This past Spring, I traveled to San Diego and had a surprising hotel experience. Throughout my stay, I received periodic automated text messages from hotel staff checking in on my comfort, asking if I needed anything, and relaying important information like breakfast times, cocktail hours, etc. I’d never experienced this type of interactive experience at a hotel before. As someone who works for a software consulting company, I realized they must be using an integrated platform like hospitality CRM to trigger these communications and keep track the customer information that aligns with each touchpoint.
Did you know 52% of field service companies still coordinate work and perform functions manually? That’s a scary number considering 76% of field service providers are struggling to achieve revenue growth. It’s a multi-billion dollar industry – estimated to be worth $4.45 billion by 2022 – and the competition is fierce. Field service technicians are an important lifeline to revenue growth, and their access to information is directly related to the productivity and customer satisfaction that boost that growth. So, how can these talented technicians do more, do it faster, and do it better? Automated field service solutions are a great start.
Why CRM? What does it do and why do businesses choose to implement it? Customer Relationship Management (CRM) is a holistic approach to managing a business’s interactions with current and potential customers. In principle, it uses your data to help you improve customer relationships, streamline processes, and increase profitability. Read on to learn who CRM is for, what it can do, and why it matters.
Congratulations, your company decided to either implement a CRM or switch CRMs! An important step in the process is interviewing potential CRM consulting firms to determine which one will bring the most value to your company. Here are some questions to guide your search for the best CRM consultant.
1. How long have they been in business?
A company that's been in business longer has an established clientele, knows their CRMs, and has proven results. The number of years in business isn't the "be-all, end-all" of a CRM consulting relationship, but generally speaking, if they are more experienced, they'll have the time-tested strategies and troubleshooting foresight to avoid major implementation roadblocks.
Old MacDonald had a farm…and it was full of potential profits…but his outdated systems kept him from discovering them. My spin on the classic childrens song may not have the bouncy rhythms of the original, but it has some truth. The agriculture industry has done a wonderful job of adopting equipment technology like combines and harvesters to automate tasks in the field, but when it comes to data, it’s an industry that still finds itself falling behind. Technology Advisors is looking to change that.
I recently wrote a guest post for our friends at Tenfold. In it, I describe 5 things you need to know before implementing CRM. In the frenzy of your CRM search, it's easy to overlook these key elements. A few highlights from my post are below. To read the full article, please visit Tenfold's blog at this link!
Which CRM requirements are crucial for sales management? Keep these categories in mind as you analyze the sales management capabilities of a CRM system.
Traditional CRM systems are born data-driven. The user enters information into standard modules that represent data types like accounts, leads, or opportunities, and then figures out the necessary processes later. However, process-driven CRM, while lesser-known, is starting to gain traction in the market; and if the theories it’s based on are correct, the future of CRM could see a great demand for it.
If you’ve never used Customer Relationship Management software before (CRM) it might be a little scary to start looking for one. How do you even know what to look for? Maybe you know the goals your company wants to reach but are unsure which CRM features would achieve them. You don’t have to have all the answers going in; just enough to narrow down your options to a general outline. Once you’ve done that, your customer service representative will help you narrow it even further through more detailed analysis. For now, here are a few questions to consider as you begin your search:
Back in April I wrote a handful of blogs about CRM Selection and things to consider when going through the process. On top of all those things you need to sit down and think about/analyze, you need to look at several different CRM solutions to determine which one meets all of your needs. Likely there will be some that you can immediately toss out and a handful that will make it to your final round.