You are replacing your CRM, here are 9 considerations within Digital Transformation.<\/p>\n
In general, a Digital Transformation IT plan will be a multi-stage process that will affect many aspects of the organization. For example:<\/p>\n
Your digital transformation plan may not consider all of these aspects, as each organization has its own budget, priorities, capacities, schedules, etc.<\/p>\n
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\u00a0<\/strong><\/p>\n \u00a0<\/strong><\/p>\n – Your organization’s policies deal with this aspect. Obviously, the decision to capitalize or not has an impact.\u00a0 Let’s remember that in Cloud mode, we rent a service, therefore no capitalization, whereas in \u00ab\u00a0on the premises\u00a0\u00bb mode, we buy a product, therefore capitalization.<\/p>\n – In some cases, we can still find a software \u00ab\u00a0on the premises\u00a0\u00bb rented.<\/p>\n <\/p>\n – Cloud is more secure but also more expensive.<\/p>\n – No initial outlay in Cloud mode.<\/p>\n – On The Premises is less expensive, but more maintenance.<\/p>\n – Cloud generally supports mobility more easily.<\/p>\n – Of course, in Cloud mode, your data resides in the Cloud.<\/p>\n – The architecture and technology of Cloud products are generally more recent.<\/p>\n – Cloud products interface more easily with social media, be it your website, Twitter or Facebook.<\/p>\n <\/p>\n – Today all young representatives expect to have access to a mobile version of the CRM used, generally Cloud products will better meet this need.<\/p>\n <\/p>\n – The number of licenses has a major impact on costs. Obviously if we are talking about a large number of licenses, we will have to negotiate prices in relation to the volume.<\/p>\n – Since there is no initial outlay, the Cloud mode is more expensive per user. It is therefore important to provide licences only to employees who really need them.<\/p>\n – Different needs. For example, does the Customer Service department need data that sales representatives don’t use?<\/p>\n <\/p>\n – Certainly static data such as contact information<\/p>\n – More strategic data such as annual sales<\/p>\n – Communication data; calls, e-mails, letters…<\/p>\n – The Business Intelligence that the CRM is able to capture to \u00ab\u00a0feed\u00a0\u00bb either the Customer Service Department or the Product Development Department.<\/p>\n – Be careful, in Cloud mode, data (letters, PDFs, photos…) can be heavy to store and costs can reflect this.<\/p>\n <\/p>\n – The roles and permissions of each user<\/p>\n – Who has access and what data?<\/p>\n – To which data do mobile users need to have access to?<\/p>\n <\/p>\n N.B.<\/strong> This is where costs can explode.<\/p>\n – With good reason, there will be a desire to include several functionalities in the CRM, such as opportunity management or \u00ab\u00a0boxes\u00a0\u00bb for Customer Service, for example.<\/p>\n – The important thing is not to introduce functionalities that should not be included in CRM; for example, the generation of legal documents that require data from business systems.<\/p>\n <\/p>\n N.B.<\/strong> This is also an aspect where costs are underestimated.<\/p>\n – Generally, there is no \u00ab\u00a0wizard\u00a0\u00bb for transferring data between different commercial products.<\/p>\n – Often a \u00ab\u00a0CSV\u00a0\u00bb will be used to transfer data between the two products.<\/p>\n <\/p>\n – All CRMs are not created equal and some are better adapted to your specific needs.<\/p>\n – For example, if in your company, leads are often generated by your website or Social Media, it will be important to select a CRM well-integrated with Social Media.<\/p>\n <\/p>\n <\/p>\n These 9 elements give you tips on how to properly plan your CRM change and even its implementation in some cases.\u00a0 Unfortunately, this is not a recipe and it does not answer the question \u00ab\u00a0Which one to choose?\u00a0\u00bb<\/p>\n Our role is often to automate business functions following the creation of an opportunity, the CRMs that we encounter the most are the following:<\/p>\n – Salesforce<\/strong> is by far the one that steals the spotlight and has the highest growth; however, not the least expensive.<\/p>\n – Dynamics<\/strong> typically in large companies already operating in the Microsoft environment.<\/p>\n – Hubspot<\/strong> for Startups and SMEs who often base their marketing strategy on social media.<\/p>\n <\/p>\nReview of the 9 considerations in replacing your CRM<\/strong><\/h2>\n
1. Budget<\/strong><\/h3>\n
2.\u00a0\u00a0\u00a0\u00a0\u00a0 Cloud or \u00ab\u00a0On The Premises\u00a0\u00bb?<\/strong><\/h3>\n
3.\u00a0\u00a0\u00a0\u00a0\u00a0 Mobility (cellular) or not?<\/strong><\/h3>\n
4.\u00a0\u00a0\u00a0\u00a0\u00a0 Who in the organization will have a CRM license?<\/strong><\/h3>\n
5.\u00a0\u00a0\u00a0\u00a0\u00a0 What data will CRM be responsible for managing?<\/strong><\/h3>\n
6.\u00a0\u00a0\u00a0\u00a0\u00a0 What level of security is required?<\/strong><\/h3>\n
7.\u00a0\u00a0\u00a0\u00a0\u00a0 What level of ‘personalisation’ is required? <\/strong><\/h3>\n
8.\u00a0 \u00a0 \u00a0 CRM Historical data<\/strong><\/h3>\n
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9.\u00a0\u00a0\u00a0\u00a0\u00a0 The way you do business<\/strong><\/h3>\n
CONCLUSION<\/strong><\/h2>\n