CRM refers to the technology a company employs to manage interactions with a customer, capturing key information generated during those engagements. It’s that simple.
So why does it get complicated? And how can we help?
We are often asked to step in and consult on CRM issues, the main three being:
- A CRM platform that’s not delivering as there’s low user adoption.
- A CRM platform that you have been over-sold and you are tied in.
- A CRM platform that you have outgrown, which is now hindering your company’s growth.
We will act as independent consultants in these Project Rescuescenario’s, as we have experience of all the major platforms on the market – so we will understand your dilemma. Often by just reconfiguring the platform you have; you’ll find immediate benefits and processes will be simplified.
If you have been over-sold, we can act as your trusted advisor to procure a possible solution, with the provider; or taper the offering so it sits more in-line with what you need until the subscription runs out. We also offer CTO as a service for enterprise businesses.
(Note here that Microsoft Dynamics 365 Licenses can be adjusted on a monthly basis, which could offer you greater flexibility.)
In the past certain CRM platforms have been associated with certain sectors or size of your business, but do they measure up in the digital age? With remote working becoming the new normal they could be letting you down. Using Dynamics 365 as an umbrella over all your legacy systems would procure the answer.
Running a business is hard enough without getting bogged down in a CRM minefield, so if you need help consolidating your thoughts to move forward, please give us a call.