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How Do You Scale a Business With CRM Services?

Setting up a proper environment in terms of advanced systems, technologies, processes, partners, and human resources is crucial for a business to grow. When it comes to scaling up a business in this high-tech era to increase revenue, only automation and software setup could be your savior. They help your sales and marketing teams effectively manage customer accounts without substantial investment.  

On that note, implementing the right CRM software into your business systems should be your priority. A CRM (customer relationship management) system is a software tool that helps build great customer relationships by aligning the sales and marketing teams toward one goal. This CRM system captures your customer data, accordingly automates the internal business processes, and simplifies your customer experience. In business terms, you can enjoy faster customer deal closures, enable easy follow-ups, and ensure customer retention.

Discover how Forsys, the leading CRM services provider, implements branded CRM to increase your business performance and scale your business with less effort!

What are the types of CRM tools available?

Today, a lot of CRM tools have bombarded the software market with their unique features, pros, and cons. Check out the list of the best CRM software for the year 2024, released by Forbes.com! 

Salesforce, Zoho, Monday, SAP, Hubspot, Apptivo, Agile CRM, and Freshsales are some of the well-known CRM brands that most businesses rely upon. Did you know? According to Salesforce.com, without a CRM system, nearly 79% of your leads don’t get converted into customers. 

Besides, four major categories of CRM tools exist. Each of them helps your business in different situations, i.e., based on the current business goals or challenges.

  • Operational CRM systems: Streamline your sales and marketing functions to acquire more customers. 
  • Analytical CRM systems: Help your business with complete data on the customer’s journey through your sales funnel. 
  • Collaborative CRM systems: Help larger sales teams collaborate with large customer accounts with facilitated and swift communications. 
  • Strategic CRM systems: Ensure long-term customer engagement with increased loyalty.

How do you scale your startup or business with CRM services?

Step 1

The foremost step to implementing a CRM is to understand your business goals, challenges, and what your customers want. A quality understanding is essential to identifying and integrating the right CRM tool. For example, a business struggling to capture the way a prospect responds to marketing efforts can choose the CRM analytics Salesforce tool.

Step 2

Note down the pain points of the different teams (sales, accounts, marketing, customer service). Knowledge of these teams’ pain points will help with a more customized CRM configuration catering to the needs of each team member. This allows for effective collaboration and coordination among the business teams and processes. 

Step 3

Tag a few tech-savvy human resource professionals as CRM advocates who can better understand the CRM basic concepts and technicalities of its implementation. They can help with identifying the right CRM tool, planning the CRM configuration, and implementing the CRM seamlessly based on the budget allocated.

Sep 4

Based on your current business goals and needs, choose the right CRM platform and the right CRM category. Also, finalize how your business is going to deploy the software—cloud, on-premise, or hybrid deployment. 

Step 5

List out the CRM integration points like marketing campaigns, accounting, ERP applications, HR management systems, customer survey forms, etc. 

Step 6

Perform a demo or trial run to check how easily and feasibly the CRM database gets connected to other data points. After the trial, sort out errors, if any. Then, get ready for the end-to-end CRM implementation into your business functions. 

Step 7

With the help of your CRM advocates and implementation partners, kick-start the data cleanup and data transfer. By the end of this step, your business will be completely integrated with the CRM functions.

Step 8

Now is the time for an important step—monitoring and measuring CRM performance. It involves tracking the key metrics in the key modules and analyzing how every user adopts or uses the CRM functions. The feedback from these analyses and metrics helps improve the current CRM management and paves the way for increased and effective tool usage. As a result, you can increase ROI and build quality customer relationships.  

Success stories with Salesforce CRM services

Implementing Salesforce’s Cloud, CPQ, automation, and other processes has helped businesses boost sales productivity, increase quote accuracy, decrease support costs, etc. Check out their success stories here