Out of the box CRM software works for some companies, but others require customization in order to conduct business as usual. Which category do you fall under? Well there are a few questions you should ask yourself to find the answer to that main question.
- First of all, exactly what do you need your CRM software to do? Will it be the one and only system in place at your company? If so, then simple may be better for you. Out of the box CRM can help you manage your customer base, projects, sales and even help with marketing efforts. But if you already have a few systems in place, such as for your financials or inventory management, you may need to look at customizing your CRM software so it seamlessly integrates with what you already have in place. If you have disparate systems, this can cause confusion and a lot of headaches down the road. The more data you place in each system, the harder it is to maintain a real-time and accurate view of your company information.
- Secondly, how will you use your CRM software? Are your employees remote and then require remote access? Or are you a stationary company that simply accesses CRM in house and nothing more. Deployment options of CRM Software have really skyrocketed the past few years, such as CRM Online, CRM On-premise, Partner hosted and so on.
These two simple questions should get you started to find out whether simple is better for your company. If you need assistance in figuring out the right path for you, contact us at PANGEA Business Solutions. We utilize Warehouse Management System and Microsoft Dynamics® GP & CRM to control inventory, manage accounting functions and customer relations.
By Alexandra Gonzalez with PANGEA Business Solutions, Microsoft Dynamics Partner out of Florida