A flexible CRM – Fitting your business today and tomorrow

flexible CRM

This blog looks at the importance of selecting a flexible CRM solution that i easy to change and iterate over time, in line with your businesses changing needs.

Any new software brings new benefits, but it can also bring new inconveniences. If the new software forces you to change the way you work to fit the software, this is not good. In addition to being disruptive, if rigid new software is “imposed” on your employees, this can breed resentment against the new tools and hinder user adoption. With CRM, where success is closely tied to user receptivity, this can present a significant obstacle. That is why flexible CRM’s that are easy to iterate in line with your changing business are critical.

Furthermore, your business processes have often been built up over years of experience and have been honed and refined over time—in many cases, they are part of your competitive differentiation. In this light, changing the way you work to fit a software system is not just a nuisance—it can be seriously detrimental to your operations.

Flexible CRM’s needs to work the way you do

Flexible CRM software needs to work the way you do—the way your employees work and the way your business operates—without changing the processes that make you unique. Your employees should have access to all the customer data they require, whenever they require it, and in their preferred view—and it should make it easier to do their jobs. While CRM may bring about process refinements and new efficiencies, it should still mould to the unique characteristics of your business processes.

Flexible CRM’s support flexible business processes

Business processes, however, are not static. In fact, a company’s ability to reconfigure processes quickly in reaction to changing needs, priorities, and external factors can produce a significant competitive advantage. A flexible CRM solution built on a flexible technology platform can easily be modified to suit your current workflows and business needs, while also providing the flexibility to respond quickly to future events and evolving demands. By prioritizing flexibility in your software selection, you can support a more adaptive, agile enterprise.

Deploying the right CRM solution should enable you to bring all of your existing, time-proven customer-facing processes and procedures under the umbrella of a single. This includes lead management through to quotation and contract generation, the sales and customer service processes. Integrated system should make your processes and business more adaptable, not rigid.

How ProAptivity can help with your flexible CRM deployment

A CRM system benefits an organisation through the visibility. This visibility is fundamental to managing all aspects of the organisation from sales performance to providing business insights.. This visibility enables management to understand why, when, who and how opportunities are being won, stalled, or being lost.  If it cannot be monitored, it cannot be managed. The visibility offered within the CRM system also allows management to make educated business decisions based on hard data. A CRM system will enable structured data to be used to access performance. This assessment should indicate which sales person is out performing others.

ProAptivity are an independent CRM solutions provider with over 30 years experience in helping clients successfully onboard user-customisable CRM solutions. We focus on the implementation, training, and support of highly customised CRM software solutions. Our CRM software supported by our training provide customers with the tools needed to deliver successful business process management.

Fundamentally, we help organisations embed CRM best practice throughout their organisation. This helps organisations become more competitive, customer focused and ultimately more profitable.

If you need help in understanding why my business needs CRM, maybe some of our video’s or  eBooks could help! Alternatively visit Maximizer CRM for more information. You can contact us today on 0330 223 6362 or via email at  info@proaptivity.com. Contact us today for a free CRM consultation that will assess if your business is CRM ready.

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