24th July 2020 back to blog
Your business is going well and it’s growing in size. It’s time to think about optimising your workflow so you can focus on other aspects of the business, but do you go for something you can jump onto right away, or do you get something built bespoke. We aim to answer that question so you can get the software you need to continue your business growth.
A CRM, or Customer Relationship Management, is usually a piece of software in the cloud that aims to streamline business process like sales strategies, or team communication when dealing with a large amount of customer data. Storing this customer data in the cloud makes for easy access and saves the risk of losing any analogue versions of the same data.
We’ll begin our comparisons between Bespoke CRMs and Off the shelf by looking at latter with common systems like HubSpot or Nimble. These sorts of Off-The-Shelf CRMs can work for people and businesses to help grow their business, there’s no doubting that. They do this for a ‘Low monthly cost’ and from out the outset look to be a great deal and you get all the tools and knowledge from a well-known company that thousands of people use. Perfect. Why stray away and spend more money when this does all that you need. Well, the main reason is all the tools are there but the flow is all wrong. After years of building up your company to work a certain way, it is often more than just an inconvenience to change that just for the sake of a piece of software.
The main purpose of the CRM is to work to connect up the common existing stages of a sales funnel and smooth out the process to enable a business or a person’s time to be more effectively spent on other areas of the business that would benefit from growth. Combining Marketing, Sales and Service all in one piece of software means that everyone on the team is all working from the same data at all times, giving a seamless handover process at every stage. This consistency is key to making sure no information is lost and ensuring that a project remains on track to meet any deadlines there might be.
As with everything, it is entirely dependent on your business and what you want out of a CRM system. Off-The-Shelf systems are great for getting started, for a first CRM they can often fit the bill enough to make them worthwhile. However, they can be limiting and you might have to alter your process to fit around the system; if you have a long conversion funnel, this could be problematic. This is where Bespoke CRMs would be a much better fit. They can be tailored to suit you and your business exactly, saving you reshuffling workflows and ultimately, saving you time. Long term, they are often a better option with room to expand and grow alongside your business as well as costing much less due to the far reduced monthly costs.
If you have any further questions or queries, don’t hesitate to contact us at Bespoke Cloud Software on 0800 652 0168 or by filling in our contact form here and we can discuss the best option for you.
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