We can advise you regarding the selection of a CRM solution. Some of the questions our customers ask before purchasing a CRM solution include:
- We need a CRM solution but we’re not sure which one to purchase. Can you help?
- How do some of our users access remotely? We have X users who need to access via the web. How do we control what data each user can access?
- We purchase lists and need to import them regularly or need to refresh some data regularly. Can this be done?
- How do we create Dashboards for our managers?
Customization and implementation are KEY to the success of your CRM project. Here are some of the challenges we have helped our customers meet:
- We own ACT or another product but haven’t deployed.
- We only use 10 (or fill in the blank) % of the features in our CRM tool.
- We’d like to get a handle on our sales funnel/ leads/ prospecting activity/pipeline.
- We have lots of data but no good reports.
- We should be emailing our prospects/ customer base/ some set of contacts regularly.
- We email regularly but we have no idea whether our prospects and customers read our mail.
- Some of our users need data available on their Blackberry or other devices.
- Surveys would tell us a lot about our customers but we don’t know how/have enough time
- We deployed our CRM tool x years ago and no one is using it because it doesn’t fit the way we do business.
- The boss needs to know…
- We need some help getting going….
Sound familiar? Since 1994 we have been helping customers large and small build more profitable customer relationships. Please call us at 203-323-0662.
