A CRM should fit your business, not the other way around.
Customer Relationship Management (CRM) systems come in many shapes and sizes – and they had better, because your organization doesn’t run just like every other. Even though CRM systems are everywhere, making sure you have one that fits your business can be challenging.
There are a number of factors that Plaidypus uses to help find the CRM that is right for you:
- What processes are you trying to fold into your CRM? While sales & marketing processes are the most common, note that a well-oiled CRM strategy extends these processes to both Accounting and Operational needs of your business.
- What is your budget? CRM solutions range widely not only by cost/user, but also how much work it takes to configure and customize.
- Do you need your CRM to work with existing systems? It is important to identify any existing software in your organization that data will need to flow between. It will help to identify CRM systems that may already integrate.
- Do you need to migrate data from another system? How easy will it be to populate a new CRM with your existing data?
- Is there a good CRM solution out there for your industry already and can it adapt to your business?
“A properly implemented CRM solution can yield an ROI of $2.50 to $5.60 for every dollar invested.”SOURCE: 2019 Inc Magazine Article
Just like many of the projects that Plaidypus does, CRM implementations start with Intake. This is our opportunity to learn about your business, and most importantly, how you run it. Once we know what you are trying to do and where you want to go, we can make the appropriate recommendations. This part of the process is critical to not only determining which CRM might be best for you, but also making sure we have a documented account of your processes.
If you are looking to extend your CRM beyond it’s current capabilities, Plaidypus is adept at getting various pieces of software to talk to one another. We have extended CRM’s to mobile apps and to other pieces of software like: Quickbooks, Stripe and even custom solutions. Just because your CRM doesn’t do something you need, it doesn’t mean we can’t help you get there.
Highly Recommended! The Plaidypus team made the process of creating a rideshare app very smooth.Chris Parker, Owner - Tuk Tuk Naperville
Plaidypus understands our business and take the time to get to know us and work hard to make the projects right – and affordably on-time.John Reitz - Links Technology