omelett.es » CRM

Top 5 tips to choose a CRM product

admin — Fri, 16 Jul 2010 13:56:42 +0000

Lots of people start trying to choose a CRM system before they know exactly that they want. These aren’t the only things to consider but they will certainly put you on the correct path for making a CRM supplier short-list:

Decide if on-premise or hosted/SaaS is right for you – there is no right or wrong answer to this
Define your main goals for your new CRM system – this shouldn’t be a huge document 5-10 key points you think are critical to a successful system
Look for a system that will grow/evolve with your needs – what you decide on today will evolve as you understand your CRM system more
Make sure the systems you consider will cover the areas of your business you need – this could be via integration with 3rd party products or built in, but it’s key that you make sure you can do what you need to run your business
Speak with the vendor/consultant – your relationship with them is key to a successful implementation and you should be working with them even after the system has ‘gone live’

These tips should help you get on your way to choosing a CRM system/supplier.

Need more help? omelett.es is an independent CRM consultancy who can help you with all stages of a successful CRM project – call us today on 01865 920 400 to see how we can help you and your CRM system be a success.

Get your CRM right before jumping into Social CRM

George — Fri, 16 Jul 2010 05:42:14 +0000

Social CRM is getting a lot of press coverage of late, and rightly so – it’s a great way to expand your customer reach, become known as an expert in your field and win new business.

However it’s not the ‘silver bullet’ that will save/expand your business with no thought given to your current CRM (Customer Relationship Management) system. We see lots of people trying to jump into Social CRM before they even have the basics right with their current CRM system/process.

Social CRM is perceived to be easy and cheap – it’s not. Think about how much time you are spending tweeting/face booking/etc. – it is definitely worthwhile doing right, see how our friends at Pepsmedia are helping people exploit scrm, but before you jump headlong into a scrm strategy make sure your crm is in order to handle all those new customers/enquirerers.

This can be as simple as a spreadsheet to keep contacts and information upto date and a good todo application if it’s just you. A simple CRM system for your small business, how about our easy contact management system Tactile CRM, Highrise or Capsule CRM. Or something a bit bigger such as Salesforce, Dynamics or Sage CRM if you business needs more process.

We’re a web 2.0 company that wants to talk to people!

Jake — Fri, 06 Feb 2009 16:22:16 +0000

Our simple online web CRM tool – Tactile CRM is designed to help companies build on their customer communications and forge better relationships. We are firm believers in the ‘practice what you preach’ mantra and were using our own software before we even released it to the World so we could test and refine it.

We always make sure we respond to emails and support tickets in a timely manner, but we’ve always made it clear that we don’t give support etc. by phone.

However, all of this will be changing over the next month as we move Tactile CRM into the new company and restructure stuff.

Forums will still be available for people on free plans, email support on all paid plans and we’re going to introduce phone support on some of the higher plans.

We’ll also be opening up the phones for non-support calls so people can find out more about the software, who we are and what we do – so keep an eye out for more information over the next month.

Photo Credit: Ryan Fung