As efficient as it is to conduct business online, so much can fall through the cracks—data is lost, meetings aren’t followed up on, and decisions regarding customers are made based on assumptions instead of facts. This can lead to unsatisfied customers, less than ideal responses, and more. Meanwhile, you’re left to analyze the intel from your sales, marketing, and customer service teams to determine which insights are helpful to your business.Schedule a Call
With so much flux, a CRM (Customer Relationship Management) system is necessary to help manage and improve important interactions and relationships while meeting quotas and cutting costs. As a result, everyone on your team is held accountable, stays productive, and remains in scope. If you’re determining whether or not you can afford a CRM, the reality is that you can’t afford to not have one.
Your CRM system accessible anywhere you are—on any device
Cut down on the admin time spent organizing data
Seamlessly filter prospects, leads, follow-ups, and more
Whether you’re introducing a new custom system or getting your current system back on track, all the pieces need to be in their proper place. Youtech roadmaps as much of the pieces as possible ahead of implementation so the end product is simple yet powerful.
Gather Preliminary Information.
To start, the Youtech team gathers an idea of the kind of CRM system you’re after through a series of questions: What kind of information are you looking to track (turnover, acquisition, retention, etc.)? What additional information would you like to know about your customers? How would you characterize your CRM?
Identify Customer Engagement Opportunities.
Here, Youtech identifies opportunities for better customer engagement and matches these valuable opportunities with technical CRM features while establishing potential goals for your CRM.
Determine Project Scope.
During this phase, our team creates a breakdown of the project timeline and deliverables so you can understand the functional requirements behind achieving your CRM goals. Then, we present to you the finalized roadmap.
Youtech begins building your CRM system based on the approved roadmap. Implementation is a repetitive stage as conceptualization and process modeling often do not tell the whole story, and synergistic relationships between all involved in the project are essential to accomplishing your CRM goals.