CRM SYSTEM CONFIGURATION
Your CRM must align your business needs with your sales force. Choosing the CRM that is right for you allows effective lead and account management. Setting up your system to fit your needs from the beginning is ideal but existing system can always be cleaned up if needed. Once we’ve identified the right system and processes for your team, we will configure the system to perfectly fit the unique needs of your business.
General System & User Setup
Setting up a new system can be overwhelming. It’s best to fill in as much information as possible so you have the most accurate contact and company information. Setting up your users can be tricky in regards to their profiles and role hierarchy. Your system may contain sensitive information, its vital each user only sees what they need to see and what’s not needed can be restricted.
Lead Configuration
We will prepare your leads module for all of your new processes. Ranging from all of the new marketing campaigns, a spreadsheet import and even manual entry. When a new prospect is interested in you, its imperative that you’re in contact as soon as possible. The sooner you reach out and the more calculated your follow-up, will ensure they become a paying customer.
Account & Contact Configuration
Depending on how your organization is structured, you may or may not have a need for the accounts and contacts modules but these two really go hand in hand. If you primary speak on a contact level, its extremely helpful to organize those contacts based on the organization (account) they’re with. We’ll ensure your system is organized and ready to import or migrate your data.
Opportunities (Deals) Configuration
The stages within your sales pipeline can vary depending on your industry, target market and location. You may also have various pipelines within your organization and it can be helpful to segment them for more accurate pipeline reporting. We will ensure the stages of your internal CRM pipeline match your unique business processes and desired workflows are in place.
Cases Configuration
Cases are typically feedback received by customers related to your products or services. This feedback comes from a variety of sources such as e-mail, contact forms and phone calls. It is helpful to associate these cases with your contacts, leads or accounts in your CRM. Your sales team can learn even more about who they’re working with and avoid future customer concerns.
Projects Configuration
A project management platform is not the same as a CRM but they do work very well together. Sometimes you will have projects with your customers that require various milestones and tasks and associating these with your CRM data will ensure nothing slips though the cracks. Integrating this system into your CRM is one less additional platform your team has to use.