Identify

So you’re thinking about a CRM solution? Good for you! Implementing a comprehensive CRM solution offers one of the most obvious returns on investment:

• Insight: A central repository for key customer information.

  Fast access to all of the information you need to provide top-notch customer service as well as strategy and planning.

• Access: Make customer information available to all who need it.

  The first person a customer contacts within your organization will be able to handle any inquiry.

• Effectiveness: Sales and marketing efforts should be measured.

  Know what works, what does not. Invest resources where they will best pay off. Repeat processes that are known to work. Refine those that should work better.

You need a comprehensive CRM solution when:

• Customers are "known" only to the individual salesperson directly and explicitly assigned to them.
• Different types of customer inquiries must be handled by different people. That is, it’s dumb luck of the person who gets the inquiry can fully respond to it.
• Multiple software applications must be used to retrieve a complete view of customer information.
• Key customer information exists outside of a central repository, in letters, memos, spreadsheets, e-mail messages, and worst of all: hand-written notes stuffed in a file folder somewhere. Or the disaster scenario, the information is in the head of the salesperson who just quit.
• Your sales staff spends more time looking up data and filling out forms than interacting with customers.
• The only routine communication with customers that you initiate is titled “invoice”.
• You have no clear idea how you acquire new customers.
• Upselling is not even an option if you don't manage all of your customer's data.
• No promotional selling or reselling to your past customers in an efficient manner.

Alto is your one-stop resource for identifying CRM goals, evaluating options, creating a strategy, setting priorities and deploying a system that makes your investment worthwhile.

What’s next? Time to evaluate your options.