Building a CRM business case
This article is a great read for a business-owners that are considering a CRM purchase. This article provides insight into costs, benefits and strategies that can be employed to purchase a CRM that provide a great financial return and can grow with your business.
- CRM benefits, costs and what it
- Investment returns and rationale
- Strategies that you can growth with.
Why consider a CRM investment?
If your business has clients, transactions and revenue, then you need something to keep track of this important information. Prior to CRM, businesses mostly relied on paper files and someone who could search for information and answer questions. Today, these benefits provide a core capability that can be extended with many powerful features.
Core Benefits
The core features of a CRM system should include the following:
- Maintaining a client database and transaction history
- Providing logon and data security
- Providing a consistent process for data entry
- Basic reporting.
The benefits that these features support include security, data reliability, and consistency of basic reporting.
Adding mobile to the strategy
Mobile can reduce CRM expense by accessing data directly and optimizing CRM seat costs to jobs that need broad access to data. Mobile also drives CRM adoption and satisfaction since the user interface is convenient and efficient – especially for field sales and service workers.
The minimal viable CRM (MV CRM)
This combination of features represents our minimal viable CRM system. This system provides core benefits and with mobile results in the lowest cost configuration based on the net present costs of a CRM system. We consider this alternative an operating necessity and establishes our economic base by which more feature rich options will be judged.
We offer a free 30 minutes strategy session to find out how much your business can save,
click the link below to schedule:
Schedule a free strategy session
To read the full article, please click on the following link: