Get Started with CRM

Do I Need a CRM System?

You might be here because you’ve heard a lot about Customer Relationship Management (CRM) software but aren’t quite sure if it’s what you need, what exactly it is, or how to get started.

Here are some reasons that our customers use CRM – how many of them apply to you?

  • You need a centralized way to keep track of information about your prospects and customers
  • You want to track potential sales so nothing ever “falls through the cracks” again
  • You want your everything all in one place – contacts, tasks, meetings, notes, potential sales, and more
  • Your team needs to effortlessly be able to share information about your contacts, whether they’re in the office or on the road
  • Your business requires a way to keep on top of business activities and follow-ups to grow your revenue
  • You want to centralize prospect and customer information to minimize the impact of staff changes
  • You want to manage your business operations in the same place you keep your customer details
  • You need to keep specific groups or lists of different contacts
  • You’d like to be able to see a summary of activity for a given account, even when multiple contacts and staff are involved
  • You want to provide better customer service by empowering your staff with the right information
  • You need reports that are critical to produce, but time consuming and arduous to create manually
  • You need to make best use of your time by automating repetitive tasks
  • Your marketing relies on up-to-date prospect and customer information
  • Your business processes have many steps that would benefit from automation

What Will I Need?

CRM software solutions will vary, but as a baseline, you’re generally going to need:

  • Software Licenses / Subscription

    This will vary by chosen CRM product.  On Premise software such as Act! is typically purchased outright, with options for annual maintenance whereas subscription based services like Zoho CRM allow you to pay monthly.

  • Contact Data

    The best CRM software is not a lot of good without contacts now, is it?  If you’re just getting started and don’t have a list, you can enter contacts once you’re set up, but if you’re moving from another system, you’ll want to make sure you have your data available to bring over into your new CRM software.  Even if you haven’t had a system before but have been using Excel, that information can be imported so that you’re ready to go.

  • Customization

    Most CRM software provides standard functionality right out of the box, but to get the most from it you’ll want to set it up specifically for the way your business works – especially in regards to what you want to track, who should have access to what, required reports, and other ways that the software can be customized so that it is just easier to use.

  • Training

    While you can probably figure out how to add a prospect to CRM and put in their phone number, you’ll get so much more out of it by receiving some training.  Training ensures that you get maximum benefits from your CRM software (read: more sales, less time), get better user adoption, and consistent usage.  Without it, you may have a glorified rolodex.  An experienced trainer can make sure that you’re armed to hit the ground running.

  • Ongoing Support

    Inevitably you’ll have questions of varying nature ranging from technical to “how to” to “can my CRM do…”.  Support options will depend on which CRM software you select, but may include access to e-mail support, chat, telephone, knowledge bases, user forums, and remote access support tools.  When you work with Hero to implement a CRM solution, we’ll help you choose the right options for your requirements and budget.

How Do I Get Started?

After considering what you want to get out of CRM, you have a couple of options for a next step:

  • Get in Touch with Us

    Get in touch with us to get your questions answered and learn more about the CRM solutions we offer and implement.  You can contact us via this link or you can book in a time right on our calendar.

  • Test Drive a CRM

    Each of the CRM software solutions we offer provide free trials.  Visit our Guided CRM Trial page, where you can sign up and we’ll walk you through setting up your own trial and provide a series of tips and thoughts to help you explore.