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How can CRM software help my organization?

CRM software by itself cannot help your organization improve performance. CRM is a philosophy and a business strategy focused on acquiring, developing and retaining the right customers. There is nothing new or ‘special’ about CRM. It is simply the current term for doing good business, well, and practicing ‘best practice’ business processes.

How much will it cost?

As there is not one fixed price for all CRM solutions, unfortunately there is not one fixed answer. However the things that affect how much your CRM will cost largely boil down to, which software you choose, who will install it and how many licenses or people will need to be using it, together with how much customisation and training you require.

How can we integrate with legacy systems?

Often companies who are thinking about implementing a new CRM system already have a number of financial and contact management databases or spreadsheets that they are already using. In short, many financial systems may have an associated CRM system that will integrate with that package.

Will my sales team be able to download our customer database, and leave the company!?

Many CRM systems have security profiles that enable businesses to prevent their staff from performing certain tasks. For example, if you were worried that a disgruntled employee might want to delete the company database, deletion rights can be removed.

Will my remote/home based workers be able to access the system?

The answer in short is yes, most CRM systems include the option to cater for remote users. However, there are four main ways to do this: Remote web access – this enables your remote worker to go onto the internet and login to your live CRM system from home.