Bespoke CRM Business System

Bespoke CRM Business System

Bespoke CRM Business Systems in Start-ups Business.

Without a doubt, a great time to create a Business Management or CRM system is at the very beginning of your business. I would see this investment more valuable than the desks and chairs for the office, computers, the possible vehicles required when the work comes rolling in, even more valuable than a new website announcing to the world you are open for business, and here’s why!

Do you need a business management system?

The client information you enter into your business system is GOLD! Keeping it fresh and relevant protects its long-term value. It also allows you to mine for more sales, develop more services that customers would buy from you, for years to come!

Developing the business CRM system in line with the company’s growth ambitions can provide a wonderful tool for selling your company in the future. You might be surprised me mentioning the future sale of the business before it’s really begun, but as my old mentor used to state “You must know your way out – before you go wading in!” So, plan your exit strategy at the beginning!

One Critical Hotspot

Question: Why is inputting data onto a business CRM system so important?

Answer: Simple answer – Overhead costs!

If we ignore for one minute the sales benefits from having well-managed data. One truism we have discovered from our customers over the years is either…

1. Reduction of Office Administration personnel to manage client requests
or
2. Financial Headroom, the ability to do so much more work with current employees when growing your sales and operational activity!

Really investing time and money in your own bespoke CRM business system can provide a huge payoff. You decide how much functionality and complexity you require. You can always add and develop the system as the need and business grows. Plus, understanding what is pertinent to developing a business relationship as only you can, is vital. This all helps you focus on the customer’s wants and needs, with the correct level of detail. You’re not just doing a data dump to return at a later date to hope its added value?

Bespoke CRM Business Systems in Established Businesses.

In my experience, we tend to find that once people get beyond the proof of concept in their business, the more forward-thinking individuals start to look at how processes and procedures can be improved upon. Develop the customer’s experience with the business, keep them loyal by serving them well, and look to expand the basket of products they currently supply. I see this as the challenge of every well led, ambitious business manager.

We have also found good size companies running process, procedure, sales, job allocation and much more on several complicated spreadsheets with other software office programs that don’t communicate, update or share very well. These software tactics run the business, usually with well-meaning gatekeepers restricting access of company information to colleagues, a closely guarded part of an individual’s power base within the business; I call this strategy “Islands of Excellence”

I don’t underestimate the power of these Islands and the committed individuals on guard. However, the question remains for the business… is the biggest obstacle to company growth the sales challenges, or is it the means in which to manage the growth by spreadsheet?

While these types of management strategies provide a good service for the current workflow of a business, in time they become unwieldy, unscaleable and too person-centric! Great businesses share skills, process, and information, allowing the majority and not the minority to protect the business interests, long term.

Ultimately, they just need a vehicle to make that happen!