fact, many Dynamics consultants would suggest you’ll need to budget anywhere between three or four times the initial cost of software for the ongoing costs down the line. In this article, we’ll take a closer look at what these costs entail.
1. Infrastructure costs
First and foremost, you’ll need to ensure the appropriate infrastructure is in place, including server, laptop, PC and operating system upgrades and replacements. These costs will probably be more pronounced if you’ve implemented an on-site CRM system as opposed to a cloud-based deployment.
Customer relationship management (CRM) software can have huge benefits for your business, helping improve sales, marketing and customer-related activities immeasurably. In this article, we’ll look at six ways to get the most out of your CRM, from effective CRM training to utilising CRM consultants — for example, Dynamics consultants, if you’re using Microsoft Dynamics CRM.
1. Plenty of training
The key is training. While CRM software can have excellent long-term benefits in terms of improving sales, the fact of the matter is that employees will probably be set in their ways. It will take a great deal of training before they get used to the new way of doing things. Without training, employees will not feel comfortable working with the new software, and if they’re not comfortable with the software there’s a good chance they’ll default to the old ways. And remember — the old ways are inefficient and exactly what you’re trying to get away from!