“If it ain’t broke, don’t fix it.” That is a mantra repeated throughout generations and it stands true… mostly.
There are better ways to do some things without trying to reinvent the wheel. New sales styles, new products, and new tools all come with the advent of technology and the advancement of civilization.
Along with the advancements, comes the need to stay competitive. You can stay successful doing what you have always done, but carving out a few hours here and there no doubt makes for more money in your pocket.
Using Custom CRM Software To Trim Fat
Using customizable CRM software can gain those small bits for you and streamline some processes. Look at it this way: You aren’t dumping the process you had before; you are putting it into a place that is more readily accessible and streamlining it. Welcome to 2013.
Think carefully about this. You are about to make a big business decision. You are going to take your company electronic. This is not a decision to take lightly.
You need to consider, who do I have working for me that will use the system? How techs savvy are my employees? Besides a central storage for customer information, what else do you want to get out of your CRM?
Staying in Control
A custom CRM solution puts you in control. The downside to some solutions is that they are built around someone else’s process. If you want to use it, you need to re-learn the way you do business.
But what if the way you do business now isn’t broken? With custom CRM solutions, you can keep the processes that you’ve perfected with years of experience, trial and error. If you have a short sales cycle, there is no need to jump to Dante’s 9th inferno to put something in the system. You probably aren’t now. If you have a longer sales cycle, you may just put something into a random calendar, and are hoping you remember it later.
With a system that you can tailor to your needs, you can decide how to log information. Going electronic has it’s advantages. It brings accountability. Time and Date stamped notes and actions will allow you to self-manage and manage others.
The great thing is, YOU decide what is important. Have a policy where customers are contacted 1, 2, or 3 times? Custom CRM solutions are perfect for that. You decide how they work.
Electronic storage keeps you organized. Email notifications keep your tasks on track. Reporting helps you figure out what is important to you. Data and metrics are the key to finding solutions to the problems. If you have a bottle neck, a CRM can help you find it. That means you can address and fix things sooner.
But is it Worth it?
The scary thing for most people that aren’t in the cloud or who haven’t gone electronic yet, are the unknowns. When someone brings up “custom CRM software,” most people are thinking that it would be totally cost prohibitive.
Not so. In fact, it is so affordable and so effective that the ROI, if it is used correctly, can be almost immediate. It can, in fact, make you money.
JobNimbus was designed with the user in mind. The options available are all changeable, and it is a simple process. You should never have to pay thousands of dollars, and take your employees from their work for days to train them on a system.
The core philosophy of our company is to give you a tool that allows you to work within your programs and processes, and to do it affordably.