When is the Best Time to Upgrade your CRM System??

If you’re a business owner or an executive,

you know that certain processes work for an

extended period of time while others need

constant upgrading.

If you’re a business owner or an executive,

you know that certain processes work for an

extended period of time while others need

constant upgrading.

Same goes for CRM systems.

It’s crucial to evaluate your current CRM

program because this directly affects your

customers.

It’s crucial to evaluate your current CRM

program because this directly affects your

customers.

It helps you respond to client concerns more efficiently.

To help you determine the best time for a

system upgrade,

To help you determine the best time for a

system upgrade,

you need to answer these four questions related to your CRM.

IS YOUR SYSTEM GENERATING REVENUE??

CRM efforts cost money. If your program

does not help you generate revenue, then

it’s time to look for other platforms that will

allow you to do so.

If you’re paying for the system that doesn’t

show you anything substantial about your

earnings and efforts then it’s not giving you

the full benefits you need.

IS YOUR SYSTEM EFFICIENT??

It’s important that your CRM program can be

integrated with Microsoft programs because,

well, they just make life easier! It should go

seamlessly with Outlook, Excel, and Word.

In addition, the report should be

customizable so that management can

make accurate assessments of the program.

IS YOUR SYSTEM ACCESSIBLE??

If your system can only be accessed via

desktop in your office, then you need to

upgrade it to give way to a more mobile

access.

Integrate mobile applications that allow you

to access your system using your smartphone

or tablet to streamline your processes.

IS YOUR SYSTEM ADAPTABLE??

It all boils down to having an architecture

that works well in different programs. For

example, Windows-based CRM systems run

on .NET framework.

Look for stability and flexibility in your system.

The more pliant your program is, the easier it

will be for you to make upgrades and other

internal changes.

Utilize these questions to closely evaluate your current system.

At the end of the day, you would want a system that not only benefits your

customers

At the end of the day, you would want a system that not only benefits your

customers

But your company as well

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Back Office Serviceshttp://www.spi-global.com/crm/our-services/back-office-fullfillment