Retirement; like your parents, but way cooler
In 1991 Billy and Akaisha Kaderli retired at the age
of 38. Now, into their 4th decade of this
financially independent lifestyle, they invite you
to take advantage of their wisdom and experience.
How will the availability and functionality of CRM help in business development?
Many managers sooner or later face the
issue of automating their business. If the business is new and not large, you
can get by with self-written programs that can be created based on regular Excel
or, for example, get by with a regular notepad.
When there are few clients, you can learn
them by heart, and when contacting such a client, immediately address him by
name, which, you see, can favorably influence the client’s opinion about your
company. But when there are more and more customers and a simple notepad is not
enough, the time comes and the introduction of CRM (Customer Relationship
Management) is needed. For this, many go
to the site https://noltic.com/
What should you pay attention to when choosing a CRM system?
Pay attention to the availability of the
features you need. To do this, be sure to listen to the presentation, ask
questions and, of course, test the system yourself and give the task of testing
the system to your employees.
The main functions can be:
• availability of sales analytics
tools in CRM;
• the presence of a mobile
• integration with other
services, for example, IP-telephony, delivery services;
• the ability to import data;
• is there a task scheduler, etc.
Pay attention to the interface of the
software, the program should be intuitive and easy to use. When testing the
system, you must understand its functionality yourself.
Before buying a CRM system, you need to
describe your business processes and rely on your notes when choosing the right
What else is worth paying attention to?
A very important point in choosing a CRM
system is to determine not only the solution of today's problems, but also your
development plans for the future, which will make significant adjustments to
your business processes. A very common mistake that is made when choosing a CRM
system is that today we will buy something simpler, and when the need arises, we
will switch to something more functional.
Flexibility in settings – pay attention to
the flexibility in setting up the system, you yourself should be able to change
the settings at the right time without employees of the company from which you
purchased the CRM system.
Remote access – will you be able to access
data while on vacation or at home, and what is needed for this: install a mobile
application with which you will always be aware of what is happening or access
can only be from a PC.
Database hosting – the system can be hosted
on a cloud service or on your own server. In both cases, there are pluses and
Technical support. An important issue when
purchasing a CRM system is access to the technical support department. Specify
whether it is included in the cost of your package, how much it is valid, how
long it will take to implement, how and where to contact to resolve any issues.
About the Authors
Early Lifestyle appeals to a different
kind of person – the person who prizes their
independence, values their time, and who doesn’t
want to mindlessly follow the crowd.
Retire Early Lifestyle Blog
About Billy & Akaisha