How to Introduce CRM in the Company

This question comes up from time to time in the life of a business. Any customer-focused business will have to consider it. Whether you already have a CRM Suite or not, the art and discipline of introducing or re-introducing such a solution are vital.

The Crust CRM Suite Makes Introducing CRM Easier, Faster and More Effective

Not only is Crust the leading open-source Salesforce alternative and free CRM, but it is also the go-to platform for open-source Low-Code development. Many businesses need to address the prospect of implementing a digital transformation strategy soon. The Crust platform keeps costs down while expanding your range and commercial agility.

The most important discipline to perfect is that of requirements gathering. Having a customer-focused approach means putting your customer first and looking at all the different activities in your company which feed into growing and supporting client base and revenue.

Assessing what’s best for customers is, of course, far more than merely addressing base subjects such as leads in CRM, reporting in CRM or even quotes on CRM. While a customer relationship management system can be simple, they are inevitably far more complicated as one dig deeper. For example:

• Do you require a cloud case management offering?
• Should you include an HR Management solution for staffing of critical customer-facing departments?
• What is the role of marketing in CRM?
• What does business process automation mean in the context of your business?
• How important is web accessibility?
• Which is the best IoT platform for customer device integration?

These questions only scratch the surface. When one begins to look at making sure that each department has all the tools required, it becomes clear that one can never spend too much time gathering requirements.

CRM Powered with Low-Code

Powered by Crust Low-Code, the Crust CRM suite can be enhanced or simplified to fit any industry requirement. From building a financial services cloud to delivering a CRM for healthcare to creating government cloud services, it’s a standout solution.

The Crust CRM Suite is 100% open-source software and standards-based. It’s adopted by Fortune 1000 businesses, well-known government sector customers and other enterprises of all shapes and sizes. That’s because we make it easy to implement your requirements. However, as mentioned above, your number one priority should be defining those requirements carefully and thoughtfully in the first place.