By fixing CRM processes before implementing CRM software, a business can ensure that the new system will be built on a solid foundation & result in greater system adoption, reduce chances of failed implementation & support to enhance customer experience. By fixing CRM processes first, a business can ensure that its investment in a CRM software will be well spent and provide the intended benefits.For more information please book a call with our expert CRM Consultant.

1. To Fix Your CRM Software,
Fix Your CRM Process

2. A well defined CRM process
is the secret to a successful
CRM Implementation

3. A CRM process enables a company to interact with customers, partners,
suppliers, and potential customers. From brand awareness to customer
loyalty CRM process milestones include:

4. If we map the CRM process with the modules of a CRM
software It will look something like this:

5. From the above,
it is clear that CRM software
automates a CRM process & its
success heavily depends upon the
effectiveness of the underlying
process-related workflows. If the
underlying processes are
inefficient, confusing, or unclear, a
CRM system may only amplify
those problems and make them
more visible to customers and
employees.
This can result in frustration,
poor customer experiences, and
decreased revenue.

6. As a CRM consulting firm,
our CRM consulting services start
from process audit where we work
closely with our customers to
• Identify bottlenecks
• Streamline processes
• Improve information flows across
the customer-facing enterprise.
Moreover, we ensure that all customer-
facing professionals are trained and are
on board with the process realignment.

7. By fixing CRM processes before
implementing CRM software, a
business can ensure that the new
system will be built on a solid
foundation & result in greater
system adoption, reduce chances of
failed implementation & support to
enhance customer experience.

8. CRM systems are significant
investments, both in terms of time
and money. The CRM processes of
a business might be weak or
broken, resulting in the business
investing in a CRM software that is
also broken. The CRM will not give
the desired information needed to
take business decisions & will lead
to poor adoption. By fixing CRM
processes first, a business can
ensure that its investment in a
CRM software will be well spent
and provide the intended benefits.

9. THANK
YOU