What’s the best CRM Solution for my type of business?

I get many questions from clients and other consultants who specialize in marketing on what is the best CRM solution for a certain type of business. It always makes me wonder what people are thinking about when they go to find a software solution to help manage, nurture and convert leads to sales.

It should always start at defining the needs of the business first. Are they small or large in size? Can they support taking care and managing the “technical” side of a CRM solution or is a hosted solution off premise a better alternative? Sometimes the answer to this helps reduce the choices right from the start. Most companies today recognize they need to have both solutions so in that case which works best if both options will work?

Typically, the answer may lie in two areas – number of users and cost per user. At some point if I say have 10 users at $35 per month that cost will exceed the cost of having the solution on site that you pay for once. Don’t forget to add on the upgrade and maintenance charges and the ongoing cost of either doing it yourself or having the vendor who sold it to you come back and bill for more. Either way it’s important to sit down and do the math. Sometimes the up-front cost can’t be met and there is no choice. Other times the spend on a monthly basis won’t work but a loan to purchase it outright may. Sometimes it’s based on the “hassle Factor” or having to maintain or support it yourself.

Either way you still have to take care of and nurture the data in the solution. If not the money is wasted. Most clients don’t take the time to define who owns the solution? Who is responsible for defining and managing how the data goes in and what is done on a daily, weekly and monthly basis. How is the data going to be used and are we collecting the information we need to be able to effectively use it? The hard part starts after the purchase. No solution will take care of itself. You can automate the steps and tracks that a new lead or contact should follow but who will setup that path?

Oh so what is the best solution for your type of business? The answer is one that allows you to customize the system so that it meets the needs of your business and can be managed by the current staff you have in place. Most of those give you some capability to modify the fields, screens, views, reports with information specific to your business. If I am a dentist I want to know the date of the last checkup. If I own a salon I want to know what products my customer likes and uses. Information and the way you track it is unique to you and in most cases the reason you want to use a CRM system to help you have better customer interactions resulting in more sales from that customer or prospect.


About e3consulting

Welcome to E3 Consulting. As proven experts implementing the latest CRM, ERP and Accounting Software in the Manufacturing and Distribution industries, we have made it the goal of our business to help our clients obtain the bottom line results their individual companies require. Educate, Enable and Empower For companies in the manufacturing and distribution industries, the ability to simplify their business operations is vital to their ability to succeed. E3 Consulting will provide the consultation; technology and the project management tools that companies need to improve their business processes and their bottom line. What We Do Does your company need a revamp of existing business systems? Do you have a technology project that is going beyond time and over budget? Are your costs out of control and productivity lagging? When you contact E3 Consulting, we take a hard look at the reality of your business operations and break it out into segments, to find out which aspects of your business process workflow need attention and which are working as they should be. It is our intent to look at your operations, your accounting, your workflow and your technology and create a cohesive plan that will have your business running effectively and efficiently. Our Process Every company runs differently, and it is those processes specific to your business combined with your workflow goals that give the staff at E3 Consulting the canvas we need to use our long history of business development, project management and technology to map out the path your company needs to follow to improve your bottom line. Think of your business like a lego block structure. Each block that is missing reduces the stability of your company. We can look at your overall operations and use our knowledge of the marketplace cutting-edge technologies to find the blocks that are missing from your overall business concept. We will introduce the right technology tools to improve your operations, and then continue in a project management position as necessary to ensure ongoing smooth operations. Our Experience E3 Consulting has a long and successful history of project management, business operations consultation and technology implementation and management within Manufacturing, Distribution, Service, Healthcare, Finance and Accounting businesses. Principal, Brad Tornberg, is a successful technical and business expert with an MBA in Finance from Farleigh Dickinson University and. He holds Microsoft Certifications for Customer Relationship Management (CRM) sales, implementation and training. He also has a series 6 and series 66 securities license and a New Jersey Life and Health License. He is well published having written many articles for The Practica
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