Your Business March 2020 - 191

MARCH _ 2020

"SOLUTIONS SHARED
HAS SUPPORTED
US FOR THE LAST
TWO YEARS. WHAT'S
IMPORTANT TO US
IS THE PERSONAL
SERVICE WE RECEIVE.
THE TEAM MAKE
THE EFFORT TO
UNDERSTAND OUR
BUSINESS BEFORE
IMPLEMENTING
A SOLUTION TO
ENSURE IT'S THE
CORRECT FIT"."

What if change is inevitable?

Although we advise you to avoid switching CRM partners, the causes for such an
action are sometimes out of your hands. A new CRM expert will have to get acquainted
with the current state of the business platform, your business processes and needs.
Unscrambling how a predecessor customised the system and continuing to build on
it will often take longer than starting from scratch. In some cases, not all parts of the
system are even accessible without the predecessor's permission.
CRM can enable businesses to execute processes more efficiently, leading to
profitability. Through a good relationship, experts, like us, can get you up to speed
with the digital transformation that every business is facing today. Whether it's taking
over from predecessors or getting a CRM system up and running from scratch - your
business is in safe hands with CRM experts such as Solutions Shared.

Toby Beevers, head of systems
at PSL Procurement Services

Choosing a partner

Not all CRM experts and
consultants create things with
equal quality. Some have been
working with certain programs
for a long time, while others are
fairly new. There are also those
who only focus on getting you set
up, before moving on to the next
client - leaving you to your own
devices. The ideal type of CRM
partner is one who will get you
set up, train you and your team,
keep you updated about possible
changes to the system, and make
sure it continues to meet your
needs on an ongoing basis.
Having been on a CRM journey
together means that over time, your
CRM partner will learn more about
your organisation. At a certain
level of understanding, changes
in the business will be easier to
follow, which means that adapting
the CRM platform or bringing in
updates can be carried out faster
and more seamlessly. However, like
with any other partnership - good
communication is key at this stage.

YB2020 Shared Solutions DPS_F.indd 191

Deciding your next steps

You have a choice of implementation options. You can either set up a CRM alone,
without any external help, or you can receive help for the set up from an external
CRM specialist or consultant.
Trying to run a business with an out-of-the-box CRM system is possible but can be
limiting. Finding a CRM partner can be more than useful to make sure the solution fits
your business and is not restraining its growth and development. A specialist knows
the system inside out and how to make it meet your business needs. These specialists
will stay up to date with licensing, apps, and new features, so you can spend your time
focusing on your business processes.
To find out more about how the
company works, call 0118 324 0206
or visit solutionshared.co.uk

12/02/2020 11:58
http://solutionshared.co.uk
Your Business March 2020

Table of Contents for the Digital Edition of Your Business March 2020
