- CRM system. Selection and setup. General information.
- CRM system. Client category 1. Continuation.
This category of entrepreneurs understands that it is necessary to put current chaos in order. Moreover, they are already tired of hearing different things each time during business meetings and seeing the figures only in Excel, which can be easily changed. Here people seriously consider a systematization of business processes, but do not always know how to make it more efficient. Often, they just look for a programmer who has small experience in development, but costs little. He, for sure, does not understand anything in a client’s business and is not even planning to start understanding. He is like a migrant construction worker; he was told he did, however there is no one in the company who can do a taskmaster job; an entrepreneur has different functions.
So, we wanted to build a beautiful and usable house, but as a result we have a barn which is scary even to enter. This is a destiny of those who decided to do “for a song.” As a result, we wasted money and need to visit more expensive specialists who not only understands development, but also have knowledge in business processes and know how to integrate them with CRM and ERP systems.
Of course in the beginning it will be more expensive, but this is like driving a new Lexus or 15-year old Russian Lada which, by the way, also has 4 wheels.
Those who understand that a greedy one pays twice or even three times more, eventually win because having paid big money initially, they receive, as outcome, not only a software solution, but an orderly business process which eventually brings to optimization the people’s work and provides much higher earnings and company’s revenue. To those who do not have a CRM system, we always recommend manually calculating the purchase funnel, and if they start saying something like “approximately plus minus”, then obviously this is like measuring “a temperature in the cosmos”, i.e. absence of any figures.
An important aspect is employees’ adaptation to a new CRM system. There is a statistic that 10% of people who are obliged to switch to a new CRM system leave their company. You have to be ready for that. The reason is not the issue with the new system, but slovenliness and theft of people.