Finding the right CRM is very similar to the process of moving home. It may be that where you currently live is fine, you just want a change. It may be that you want to move to a new house with a bit more space to grow your family.
Your business can survive using spreadsheets or persevering with a basic CRM that had the functionality you initially required. But now you’re planning to expand and you know that your processes have to be efficient to manage the additional staff that will be joining your company.
When moving house or changing CRM’s, we face the same type of challenges:
Finding The Right House:
We have to consider our budget for the type of house we want to buy. Do we want to be conservative and find a house that can last us the next few years, or look for a forever-home that will future proof us against moving for a long time?
The same applies for CRM’s. There are plenty out there with different ranges and costs. A decision has to be made based on the features you need now, but also your future requirements as the business expands and moves into new frontiers.
Property Survey And Valuation:
The property looks great at face value. But you are about to make a big commitment, so you want it to be inspected to ensure there aren’t any nasty surprises.
Unfortunately, with houses, you don’t get a free trial – but you do when choosing a CRM. This is your opportunity to complete the survey and valuation. Does the system do what you were promised it does on the sales call?
Unless you want to try and move all of your furniture through back-and-forth car trips, you’re probably best off hiring a removal team to transport your precious belongings. Then, once it’s there, you can spend the next couple of weeks (or months!) unpacking and getting everything into the right place.
This is very similar to CRM implementation and probably the most important part. You have lots of data that needs to be migrated. You could do this yourself, but you will likely need expert help to ensure data is formatted and uploaded safely and correctly.
Sometimes stuff may go wrong in your home. The boiler breaks down. One of the kids punts a football through the kitchen window. The toilet gets blocked. Again – it’s the same with CRM’s. Despite the best efforts of software developers, the odd bug can slip through the net following a new release. When this happens, it’s important you have a handyman close-by to fix these issues quickly.
Building An Extension:
Your family requirements will change over time. It may be that you want to convert the loft into another bedroom or make the kitchen bigger for entertaining.
Hopefully you checked when buying the house that it’s easy enough to get planning permission to do these things. With a CRM, you will want new modules added over time as your requirements change. Does the CRM provider you have chosen have the same ambitions as you do for new functionality. What is their roadmap?
At UtilityClick we know that moving to a new CRM is a hugely important decision for your business. It will be the bedrock for managing your data and there are a lot of questions that need answering to ensure that the system is the right fit for you.
In brief with the UtilityClick CRM:
- We have been through the implementation process with TPI’s time and time again, and have tried-and-tested guidelines on how our CRM should be integrated within your business.
- We will provide you with honest feedback as you go through this decision-making process to help you make the right choices.
- If this means our system is right for you, then fantastic! But if not, then this is ok too. It’s not within our interest to mislead you into thinking the CRM can do things you need it to do when it doesn’t.
If you would like a demo of our system and more of an understanding on our processes for implementing our CRM system into TPI businesses then feel free to give us a shout, we’d be happy to show you around.