• Do you have a business workflow that is responsive to the way your sales team operate?
• Are you informed of all critical sales opportunities?
• Are you receiving pro-active notification of major customer support issues?

You need to have the appropriate way of achieving these aims in different contexts.

In a call centre setting, you make the call and you are led through screens and through the process of converting the quote to an order. This happens in a highly structured way and is clearly very process-driven.

On the other hand, the field sales agent, marketing exec or senior decision maker needs a system that acts as their protector and supports their activities in a highly flexible way. Such a system needs to spot opportunities or alert users to discrepancies in the data.

Having such systems in place and working optimally is an excellent way to boost morale and motivation - highly important if you are to maximise the success of your CRM initiatives.

Learn more about Collier Pickard's approach to developing CRM to meet your user needs.