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Frequently Asked Questions
Are you in the business of selling products or services? Do you deal with customers or clients? A CRM will allow you to not only implement a shared database of client data, but a platform to share information about your sales and marketing activities with your entire team. A lot of CRM platforms hype the idea of a 360-view of your customers, and if implemented correctly, that’s exactly what you can expect.
BlueJack has experience with multiple CRM platforms, particularly the market leader: Salesforce. But different businesses have different needs, and we can guide you to choose what is right for you.
It starts with determining what are your business needs. Do you have well defined workflows for your sales team? Do your services offer trial periods and for how long? What does your product line looks like? What do your quotes look like? Do you need to take credit card payments online?
Then we look at what features are supported in the CRM available in the market, how configurable they are, how many users do you require, and which budget your business is comfortable with.
When possible, we try to do a test run of the top CRM option. Regardless, we want to bring in the teams that will be using the software and demo the platform, explain the business expectations, hear their concerns and adjust the implementation plan.
It isn’t a difficult process, if you have the right partner guiding you.
It depends on how much customization you need, based on your business requirements. We have had implementations in as little as a month (little to no customization) and as long as 4 months (well customized, but no external integrations with other platforms). Our recommendation is to have a methodical agile approach where the platform is released as soon as the minimum viable requirements are ready (usually configured Accounts, Contacts, and Opportunities), and then iterate over the solution to customize other features.
✓ Salesforce
✓ Hubspot
✓ ZOHO CRM
✓ and more!
If your business has reached a point where sharing information between teams in marketing, sales, and operations, and you are drowning in spreadsheets and having trouble understanding where the business is going, the right question is “Can I really afford to NOT adopt a CRM system?” Growth collapses once you can’t manage your opportunity pipeline, marketing appropriately to existing and prospective clients, control the granting of free trials, and all the other tasks that a CRM is designed to support. And, keep in mind, depending on your needs there are free solutions in the marketplace.
Let’s talk. We are experienced in helping companies manage their investment, find issues with their implementations, and make the “if it didn’t happen in CRM, it didn’t happen” motto something that their teams support and repeat to each other. We also help your CRM talk to your other software – from a complex ERP to simply recording orders coming from Shopify.
With the right guidance, CRM platforms can be massively beneficial. 47% of polled CRM users reported a significant impact on customer retention and customer satisfaction.[1] It’s important to note that a mere 5% increase in customer retention can produce an increase in profit of more than 25%. [2]
Mobile CRM users experienced an 87% sales improvement, a 74% customer satisfaction increase, and a 73% business process efficiency improvement. [3]
Of those unsatisfied with their CRM platform, 46% reported the lack of satisfaction was due to the platform lacking features, and 11% reported it was due to poor support[1] – both complaints easily resolved with the proper consulting guidance and developer customization.
[1]: Capterra CRM User Research Poll
No. We do way more. But we found that companies that are looking for CRMs or have under-utilized implementations of this kind of software benefit the most from our services. We look at the CRM as the System of Record for many of the common features of every business, and build software to address your needs around it.
Regardless of your needs, we have the experience to get it done on time and on budget.