When a company thinks of a CRM software, appear many concepts: reliability, speed, simple design, many reports but there is something that is often difficult to achieve: flexibility. What should so flexible be an application for a company you feel tempted to acquire it? Much refers to certain values that should possess a good software. In a CRM each one of them takes on particular importance. Some companies make more emphasis on some values more than in others, depending on your needs. But when evaluating a CRM software acquisition process, often calls for flexibility. An application can adapt to the needs of our company. A simple functionality software but can grow as you need it. Accurate company something simple in principle, over time we will see where we are going.
These phrases are commonly heard by professionals on many occasions. These virtues are simple to ask, but what can be so simply met in a? application? What is a CRM software be flexible? What so flexible should be? We could list a series of processes that should fulfill a basic CRM: should be able to manage contacts and organizations data. You should be able to manage the opportunities (potential contacts or leads) should be able to manage the events to each contact. This is essential and makes the tracking of what happens with the contact. The task generate events must automate is the most that can be within a CRM software. If this Administration is done manually, then useless should manage tasks for users and agentar them, with maturities, notices and compliance with them. All this work, should generate different events automatically of course there must be a number of reports that allow conclusions and establish, after their analysis, different steps to follow.
We could detail some of the concepts. Where flexibility Gets? Let us take an example: the company that you want to purchase the software agrees with these processes, but requires comprehensive tracking of collections: generate tasks to users in a way such that know if you have to call to a customer that was delayed in the payment of its debt. Of course the fulfilment of these tasks should follow the normal course of the rest of the tasks within the CRM, with generating events to contact for its history, etc. Perhaps here simplified, this process does not appear within a CRM software standards, but if this is flexible enough, should be able to add this new functionality. What advantages does a flexible software?