At Synergy Technology we have been providing CRM solutions to businesses for over 25 years. Working with clients who are new to CRM is always a rewarding experience. Time and again, we’ve seen the transformative effect that a good CRM solution can have.
The improvements in customer service, retention and team productivity when moving to a CRM solution for the first time, or having a truly optimised system, can be transformative, and it’s truly awe-inspiring to be part of that process.
For over 25 years we have done nothing but live and breathe CRM. There’s nothing we like more than working with clients to define their needs to develop a solution that makes sense to their goals and budget.
While CRM should have an immediately positive impact, the best solutions are built with the future in mind. No one wants to invest in a CRM system which is under-utilised or obsolete within months. Neither do you want to have to swap and change technologies as your requirements change.
That’s why our approach is all about long-term thinking. It’s rewarding to partner with clients ongoing to ensure their CRM solution remains fit for purpose as their business grows.
We appreciate that it’s a big step to invest in a CRM solution for the first time, so we have created this guide to guide you through the process.
In this guide we cover:
- What is a CRM solution, and why would I need one?
- What are the key benefits to your business?
Defining Your Needs
- What do you need from your CRM system?
- Defining your objectives.
- Defining which business functions will be included.
- Defining what software functionality needs to be included.
Costing your project
- Factors that will affect the costs of your CRM solution.
- Cost Stages.
- Revenue and Cost Impacts.
- Proof of concept
- Implementation & delivery
Want more information about getting started with CRM?
Synergy Technology is proud to be a Microsoft Gold Partner, as well as a partner of Pegasus Opera and SuperOffice CRM and to offer Microsoft Dynamics 365 Sales, Customer Service and Business Central solutions across the UK. We also offer integration with a number of other platforms. Find out more by visiting our add-ons and integrations page, call us today on 0345 456 0050 or visit our contact page to send us an email.
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