Customer Relationship Management (CRM)

Sales Management Software or Customer Relationship Management (CRM)

I have a Sales Management Software package or CRM package but I don’t think I am not using it to it’s full potential:

I have used a Sales Management Software solution and am looking to implement a new System or CRM package:

I do not have a Sales Management System at present I need more help:

I have a Sales Management Software package or CRM package but I don’t think I am using it to it’s full potential:

It happens that CRM companies sell you a vanilla package and change your business processes to fit there model or fail to look at the long term goals of the business. Inspire can help model CRM to your business.

This can include:

  • Document business processes and define bottlenecks and dead-ends.
  • Identify business processes that can be automated and create workflow rules.
  • For each workflow rule, define the scope, the trigger and the action
  • Collect data and items needed for the configuration.
  • Document the processes that need to be customized in the CRM software.
  • Document the information that you will need in reports and their format.

For a FREE no obligation assessment or more information on how we may be able to help you utilise your existing CRM please Contact us – 07447 482 504.

I do not have a Sales Management System at present I need more help:

How can CRM (Customer Relationship Management) help my business?

CRM can help almost any business that needs to maintain a relationship with one or more groups of people.   The most obvious use of CRM is in a sales situation, either business-to-business or business-to-consumer.  CRM can also be used where other relationships need to be managed such as donors, contributors, or members.

So how can CRM help your business?

Do you want to grow your business?

Do you want more customers or more sales?

Do you want to be able to provide a better level of customer service?

Do you want your customers to be more loyal to you?

Do you want your customer to always think of you when they have an opportunity to refer business?

Do you want your current customers to purchase more products, more often?

Do you want to make sure that everything that needs to take place does, and nothing falls through the cracks?

Do you want an increased number of sales opportunities and make sure that all of your sales opportunities are followed through to completion?

Are you in a competitive industry and want to stay ahead of your competition?

These are some of the questions to ask yourself and if the answer is “yes” then CRM can definitely help your business.

Inspire sales will work with you to progress through your sales function incorporating CRM. This will ensure that we understand your business requirements and help to choose the right CRM package to match your business needs.

However our services do not stop there, we help develop the strategy and then stay around to help implement the strategy including development and role out of the CRM package.

Inspire is completely independent and therefore offer a number of CRM systems, as with all of our products and services we’ll assess your business requirements and advise you on the best product.

For a FREE no obligation assessment or for more information on CRM please Contact us – 07447 482 504

I have used a Sales Management Software solution and am looking to implement a new System or CRM package:

The Inspire Sales process to sourcing and implementing a new CRM package:

Build a team

In all but the smallest companies, CRM is a group effort. Once you decide CRM is right for your organization, the next step is to assemble a team to handle implementing it.

Ensure the whole company is represented and that a Project Manager or Sponsor is elected.

Start-up meeting:

The most important is probably defining the roles of team members and various company departments.

The second most important outcome should be the initial timetable and milestones for the CRM

implementation. This stage should include a communications and training plan describing how you’re going to get everyone in the company behind the CRM effort and how you’ll train the various participants on the system.

Develop requirements.

One of the earliest jobs of the CRM-implementation team is to develop the requirements for your CRM effort. What do you want it to do for your company? What are the strategic goals you want CRM to support? With which other parts of the company will CRM interface?

Emphasize functions, not features. Concentrate on what you want done, not how to do it. The “how” is strongly influenced by the CRM product you choose, and specifying it too quickly may inadvertently lock you into a product that doesn’t best meet your needs.

Select a CRM

Once you have developed your requirements produce a RFQ (request to quote) for CRM Vendors. This will enable you to assess how each Vendor meets your requirements.

Engaging professional services.

Professional services are a paradox. On one hand, the earlier in the process you hook up with someone to guide you, the better off you are. On the other hand, consultants and VARs (value-added resellers) are no more individual than CRM software. Until you’ve narrowed down your choice of CRM product, it’s hard to get the right professional consultant.

Modeling CRM to your business

Document business processes and define bottlenecks and dead-ends.

Identify business processes that can be automated and create workflow rules.

For each workflow rule, define the scope, the trigger and the action

Collect data and items needed for the configuration.

Document the processes that need to be customized in the CRM software.

Document the information that you will need in reports and their format.

Validate the reports with the unit managers

Training

This speaks for itself however always allow sufficient resource for training.

Desktop and system integration (Microsoft Outlook and other corporate applications)

This is a job for your IT staff whether outsourced or internal. Usually, they start planning the integration early in the process and begin the actual integration as soon as you’ve installed the CRM package. The process still isn’t as easy as everyone would like, make sure you are kept updated.

Importing your data

Take advantage of the opportunity to thoroughly clean the data before importing it. Again involve your IT Team.

Testing and piloting your implementation.

Making sure everything works in the real world is one of the most important, and most often ignored, steps in the entire CRM rollout. Don’t inflict your new CRM system on your customers and staff until you’re absolutely sure everything works and all the holes have been plugged prior to launch.

Your sales team are going to need to be convinced the harder it is when launched the quicker the excuses for not using the system will be.

Inspire is completely independent and therefore offer a number of CRM systems, as with all of our products and services we’ll assess your business requirements and advise you on the best product.

For a FREE no obligation assessment or for more information on CRM packages available please Contact us – 07447 482 504