Integrating new functions takes a good deal of planning, but there are some tips that you can follow to keep the integration on track.
Map Out the Process So You Are Going in the Right Direction
Add Features Gradually
You don’t have to buy an all-inclusive package deal when it comes time to upgrade your CRM. The stand-alone options are often built to superior standards than some of the packaged deals. This is actually gaining some ground with companies upgrading their CRM functions as it can reduce the risk of expansion as we talked about earlier.
Include Your Sales Reps in the process
Don’t leave your sales reps out of the mix when it comes to adding new functionality that can improve the business processes. It’s the sales reps that can offer you all the information you need to gain insights into what your target market is thinking. Offering your mobile users an app that let them easily send back information should be a top priority in your upgrade.
Many vendors don’t take the sales reps needs into account when they design mobile products. This is a major flaw because without convenient reporting tools, the sales reps are not likely to offer up the information.
Front Row Solutions has designed a mobile CRM app that takes into account the needs of the sales reps. Custom dashboards give your employees that ability to look at the details that interest them and keep all the other noise out of the picture. Prospect tracking and marketing feedback is also built into this power mobile CRM app. Learn more about our features by visiting us online.