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Your Business Might Need a CRM Consultant

By TJ McDowell

YourBusinessMightNeedaCRMConsultantLet a CRM Consultant Help You Maximize Your Investment

Often, when manufacturers and distributors are receiving poor customer feedback or struggling to meet their sales quotas, they will turn to customer relationship management (CRM). That being said, it’s impossible to reverse these trends if they don’t know the best way to invest in these front-office software improvements. What are the business process pain points? How can the new system leverage existing customer data? What features should they look for in their CRM software?

(These are difficult challenges for even the most seasoned CRM user.) When you’re facing uncertainties like these, it might be time to get in touch with a CRM consulting firm. Though businesses may be hesitant to pay a third-party, this guidance can allow your business to implement CRM software that meets their unique business requirements.

IT Stress

IT professionals know plenty about technology and computers, but that doesn’t necessarily mean they have expert-level CRM implementation experience. Plus, IT teams are stretched thin as it is, so requiring them to implement CRM could result in gaps in other daily tasks. CRM experts can take the stress off your IT personnel by executing the software implementation.

Mitigate Risk

Businesses frequently consider consulting firms as a last-ditch effort to save a failing project; however, teaming up with consultants at the beginning of a project can save you from an implementation veering off track. They can help the implementation start strong and continue to stay the course. Expert consultants provide a breadth of knowledge about implementation strategy and methodology that mitigates risk from the very beginning of a project instead of later on in the project when changes to project scope become much more expensive.

Best Practices

To see the best results from your CRM software, the project should be composed of best practices from start to finish. Business process modeling, change management, testing, and other critical project tasks are essential to gaining a well-functioning system with widespread user adoption. Premier consultants have performed so many CRM implementation projects that they are well-versed in best practices and can ensure your project isn’t cutting corners or missing important implementation steps.

CRM Expertise

Consultants have many tricks up their sleeves to help you get the most from your software. Today’s CRM vendors include an endless array of apps, add-ons, modules, etc. that many businesses struggle to navigate. Consultants know which of these features can smooth over a specific pain point your organization may experience and which features you won’t need to be successful. Plus, they can execute any necessary customizations to maximize your visibility and productivity. Consultants avoid costly pitfalls by drawing on their outside experience working with other companies.

Data Migration

Many businesses pursue CRM after they’ve outgrown their current strategies and accumulated data across several legacy platforms. CRM coalesces data from multiple platforms and departments into one solution to streamline operations. However, the process of migrating existing data into a new system shouldn’t be undertaken alone. A consulting firm can help you get your current data clean and organized before being used in the new software. Consultants also simplify the complex process of data migration, so your information is safely stored in one system to drive new insights and eradicate departmental silos. 

The Datix Difference

CRM projects require a specific set of skills that can only be found at a consulting firm. Diving into a software implementation alone will expose you to risks that can hurt your investment and your bottom line. With consultants, you don’t have to worry about your data and processes.

But you want to make sure that you’re teaming up with real experts, not novices who go into projects without a plan of action. Datix has provided CRM, ERP, and eCommerce solutions to manufacturers and distributors for over 20 years. As a certified partner of Microsoft Dynamics 365 CRM and Salesforce, we can help you make the right selection. Plus, we will align your software to your business process, and we will be with you from start-to-finish.

Make sure your CRM investment isn’t a bust—contact Datix today to execute your project with our expert consultants!



Tags: Transforming Business Through Software, crm best practices, crm consulting, CRM implementation, Enterprise Software, business growth, crm software, implementation project, data migration


From start to finish, the expert consultants at Datix understand your business needs and execute software solutions that work.