If you are a small to medium sized business, whether you know it or not, you have a customer relationship management system. Yes, everyone! Every company, every team member, every employee — has some kind of customer relationship management system, without even knowing it.
So what’s your system? Think about the first step you take after connecting with a lead. Maybe you’ve spent the morning at a networking event and have a wallet full of business cards from new contacts. Maybe you just got off the phone with a current client who’s sharing a referral. These are all leads . . . and they all go into some kind of system you’ve put in place.
A lead is a chance meeting or a name on a page that you want to pursue. All leads go into a system, whether it’s an Excel file, card file or file drawer. Even the dreaded pile of cards on the desk is haphazard, sure, but it’s a system. Two weeks ago I met a friend who showed me that her leads are in an old apple crate filled with file folders in the backseat of her car. Hey, it’s a system.
Now it’s time for follow up. You have to make some initiative to go after a client — and then you start developing a rapport, developing the connection and purposefully building relationships with potential clients. The right leads receive proposals, and you begin to offer services, discuss pricing and implementation. The contract is signed and that’s only the beginning. Client service now begins. Tracking, recording and managing all of this is your customer relationship management system.
What we do at Tricension is put all of that into a Microsoft Dynamics product, providing structure around all the aspects of your relationships with your clients. So what’s in a name? Microsoft Dynamics CRM is a line of customer relationship management (CRM) and enterprise resource planning (ERP) software applications. We at Tricension use this to build our custom solutions, making CRM better than ever for you and your company.
Why Microsoft Dynamics? First, it’s easy to use. After our professional trainers provide you with the tools to operate your Microsoft Dynamics CRM, it becomes second nature. In contrast to other popular CRM systems, for example, Microsoft Dynamics is an affordable option. Another reason: Dynamics is customizable. We’ll build to your company’s business sales processes, so every step is streamlined.
When Microsoft first launched their CRM solution, they built custom, unique systems for every client. Even for large organizations and corporations, this was very expensive and time-consuming. So Microsoft came back to the drawing board with some boilerplate items and standards, to build the foundation. This allowed the client to develop further, add functionalities and additions. It’s often been said, “A little magic dust and some developers behind the curtain make it perfect for your company.”
For larger companies, Tricension develops custom solutions. But those custom, floor-to-ceiling builds are a bit like a small business or startup moving into a huge corporate complex. It’s just not necessary . . . and your team might get lost in all those hallways! So we developed our Business in a Box solution, with all the MS Dynamics functionality at a small business-friendly price .
After just a few questions, we can customize the Small Business in a Box to match your processes. For example, when you’re building your clientele, do you work on leads? How do you go about developing contracts? And once you gain them as clients, do you service them? How? These are just a few questions we’ll ask to customize your CRM.
Sure, there are other small business CRM applications out there. But many add on charges for additional features. Syncing with Outlook, for example, is a common up-charge. Small price increases add up fast, and it’s become unaffordable for the small business owner.
So what’s in a name? Let’s continue this conversation. Give us a ring today and we’ll discuss how Tricension can bring the functionality of Microsoft Dynamics to your business in a custom, affordable solution.