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WHY

SHOULD BE

CRM

IN YOUR BUSINESS’S

2014 BUDGET
Presented by CRM Switch | www.crmswitch.com

For many businesses, the start of a new
year means a brand new budget.
Employees, managers, executives —
everyone has a wish list of things they want
in 2014.

So what’s on your business’s wish list for
this year? Is a new CRM system on it
somewhere? If your organization doesn’t
have a modern CRM solution currently in
place, it should be.

With today’s rapidly evolving B2B and B2C
marketplaces, the conversation about CRM
in many businesses today has transformed
from “do we need CRM?” to “which CRM
system should we buy?”.

For those of you out there still wrestling
with the former question and not yet
the latter, here are some reasons to get
onboard the CRM bandwagon:

CLINGING TO

LEGACY SYSTEMS
IS EXPENSIVE

If your business is hanging on to an outdated, underperforming
CRM system or contact manager, it could end up costing more
in the long term than switching over to a modern cloud-based
solution.
The sales process is becoming more social, customers are
expecting a variety of support channels, and management
is increasingly expecting more sophisticated reports and
sales intelligence. So having a connected, cloud-based
CRM is rapidly becoming more of a necessity than a
luxury in the business toolkit.

BUYING CRM IS A BETTER

INVESTMENT

THAN COMMON ALTERNATIVES
If your company does start shopping around for a new
CRM solution, it’s easy to get scared by sticker price shock and
awe. Even large enterprises with a healthy budget for
business software sometimes get cold feet before
making the commitment to CRM.
But the alternatives that businesses sometimes turn to are
usually much worse options. Things like Excel, Outlook, underfeatured contact managers, and even more primitive options
can seem attractive at first glance, but really should be avoided
by any business that’s serious about sales development
and customer service.

CUSTOMER DATA WILL BE

SAFE &
AND ALWAYS BACKED UP
SECURE

For those out there who are still wary about this whole “cloud
computing” thing–rest assured that your customer data is very
safe and very secure.
Between redundant
backup
data
centers,
encrypted
transmissions, two-factor authentication, and a whole host
of other anti-hack and anti-data loss measures, today’s
CRM vendors are providing security as good, and usually far
better, than most businesses can supply on their own.

MOBILE ACCESS TO

CUSTOMER DATA
IS IMPORTANT

With the recent explosion of smartphones, tablets, and ultralight laptops
combined with the ubiquitous access to WiFi and high speed
cellular data, today’s workforce is more mobile than ever.
Having access to customer data on the go via either a mobile or desktop
cloud application is becoming a standard feature in CRM vendors
product offerings. But some vendors are already much farther
along than others.
By empowering your sales and service teams with access to customer
data from any location, it will make them more effective. Companies that
cling to systems that don’t provide full-featured mobile access will feel
the sting of this omission sooner rather than later.

IT CAN BE CONFIGURED AND

CUSTOMIZED

TO YOUR BUSINESS’S NEEDS
One of the greatest advantages that today’s cloud CRM
applications offer over their older, on-premises counterparts is
the ability for a business to extensively customize and augment
their solution via in-application development and third party
add-ons from dedicated app marketplaces.
Whether it’s more powerful quoting and forecasting, marketing
automation, ERP integration, advanced email tracking, or
something else–enterprise cloud CRM can be molded to fit your
company’s unique business processes.

YOUR CUSTOMERS WILL

THANK YOU
FOR IT

Your customers probably won’t know (unless you tell them)
that you’ve switched to a new CRM solution, but they’ll
thank you for it indirectly.
By implementing a CRM solution that meets your
company’s needs, you’ll empower your business to provide
improved marketing, sales, and customer service to your
prospects and customers. They’ll reward you with more
leads, closed deals, improved customer satisfaction, and
things go according to plan.
ultimately higher profits if

So, even though that company retreat to
Maui that’s penciled in would be pretty
awesome, CRM will pay dividends for years
to come.
(And you can always go to Maui next year.)

We hope you enjoyed this presentation.
Visit CRM Switch for additional CRM
articles, comparison reports, and buying
guides.

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