Companies today are finding value in CRM software tools to help increase revenue and customer satisfaction.
Salesforce Automation Systems offer the tools companies need to stay ahead in the marketplace. But with a number of options being offered by different systems, it can be difficult for purchasers to narrow down the key features they need.
Workflows are an important area of focus as they include the entire process of serving a customer from order fulfillment, to after-sale service. For this reason, it is important that businesses adapt workflows that fit in with their needs and add to employee productivity and profit rather than bog them down.
Communication tools also play an important role as SFA CRM systems are used to help improve communications with clients and therefore should offer a number of communications capabilities like customized emails, thank you notes and birthday cards, specific for each client.
Storage capacity is also important as massive amounts of data are being stored about clients. Benefits of network storage systems include the ability to easily upload signed documents as well as offer automated backup system and scalability.
Another crucial area of focus is support and service. Personal coaching of a new system and professional service support is always required with a new system, ensuring that the vendor offers service options for initial orientation, ongoing training and urgent technical support is crucial to SFA CRM success.
And finally, total cost of ownership
is key when making the final decision. Purchasers should look to the long term view to understand overall savings and hidden costs in a SFA CRM rollout. These costs can then be balanced with savings and revenue estimates.