When implementing a CRM-system can choose the box version and be satisfied with the available universal functionality or start a full-scale CRM-project, in which the solution will be finalized for the needs of the company.And don`t forget that you can always turn to software for moving company.
When choosing the first option, it should be understood that the box version is the standard functionality. Of course, if there is an open source product, it can be further developed, but at first you will have to adjust your needs under the capabilities of the CRM-system, not vice versa. The boxed version is definitely not suitable for companies that have matured to the uniqueness of business processes, have a large staff and need to integrate the sales department with the rest of the company within a common information space.
Most companies, who have decided to work in a CRM-system, want to be limited to the boxed version of the software product, because they think this option is faster and cheaper. But in fact, even if the purpose of automation is only to work with a client database and sales control, the box version may not be enough.
For example, in the box version the client card has the standard fields: Full name, company, position and contacts. However, most companies need more information about the customer, so they are forced to expand these forms when implementing the solution.
Another example. The standard business processes of sales, prescribed in the box CRM-system, need to be run manually. When a manager finds a new customer, he must necessarily mark this event in the system, in addition to filling out counterparty cards. Has held a meeting - again, you must "notify" the system. Of course, it is much more convenient when the system reminds the manager of what he has to do, and then automatically takes the client to the next step. To do this, all the business processes in the system must be automated. This will allow the manager not to think about what to do with the client next: after filling out the client's card, he will be automatically tasked to make a call, send a commercial proposal, a meeting, and so on.
Finally, the sales funnel is formed in almost any boxed version of the CRM-system, but its correctness remains questionable. Often in its standard form it does not carry any practical information and is not suitable for work. The optimal solution is to add or modify the sales funnel: you need to add or modify the sales stages and "run" it in such a way that the report is always up-to-date and correct.
So, you understand that the time has come to automate the sales department and are ready to seriously consider this question. But the boxed functionality is not enough for you, and full implementation seems to you like a long and expensive process? There is a third option - to buy a ready-made configuration with extended functionality, developed on the basis of many years of experience of the integrator.
As a rule, many developers have such pre-configured solutions. They are based on the functions that are most often requested by companies to automate sales, marketing and service. The main advantage of such products is the fastest possible implementation without the use of design solutions, the formation of complex terms of reference and time-consuming rework.
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