A core part of any data driven company is a flexible, scalable and functional CRM. During the many growth cycles a company goes through, they often adapt and upgrade their software needs to match the scale of their operation. However, frequently we see companies of all sizes that have neglected to upgrade their CRM throughout the lifecycle of their business.
More often than not, we’ve encountered old and antiquated CRM software systems or “CRMs” that are nothing more than a csv file saved on a local SQL server, sometimes even an employee’s laptop. Let’s discuss the reasons your company is ready for a modern CRM system and outline if your company should invest in Salesforce.
Why Should I Have A CRM?
First and foremost, a modern CRM should work for you. The point of a CRM is not to just collect historical data and let old records pile up – a CRM should be the brain of your operation, harvesting valuable insights about your business. Additionally, a functional CRM should be leveraged to maximize revenue yield through data driven marketing campaigns.
One question we frequently get asked when consulting on company’s data pipelines is “should my company invest in Salesforce?” The answer is not totally straightforward, but if you read nothing else in this post, for most companies at scale we would say “usually, yes.”
Salesforce offers something that few CRMs can match at enterprise scale: a development ecosystem. Salesforce is loaded with thousands of useful and well maintained business applications that can be integrated directly into the Salesforce CRM environment.
How Untitled Integrates Salesforce For Clients
Untitled has spent a lot of time working with clients and integrating Salesforce as a means of helping operations. For example, a business may want to synchronize their Quickbooks, business telephone line, email and support desk. This way, the business can have a 360 degree view of how they’ve interacted with the customer over time and have a centralized location to track data on individual customers.
In Salesforce, we use the Breadwinner application to synchronize Quickbooks. The Breadwinner application offers by far the best synchronicity between the two platforms. With a two-way read/write access sync, you get seamless cross platform functionality to tighten the loop between your sales and billing process.
Salesforce also has wonderful apps and integrations to hook in your RingCentral telephone line and Zendesk customer support system. The CRM also allows for email syncs with every major email platform which can be configured on the lightning sync application in the backend of Salesforce.
Should My Company Invest In Salesforce?
Many businesses are fearful of cost and the platform’s complexity, shying away from Salesforce because of it. Considering Salesforce is a enterprise-based software solution, they make the most money by getting you to sign up for as many services as possible.
In order to avoid paying hefty bills and walking away with a big stack of solutions you don’t need, we recommend engaging an Untitled data pipeline team member to assist you. We’re experienced with specing out your exact CRM and automation requirements and leveraging our expertise to help you negotiate the contract.
Additionally, our team has assisted a variety of organizations set up and customize their Salesforce cloud ecosystem. Helping companies setup and adopt Salesforce is a part of our data pipeline offering, and something we can help your organization with.
In Summary
When faced with the question, should my company invest in Salesforce, the answer is almost always yes and we would be happy to help you with the process.
If you are interested in on-boarding the Salesforce platform and need assistance negotiating your contract or setting up the ecosystem, please reach out to us through the contact form. We would be happy to assist you in integrating the solution through a process that will guarantee your success with Salesforce.
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