Reevaluating your process and the available tools every few years is key, regardless of your company’s size or revenue.
Let’s explore the issues that processes without an automated system commonly face.
Issue #1: Missing Functionality in CRM/ERP Software
Most CRM and ERP software have alert and workflow capabilities for monitoring specific activities and receiving notifications when certain actions occur. However, when strictly using a CRM or ERP system you are limited to the functionality that resides in the application and many of these systems do not have the ability to seamlessly integrate with 3rd party applications.
Having additional software allows notifications to be sent to individuals outside of the system such as customers, vendors, distributors, stakeholders and anyone else that needs to be informed of a particular situation.
Issue # 2: Disconnect Between Key Systems
Wouldn’t it be great if sales and marketing could link their data together and ultimately eliminate the divide between the two departments? Well, it’s possible with software to integrate your CRM and Marketing Automation systems. Software integration doesn’t stop with sales and marketing software. In fact, you can integrate any disparate system; examples include: accounting software (ERP) and eCommerce integration, expenses software integration, third Party logistics with ERP, and CPQ software with CRM to name a few.
The benefits of synchronizing your systems will be immediately apparent. By automatically transferring data from one system to another, information is always up-to-date. Without the need to enter information more than once into multiple systems, your employees will not have to waste time with data entry.
Issue #3: Prolonged Manual Processes
Manual business processes involve activities that a company follows and (depending on how long and extensive those activities are) it could prove to be very tedious and lead to errors, increased costs and loss of revenue.
alligatortek can customize your solution to work behind the scenes with your current ERP or CRM software and still function based on the set of rules that the company has formed internally. By eliminating manual, repetitive steps, team member time is saved, enabling them to focus on more productive work.
Eliminating any or all of these key problems with your current processes will save you time and increase efficiency which, in turn, improves the bottom line.