Beringer Associates Technology Blog

When it comes to CRM selection, think of your immediate needs

There’s no need to make selecting a CRM solution complicated. Chances are, there are elements of your business that can be improved drastically by the right system. Focusing on those elements and your own unique requirements can improve your experience with this technology. In the distribution industry, for instance, you may be struggling with determining the profitability of each customer. Another common area is fostering communication between inside and outside sales teams.

 

Seizing the advantages
Selecting technology based on highly technical feature descriptions is not the optimal way to purchase business software. Instead, it’s best to think about the deficiencies in current processes, especially those that have to do with communication, and how technology could support clear communication. Having a new and clear way to view and organize information about clients could bring a refreshed energy to sales and customer service departments. The key consideration is ensuring that these requirements are met.

 

Distribution sales departments, at their best, work as cohesive units, sharing information and chasing the same goals. Getting closer to this ideal situation could be a powerful CRM justification. With no central framework in place, each sales representative can become his or her own information island. Freeing that information and making it useful to other members of the team can be a leading objective when deciding on a CRM deployment strategy.

 

Not only can sales representatives become detached from one another, they can lose touch with inside sales departments. This means that internal employees will have to start fresh in their dealings with clients, not knowing the situation and requiring time to get back up to speed. This is another gap  a CRM implementation can help resolve by have a central data repository that all of your staff, outside sales, inside sales and marketing can access easily, from anywhere, anytime.

 

CRM strategy considerations
Ensuring that you select a product that will meld seamlessly with your operations could be a turning point for business efficiency. Fortunately, you don’t have to go into this process alone. Working with a CRM consultant, such as Beringer, can reconcile the needs of the office with the solutions that are available today. Breaking down silos between units that should be working together is a powerful goal for businesses in distribution and beyond. If you find that your employees are operating in their own environments instead of contributing to a greater cause, it could be time to call Beringer.

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