Cut Software Costs and Improve Business Efficiency

by Lydia Teffera on January 7, 2014

A month ago I had the opportunity to sit in on our VP of Products and Technology, Bill Harrison’s webcast: How to Make Your Business More Efficient and Cut Down Software Costs. In this webcast, I was able to learn how companies should accurately address and organize CRM objectives to optimize their sales, efficiency and growth. Whether they are small startup just taking off or are a larger company trying to revamp and reorganize their current CRM system, there are steps they can take to accurately address their system needs, while saving money simultaneously.

When first sitting down and looking at the blueprints of any company’s CRM, Bill said that you want to first look at these three major areas:

  • Accounting
  • Storing Customer Information
  • System Cost vs. System Size

Once you have realized that these areas must be addressed, you have to ask yourself a set of questions to help you organize the different steps you must take to successfully satisfy these three major areas.

1. Where am I today?

2. Where is my greatest pain?

Is it with the cost of implementing or revamping a new system?

3. How can I prioritize and quantify?

How can I prioritize each step in order to make logical and quantifiable decisions?

Bill also discussed how W-Systems recently worked on a project with an e-commerce company where their CRM issues were not so apparent. The company came to W-Systems because they were experiencing a lot of growth and were tired of spending too much time and money trying to support it. To help organize the issues at hand, W-Systems sat down with them and asked them these questions. Once the evident problems were outlined and organized, we were then able to start the process of creating solutions to help resolve them.

Overall, companies need to focus on creating CRM solutions for today and on solutions that can continuously support and sustain the company’s potential growth in the future. It can be difficult figuring out what software to implement, whether to switch CRMs or even how to upgrade your current system. When figuring out what to do with a new or old CRM system, keep these objectives in mind:

  • Focus on Flexibility From the Beginning:  Even if a software may be expensive, it may be worth implementing or upgrading now rather than paying for adjustments and issues in the future.
  • Keep Your End Vision in Mind: Pick a software with tools that will be able to do things you may want in the future.
  • Build a Roadmap: Create a vision of where you are today to where you want to be in the future. If you do this now you can outline your goals and options to better avert risks you may face.

Bill also mentioned how important it is to get real feedback from all members of your team.

“I would suggest that you sit down with your organization and just draw up the different areas that are both useful and that need more work. This way you can get real feedback from your team members that know your CRM,” said Bill.

It can be hard to decide which route to take when implementing or upgrading your CRM system. But you want to think of your company’s future and how you can make your team more efficient. Saving money is definitely important and helpful, but outlining a process and learning how to organize your efforts to save time, will eventually save you more money in the long run. If you would like more information about CRM implementation or anything from Bill’s webcast, contact us today.

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PRODUCT: SugarCRM

AUDIENCES: Administrators End Users