Home > Insights > CRM Systems and Processes Transformation Drivers

CRM Systems and Processes Transformation Drivers

CRM Systems and Processes Transformation Drivers

By: Ciopages Staff Writer

Updated on: Feb 25, 2023

Finance Transformation Rationale

CRM Systems and Processes – Transformation Drivers

CRM Systems and processes are a cornerstone of enterprise business operations, particularly in a highly competitive landscape for customers from local and foreign, traditional and emerging competitors. How do you know if and when it is time for CRM Systems transformation? What are the factors an enterprise to consider to help make a restructuring and transformation decision of the CRM function and related Systems. Here are the CRM Systems and Processes Transformation Drivers.

  1. CRM Systems and processes are disjointed, silo’ed and complex.
  2. A 360 degree view of customers is difficult and takes too much effort.
  3. Sales team needs to log into multiple systems to accomplish basic tasks.
  4. CRM related decisions are made by hunch and gutfeel rather than timely and actionable data
  5. Cost of managing the CRM function is spiraling out of control
  6. The concepts and benefits of social CRM are not easy to integrate and harness
  7. The CRM Systems are replete with non-standard and ad hoc reporting
  8. Multiple and point solutions galore for various CRM functions. No true golden copy of customers, account and transaction data.
  9. Convoluted processes make smiling and dialing for sales team difficult
  10. Customer interaction with company across channels is uneven and not integrated
  11. Effort and cost of CRM systems maintenance is spiraling out of control
  12. Spreadsheet and Access databases galore in every nook and corner of sales and customer support functions
  13. Sales and Customer relationship function seems to be reactive, not proactive
  14. Customer churn data or at-risk accounts are not easy to identify

If you have other CRM Systems and Processes Transformation Drivers to share, please do so.

Licensing Options:

We keep the licensing options – clean and straightforward.

Individual License: Where we offer an individual license, you can use the deliverable for personal use. You pay only once for using the deliverable forever. You are entitled any new updates within 12 months.

Enterprise License: If you are representing a company, irrespective of size, and intend to use the deliverables as a part of your enterprise transformation, the enterprise license is applicable in your situation. You pay only once for using the deliverable forever. You are entitled any new updates within 12 months.

Consultancy License: A consulting or professional services or IT services company that intends to use the deliverables for their client work need to pay the consultancy license fee. You pay only once for using the deliverable forever. You are entitled any new updates within 12 months.

Product FAQs:

Can I see a Sample Deliverable?

We are sorry, but we cannot send or show sample deliverables. There are two reasons: A) The deliverables are our intellectual property, and we cannot share the same. B) While you may be a genuine buyer, our experience in the past has not been great with too many browsers and not many buyers. We believe the depth of the information in the product description and the snippets we provide are sufficient to understand the scope and quality of our products.

When can I access my deliverables?

We process each transaction manually and hence, processing a deliverable may take anywhere from a few minutes to up to a day. The reason is to ensure appropriate licensing and also validating the deliverables.

Where can I access my deliverables?

Your best bet is to log in to the portal and download the products from the included links. The links do not expire.

Are there any restrictions on Downloads?

Yes. You can only download the products three times. We believe that is sufficient for any genuine usage situation. Of course, once you download, you can save electronic copies to your computer or a cloud drive.

Can I share or sell the deliverables with anyone?

You can share the deliverables within a company for proper use. You cannot share the deliverables outside your company. Selling or giving away free is prohibited, as well.

Can we talk to you on the phone?

Not generally. Compared to our professional services fee, the price of our products is a fraction of what we charge for custom work. Hence, our business model does not support pre-sales support.

Do you offer orientation or support to understand and use your deliverables?

Yes, for a separate fee. You can hire our consultants for remote help and in some cases for onsite assistance. Please Contact Us.

error: Content is protected !!