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5 Signs You Need a CRM Solution

February 23rd, 2013

Streamlining business operations through automation is a smart move for businesses of all sizes. Business automation has been proven to produce a number of benefits for all different types of businesses:

– More efficient use of employee time
– Better customer service, satisfaction, and retention
– The need for fewer employees, or the ability to manage more clients/customers
– More office space because automation eliminates the need for paper record keeping
– Eliminates time spent on double data entry
– Eliminates duplicate invoices and payments, as well as late invoice payments
– Decreased marketing costs
– Increased revenues

Business automation is done through a software management system, and CRM software—customer relationship management software—is specifically designed to achieve the above goals by streamlining internal and external communications among a business’s employees and between employees and their customers/clients.

There are a lot of customer relationship management software systems available, and there are also a lot of different types of businesses and business models out there, ranging from sales-force based corporations to small businesses and nonprofit organizations. All types of businesses can benefit from adopting a CRM approach to business, because all businesses rely on customers/clients in order to produce revenues.

With hundreds of different types of CRM software and thousands of different types of businesses out there, how do you match your unique business to the right CRM software package?

The answer: you don’t.

CRM software developers like Productive Computing specialize in creating custom software automation systems—based on the CRM business model of using technology to streamline and improve customer relationships and communications—that are tailored to your business’s individual needs and challenges. And one of the best things about custom-designed software is that it can continue to be modified as your business changes, to best suit its current needs.

How do you know if your business is ready for CRM software and business automation?

There are a number of signs that a business will benefit from adopting the CRM software model as their business management system, but one surefire clue is when your current use of technology is hurting your company more than it’s helping it.

For example, mobile devices can really enhance a business’s internal organization and its communications with clients/customers, but these mobile devices can start to cost a company valuable money in the form of time when they create the need for double data entry because they don’t automatically communicate with the rest of the company’s operating systems.

The answer isn’t to switch your entire office over to Mac OS so your iPads automatically update shared computer applications back at the office. A more practical and feasible answer is to install software that uses a customizable automation system like FileMaker Pro to streamline all operating systems and applications into one system that’s customized specifically to your business and operations.

If your business is experiencing any of the following signs and symptoms, your operations will benefit from adopting a CRM business software solution.

Your employees are spending time on double data entry, or you are wasting time trying to find information located in multiple applications such as Word, Excel, Outlook, iCal, or QuickBooks.

Using a custom designed CRM software solution means that all computer and device applications, regardless of the operating system they’re running on, filter into a single user-friendly interface with streamlined communication that’s easy for both technology-savvy and technology-challenged employees to use.

Your current software management system is difficult to use, confusing to new employees, and/or has multiple features that you never use, possibly because you don’t understand how to use them.

A system that isn’t user-friendly is costing your business money in the form of wasted time. A system with features you don’t use, regardless of whether you understand how to use them or not, isn’t right for your business because it’s not tailored to its unique needs.

Your current CRM software solution isn’t meeting your company’s needs.

If your current management software isn’t streamlining your business the way you hoped it would, you need a customized solution. A CRM software developer can often modify and customize your existing system so your company doesn’t have to start over with a whole new management system.

Your current automation system, CRM or otherwise, can’t be modified to fit changes within your company, or the software is outdated and no longer supported by the developer.

One-size-fits-all business management software solutions aren’t really solutions at all. A custom-designed software and database system always works for your company because it can be modified when it’s no longer getting the job done to its fullest potential.

Your business isn’t operating on an automated system.

Automating your business management system, company operations, and customer/client communications saves time, helps employees function at a higher capacity, and improves client/customer relations, satisfaction, and retention, all of which lead to increased sales and higher revenues.

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