It is believed that the growing competition in the marketplace from the big players have made the concept of entry level CRM possible. With the growing number of players focusing on cloud based solutions and each one of them providing their own particular set of integration options, making it possible for investing and also developing on your solution as results are attained. Those days are gone when 12-24 months before results can be attained.
CRM is considered to be a complete life cycle solution for the management of clients from marketing to after sales support. It is always advised that selecting a cloud based solution is the best option as one pays only the ongoing license fees based on the usage and also have no upfront hardware costs to take care.
The below mentioned functionality that needs to be considered before implementation. The main idea is to provide a time based solution that comprises of the important stakeholders to make the solution workable within a time span of one week.
Sales Automation –
- Account, contact, opportunity and activities
- Basic workflow
- Customization of objects and fields
- Data mapping, transformation, migration and also data validation
- Notes and attachments
- Lead management, routing and assignments
- Email templates and also tracking
- Analytics, reports and dashboards
- Product features
The whole solution can be implemented within a time span of five days approximately
Day 1: Starting and also carrying out analysis comprising of a design workshop
Day 2 and 3: Configuring and review – prototype a solution on the basis of the design workshop for quick feedback, permitting time for minor alterations.
Day 4: Data Migration
Day 5: User training and wrap up
It is always a better idea to opt for usable software that permits strengthening of staff efficiency for the enhancement of customer life cycle.