Project Management: Get more done, more accurately, on-time
You've got the right CRM and sales system in place. Your sales team is closing sales and now for some reason service has been suffering. Staff members are overwhelmed, making mistakes, and you're not sure what to do. Just work harder right? This is where an ERP comes into place. It's a way to manage the full line of services, from service/product delivery all the way through customer service.
What is ERP?
Enterprise Resource Planning (ERP) is a platform that allows to you maintain your businesses core processes. If CRM is a way to manage the front-end, top line of your company, then ERP is the back-end bottom line of your company. You need the best of both worlds shaping your business and adapting to changes and new changes within business, economies and technologies.
Who Needs an ERP?
- You have 100's or 1000's of customers or services being provided for clients, and you're not using software
- You manage service delivery in spreadsheets. There's no quicker way to make mistakes.
- You feel you have too many moving parts for a software to fit.
- You feel your business or industry is different and there's no software that will work.
Customizing a CRM for my business
As all businesses are different, so are all CRMs. In today's world, there's no shortage of CRM options to confuse you and complicate things. We like to make things easy and talk in non-tech speak. Here's how we start your CRM process to success.
- Identify what your sales process looks like currently.
- Identify if it's effective and what the targets you're chasing look like
- Identify any integrations you need. After you make the sale, then what?
- Build out your sales funnels and next steps that fit your service and customer base.
Successfully Implementing a CRM
For starters, every business should have a CRM. No matter how big or small, you need to manage contacts and turn them into opportunities. Some options fit smaller companies better where you're just managing a pipeline. For more complex sales organizations, there's more complex CRM's that will check all your boxes.
- You have a team of sales team that has no centralized system to manage leads, opportunities and sales. (see point #2)
- You manage leads in excel. If you manage your sales in spreadsheets, you're going to suffer. No insights or automation makes you behind the curve.
- You don't manage leads or opportunities at all. Structure creates habit. Habit creates success.