Integrate your CRM tools seamlessly using Microsoft Flow

Integrate your CRM tools seamlessly using Microsoft Flow

What exactly Microsoft Flow in MS Dynamics 365 signifies? How does it work and what are the basic level advantages associated with this? This app comes with office 365 suite, it is a cloud application integration tool with functionality that includes connecting to different applications to achieve data integration between these apps. Microsoft Flow connects, automates and simplifies the process as you can, “work less, do more”, by effectively monitor, manage, create from anywhere. Now, you can do a lot of different work at the same time as to get notifications, sync files and collect data or automate approvals.

As the name signifies Microsoft Flow is a kind of workflow process, as it expedites and smoothens the process. Microsoft Flow enables power users to work smarter by automating workflow across favorite apps and services. Looking to connect the CRM platform with other software solutions? This will facilitate cost-effective alternatives saving time and minimizing the dependency on the third-party applications.

microsoft flow

Microsoft flow

This further makes the whole process swift and effective by synchronizing two different systems to consume data from one system and send out to the other. The following normal tasks on CRM data in MS Dynamics 365 is completely automated as Microsoft Flow expedites events by creating workflows such as in

  • Connect different applications with social media platforms
  • Sending an email notification when a new record is added to common data model
  • Generating CRM leads out of the Excel table.
  • Send/Receive event based notifications and approvals
  • Create task on Wunderlist for a complete new Lead
  • Collect/update CRM data and
  • Synchronize files and save/share files and more
Microsoft flow

Microsoft flow

With this advanced feature in, Microsoft end-users can swiftly trigger a basic flow the moment a new lead is generated with ready solution templates and find the event that you want to use as the trigger. This is a two-way exchange of tasks as the information not only flows inside Dynamics 365 but goes out of it.

  • Microsoft flow simplifies the process to modify and create a SharePoint a web-based application item based on a Dynamic CRM.
  • Yammer is a private social network that offers a great alternative to remaining connected with office colleagues to share information, create and edit documents, post conversations, without sending any email or attending any meetings. Microsoft Flow simply links to Yammer for the latest update on the new opportunity.
  • A new lead is created in CRM via social listening as the event is triggered the moment the user creates a flow. This creates Dynamics CRM leads out of the twitter database of tweets as the company name is mentioned in the tweets, Facebook or sometimes liked in the post or else a new person or potential prospect follows you on twitter.
  • The moment someone tweets about your company you can set up a flow that follows them, add them to the spreadsheet that gets instantly emailed to for your approval then add as a contact to Salesforce or dynamics 365.
  • Microsoft flow can connect to dozens of different services. It has global applications that help you track your work on the go with administration experiences.

Key Takeaway Features:

The most common use of Microsoft flow is to simplify and automate the entire sales management with the folowing features:

  • You can leverage Microsoft Flow in two different approaches as you can automate the tasks and connect apps together from a template or create your own multi-step flow across several apps
  • You can get up to the minute updates as you can easily receive an email with detail about the CRM lead or push notification sent out to your mobile device.
  • Microsoft flow can also be used to copy files, as in case a new file is added to a folder or drop box you can instantly copy to a folder in SharePoint.
  • This offers an interesting means to tap on the social media platforms about people’s conversation as what they are saying about your business. In addition, you can create a flow or trigger to collect customer information as invaluable CRM data whenever a new tweet is posted, Microsoft flow will copy those tweet detailed data place it in a SQL database which can later be connected by business intelligence tool power BI.

Moreover, the best part of this feature is that you can build and manage the Microsoft flow either on a web portal or mobile device. Besides this security checks can also be implemented through additional data loss prevention policy using the indispensable flow admin.


How CRM integration can help an e-commerce store drive more sales

How CRM integration can help an e-commerce store drive more sales

E-commerce online platform in the form of web store is the new mode of virtual shopping. Though the entire process of online shopping is convenient from the customer perspective that involves instant internet shopping but managing sales in e-commerce store is always complicated for the business. With the rapid evolution of information technology and digital transformation, the easy access of the robust e-commerce store on digital gadgets smartphones and tablets is the new norm of smooth shopping at the comfort of home and on the move.

  • Almost half of the world’s population more than 3.2 billion people worldwide use the internet.
  • E-commerce store facilitates time-saving alternative with convenience, better infinite choice and 24/7 availability.
  • Mobile phone users worldwide is expected to pass the five billion mark by 2019

These three facts lay the foundation for the fast catching up of the online shopping trend with a global population of 7.4 billion and more. Customer data and information play a significant factor in driving the overall sales growth for the Online shopping platform with the following add-on.

  • More than 100 million users visit online shopping websites per month
  • An estimate of 2 billion people worldwide moving to e-commerce store to avail goods and services.

Comprehensive business software for real-time sales insight

CRM is a business terminology abbreviation for Customer Relationship Management in fact, CRM for sales is a lead nurturing business software. The software technology in the form of automated sales management software help an e-commerce store drive more sales. Employing CRM technology come handy with its own sets of assets for sales growth and customer retention. Comprehensive CRM system strategies helps to manage business relationships with the customer. CRM software give the complete data consisting of customer’s buying history, preferences, and concerns to the customer handling staff.

Benefits of Dynamics CRM customization services in Ecommerce store

CRM integration is well-suited for e-commerce enterprise to analyze customer interactions and enhance customer communication with a comprehensive centralized customer database.

  • A good cloud based CRM system provide universally accessible, centralized database of all your leads, accounts and contacts to handle all customer facing activities in a business from marketing to sales to technical support and customer services.
  • High-end CRM helps a business in making informative decisions to adjust their marketing campaigns and increase sales as they get to know which customer buys what after analyzing the collected customer record.
  • The customers may include the existing one, new ones or the one of future. There is a great need to organize, manage, track & nurture current and existing customers for the well-organized customer relationship.
  • Robust CRM keep record of customer and on the basis of customer experience e-commerce store management can develop strategies to arrange, oversee and track its existing and potential customers.

In addition, the e-commerce store sales manager connects with the individual who need the products/ service and impart out of the box customer service on the basis of customer needs, patterns, behaviors, and trend. One of the major advancement of CRM applications is collecting data & analyze it at the same point of time. With the help of CRM software for small business, one can quickly customize the leads, sales, marketing and case management by making few clicks only

Dynamics CRM online integration is vital for e-commerce store sales

Cloud-based CRM assist enterprise to take key critical business decisions with sales insight from storage of customer data consisting of customer details, accounts, information, and leads. The entire sales department can view the sales updates and track customer behavior on an ongoing basis.

  • E-commerce CRM for sales teams proves cost effective as it automates marketing and sales analytics saving time and money
  • Comprehensive e-commerce store launches the new range of products and CRM provide necessary insight into the valuable organized data of the products and packages that clicked well with the customers. The entire sales efforts are streamlined to drive sales, nurture leads and qualify prospects on the basis of the real- time e-commerce data on customer engagement.
  • All-In-One e-commerce, CRM platform facilitates customer engagement with GUI dashboard, that send email automation and web notifications, analyze customer data, capture lead, support customer complaints through live chat and helpdesk.
CRM Integration

CRM in ecommerce

Boost Customer engagements with Dynamics CRM customization Web notifications

  • With the access to customize templates the entire task of email Automation & marketing consisting of promotional or welcome emails are sent instantly to the customer for enhanced engagements
  • Feature rich e-commerce CRM facilitate users’ consistent correspondence through the detailed view of the automated transactional email stats on various promotional offers.
  • The e-commerce’s store web management focus on the constant customer touchpoint by sending the notification to keep them informed. These notifications come handy with various positive benefits as the customers are well informed of all the new product specifications and special offers. Both the existing customers and the new prospects can be targeted with trackable & customizable web notifications on recommended offers to increase conversions and minimize on the bouncing customers with exit notifications.

Improved Social Enhancements through dedicated social media Dynamics CRM integration

Sales Management Software facilitate a lot of social insights to tap and capitalize on your potential customers likes, dislikes as it will detect potential cases and leads from different major social platforms and channels like LinkedIn, Facebook, Twitter, Instagram etc. With a robust Social CRM, integrated Ecommerce store remains in touch with the customers and prospects by following them and listening to their conversations over social media platforms. The major social media platforms engage customers and prospect leads with marketing, sales and customer service that further includes social engagement with the prospect and social customer service.

  • Identifying customer data patterns to improve customer service and decision making.
  • Converting an engagement on a social channel into a lead. Target your sales and marketing efforts based on data analysis.
  • Converting a question posted on a social channel such as Facebook into a support case.

Amplify Customer support service with Dynamics CRM support in e-commerce store

  • This enhanced tool collects relevant customer feedback data and store it with the centralized customer records.
  • CRM can help business to analyze customer complaints and suggestions, and make changes accordingly.
  • Ecommerce CRM efficiently expedites business with the voice of the customer feature improving customer satisfaction.

E-commerce store simplified the way we purchase, at the convenience of our home or on the move, digitally transforming the global economy. As more and more technology evolution is moving towards artificial intelligence, upcoming online web store will be equipped with the new state -of-the-art CRM suite for futuristic shopping. What else would you like to add to this post in the CRM integration the e-commerce store. Let’s hear it in Comments section if you liked this post. In case, you are having a customer sales cycle to be managed automatically, get in touch with our ace MS Dynamics CRM Consultant as we are more than delighted to discuss your CRM plans, you can definitely contact our subject matter expert consultant by clicking on the side link. We’d be happy to help.


How to adapt to MS Dynamics CRM in an organization using excel for Customer management

What is CRM and how can we use it for business automation?

MS Dynamics CRM is indispensable automated sales software that facilitates seamless, Customer Relationship Management (CRM). This system provides all the benefits that boost productivity in the entire phase of the customer relationship cycle straight, from the initial stages of lead capturing to account creation than in the final stages of after sales process.

The business terminology CRM is an acronym that stands for Customer Relationship Management. The basic infrastructure of a business model and ROI (Return on Investment) is dependent on the healthy relationship with the customers. Or, we can say that if there are customers then there is business otherwise no revenue would take place. The traditional approach for customer management and engagement involve usual manual data handling approach, to upload leads, run email marketing campaigns through text and purchases. The comprehensive sales software helps sales, marketing ,customer service professionals and MS Dynamics CRM Consultant, capture lead, which is an expression of interest favored by the existing, new one or future customer, who places an inquiry about the products or services.

Advantages of Microsoft Dynamics CRM that makes it the best sales software at the enterprise level

  • Microsoft Dynamics CRM Online finds maximum use, on the corporate level, owing to its lots of automation features smoothly aligned with an attractive intuitive interface that prompt excellent reporting tools.
  • It is fully developed for overcoming the complexity of the traditional sales and marketing practices, as this is a great alternative to complex customer relationship management requirements, specially developed and designed for mid to larger organizations.
  • Microsoft Dynamics CRM offers relevant social media analysis and dedicated reports on sales and customer service automation.
  • Helps sales professionals and Microsoft Dynamics CRM Consultant manage sales at the best, as the integrated approach to collaboration in the teamwork is, taken at its best as the entire sales team work in unison.
MS Dynamics CRM Consultant

Excel & MS Dynamics CRM

MS Dynamics CRM is the best alternative, to the traditional Excel way of data handling

Customer Relationship Management is an all-purpose strategic automated sales tool. This robust sales software suite facilitates companies, to flourish customer base and keep track of all the sales and marketing activities via a centralized database. This is a part of the most sought after business process automation that accelerates business processes, to garner additional revenue in minimum possible time. Widely employed at enterprise and corporate level in mass scale CRM software effectively tracks and manage existing, regular and potential prospects or customers

Benefits of CRM over traditional electronic spreadsheets (Excel) employed for data handling

  • Customer relationship management is an important factor that plays a vital role, in enhancing the sales figure through effective customer service management that minimizes all the manual data entry done via Excel spreadsheet.
  • There are two main primary causes of software origin, one is well-known as everything is gone paperless and another one is the swift and effortless completion of the task. The same thing goes well with the sales automation software, as the wide scale CRM implementations at the enterprise and corporate work process simplifies the entire sales, marketing campaign
  • Tracking customers in Excel data is a thing of the past, as cutting-edge Microsoft Dynamics CRM software solution is a feature-rich innovation, to directly upload Excel sheet in the CRM database.
  • Sophisticated calculation is possible in CRM as compared to MDynamics CRM
  • The MS Dynamics CRM application facilitates Status record calculation in the form of percentages and statistical analysis
  • Data is exported in the form of reports for end-user
  • Since Excel is very much familiar to almost all the users, so it is easy for CRM users to export and import CRM data.
  • In addition, now the communication benefit of mobile CRM is superb for MS Dynamics CRM Consultant, as it is independent of the office environment.
  • Apart from this CRM is a cloud-based application that is easily accessible from any internet connected device

Moreover, when CRM is employed, customized and implemented in the proper way, it is the refined centralized database of all the relevant information consisting of marketing, sales, service, and operations. In fact, it’s now easier to implement Dynamics CRM at enterprise and corporate level with companies already having seamless Microsoft resources and infrastructure.


Things To Know Before Hiring A CRM Consultant

Things To Know Before Hiring A CRM Consultant

Your organization might need a CRM consultant to choose and implement the right CRM (Customer Relationship Management) solution for your business. They can comprehend requirement & implement a CRM for your business. There are various numbers of CRM advisers accessible, who have numerous years of experience in customer relationship management systems and know the best ways to enhance business growth.

Hiring a CRM consultant is a good decision for any business whether it is a small or a major one as it helps to avoid wastage of time, cash and efforts.A CRM specialist can give assistance to any business that experience difficulty with customer relationship or customer service management and they don’t know how to handle it.

The right CRM expert can analyze your requirements and provide you with best solutions for your business.

Before choosing or hiring the CRM consultants, you need to focus on the following points:-

The right abilities & knowledge as the key points to hiring a CRM consultant:

CRM Consultants must have skills that you are searching for in implementing or configuration the CRM for your business. Some CRM specialist may have more specialized skills, some have better business work process comprehension, some are better trainers or some may share your business vision or comprehend your corporate culture superior to any other thing. Not all abilities may be required for your project.


Ace CRM Expertise

Consider Your Business Strategic Planning:

Know your implementation or upgrade, installation, objectives of your business, alignment between CRM software and CRM Strategy and the financial cost which you plan to allocate in counseling.

Focus on the fact that greater is not generally better when hiring a CRM consultant:

For your business, if an expert appears like a good fit, don’t take your focus off from smaller operations. Besides, if a consultant charges premium cost it doesn’t mean it offers great services.

Cynoteck has been awarded as one of the Top 20 CRM Providers by the ERP Magazine. We have a team of expert CRM consultants, who have wide experience in offering services for implementation and configuration of a CRM (For small and large scale business).

  • Our experts help you to generate more sales lead.
  • Provides better sales lead management through the business cycle.
  • Offers best customer service management services.
  • Stay in contact with your clients to build customer loyalty.

Increase client retention by offering the right products at the correct time to the right clients to coordinate their needs and desires. At Cynoteck, our expert CRM consultants are more than delighted to discuss your CRM plans. Consult Cynoteck for an array of best CRM solutions, and a commitment to service excellence. In case, you are having a customer sales cycle to be managed automatically, then this is the optimum time to get sales automated via MS Dynamics CRM. Learn more about MS Dynamics CRM role for your business and get the answer to your questions on this, don’t hesitate to contact our subject matter expert consultant by clicking on the side link. We’d be happy to help.


Salesforce – Data Archival Needs and Strategies

Salesforce – Data Archival Needs and Strategies for salesforce consultant California

Salesforce being a cloud based multi-tenant application needs to closely monitor its resource usage. Be it server processing time, transactions or data storage, all resources need to be monitored for justified usage. One of the essential   limit is data storage limit.

What happens if Data storage limit runs out?

Well, Salesforce just doesn’t immediately stop users to insert new data if data storage reaches 100%. Salesforce allows users to continue using their applications and create/ update data up to a grace limit (usually around 110%, but may vary). Once the grace limit is breached, Salesforce will not allow users to perform any create/ update operation and throw errors if users try to do so.

Benefits of Data Archival

As we have established that data archival is essential in Salesforce, let’s understand what are benefits of implementing data archival for salesforce consultant California :-

  1. Optimum data storage usage– optimum use of data storage provided by salesforce
  2. Reduced cost– as we can keep reusing data storage for more relevant data and keep non relevant data in backup locations
  3. Consistent application performance– with growing data the application can also become slow and nonresponsive. Event standard functionalities like listview, reports can start exhibiting degraded performance. With appropriate data archival processes, only relevant data will be persisted within Salesforce, hence enabling better performance of listviews, search, queries, reports
  4. Compliance– many industries are governed by various compliance rules (for e.g. Insurance, Finance etc.) and need to adhere to all the defined data retention guidelines/ policies

Planning for disaster is planning to avoid it

It is very evident that an appropriate data archival strategy needs to be designed and incorporated. Salesforce doesn’t profess any specific data archival mechanism, but recommends designing an appropriate data purge mechanism

Backup options

  1. BigObjects (Pilot):Salesforce has recently launched a new data storage mechanism called “BigObjects”. It is bulk data storage option within Database layer of salesforce. As per forums, this is an HBase data storage platform which means it’ll be able to handle huge loads of data (probably >100M records) and can be used for bulk data processing. However, at this stage there are limited details around this feature
  2. Cloud based archival platforms: with ever increasing demand for backup and archival needs, some major cloud players have provided data archival and backup platforms viz. Amazon GlacierGoogle Cloud storage(Nearline) etc.
  3. Cloud based archival services:some innovative players have started offering cloud based backup and archival services BackupiFySpanningOwnBackup Each product has myriads of features ranging from data comparison, snapshots, automatic backups, user based backups, one click restore etc.
  4. External On-Prem archival:often organizations may choose to utilize an in-house tool to manage backups and data archival (a database within local network)
  5. Scheduled backups: Now, this is included purely for informational purposes. Salesforce provides administrators ability to get backup of their Salesforce data (can choose specific salesforce objects). This can come handy for ad-hoc backup needs without using any third party tool. Once data backup processing is completed, Salesforce stores data backup files in a shared FTP location and emails FTP location to administrator
  6. Manual data backup via Salesforce: Administrators can manually download data from Salesforce using Apex dataloader or any other third-party tools
  7. Archival Custom object (least preferred):Create a custom object to store archived data. The only benefit this approach provides is ability to improve performance, as it keeps a check of data rows in the main object


In this way salesforce consultant California can monitor the benefits of data archival thoroughly. Irrespective of what approach you finalize for your organization, identifying one is very important. Not planning for data archival in a cloud based SaaS app is like waiting for the disaster to happen. The biggest problem for data archival is that it is mostly underestimated. Once, data size becomes huge, it is quite difficult to ideate and implement an appropriate data archival strategy, even further problematic to test it.


Cynoteck- Leading MS Dynamics CRM Consultants

Cynoteck- Leading MS Dynamics CRM Consultants

CRM, a customer relationship management platform that can adapt, scale and make your business grow to new heights by gaining profits for you easily. We at Cynoteck provide our customers some of the best strategically configured CRM solutions that are specially crafted to meet the specific needs of the industry. Our MS Dynamics CRM Consultant professionals help you out in enhancing revenue, reducing cost and improving customer experience by providing best solutions that fit your needs.

Do you know how MS Dynamics CRM can power your productivity?

A CRM system is helpful for an organization which looks forward to attaining a 360 degree view of their customer data. It also adapts to the environment of your business and accelerate customer satisfaction.

CRM Helps in Winning More Deals!

As, this is totally integrated with Microsoft Outlook, it ensures rapid adoption and fast results. Most of the time, your sales team is looking for a solution using which you can win more deals by spending less time. Since Outlook is used by almost every sales person and MS Dynamics CRM Consultant MS Dynamics CRM seamless integration makes handling your sales activities a piece of cake. Take full advantage of this software for lead tracking, streamlined approvals and forecast for real-time sales.

Increased Loyalty for Customers with CRM

There are certain tools in CRM that empowers your field service technicians, field agents, sales representatives, marketing managers and MS Dynamics CRM Consultant in the simplification of case management, knowledge sharing and helps in the effective management of accounts.

Maximum ROI

Being a perfect software, there are flexible tools that simplify the work for improving the marketing effectiveness.

How Cynoteck can help you?

Based on our years of experience and hard work, we help out our customers with amazing business strategies. However, we ensure a complete transformation with the help of CRM that further aligns your objectives and strategies. Cynoteck has end-to-end capabilities in CRM that visions to create a road map for the implementation, analysis and analytics for assessment.

Today, we hold a strong place in the market and earned accolades from the companies all around the world for providing one of the best CRM consulting services.We look forward to serve our customers to the best of our abilities and reaching new goals and heights with every new implementation.


Top 5 CRM Software Small Business Should Know

Top 5 CRM Software Small Business Should Know

Customer Relationship Management (CRM) is an important implementation strategy for upgrading business processes. It is the most ideal approach to discover, attract and increase new client for a business. In this competitive global market, CRM is an important software to grow up successful business. CRM solution enhances the leads, hence it gives a chance to the sales to get enriched information about a lead and convert it into an account. CRM programming is multi-faceted for both the business and the clients. For any business, clients are all that much fundamental. Customer Relationship Management (CRM) software can undoubtedly get incorporated with the work process and guarantee more efficiency. It encourages high communication with the clients by easy to use interface. Out of the many CRM solutions available following are the top 5 CRM Software:-

Microsoft Dynamics CRM:-


Dynamics CRM was first released in the year of 2003. It provides solutions for different commercial enterprises, for example, government, health care, money related administrations, manufacturing, retail, proficient administrations and education sectors. Sales Force Automation, Marketing Planning, Call Center Solutions. It is created to work consistently with Windows, Office365, Skype, SharePoint, Cortana Analytics, Azure. Yammer and PowerBI. It works on the .NET framework permitting developers to incorporate different applications utilizing web services. It can be accessed through iPhone, Android and Windows smartphones.

Salesforce CRM:-

saleforce crm software

The Salesforce cloud is a pioneer in on-demand customer relationship management. The framework offers a wide suite of CRM applications for small, mid-business sector and enterprises with a focus on sales and support. This in the list of Top 5 CRM Software offers wealth management and financial management solution services.Salesforce CRM for small scale business allows clients to deal with a boundless number of contacts, track sales deals, oversee assignments and occasions, harvest web leads and track execution with reporting.

Pipedrive CRM Software:-


Pipedrive is a famous sales CRM with visual outline and usability. Its client interface that visually reflects the characteristic stream of the business pipeline. Pipedrive intends to simplify the procedure for business people to concentrate on the right arrangements at the right times and give directors a clear diagram of the organization’s performance.

TeamSupport Software:-

Team Support Logo - Color JPEG

TeamSupport is the key to a successful client support and better for client experience. TeamSupport is a client support program that helps team to work better together without miscommunication, enhancing client correspondence and quickly tending to customer issues. TeamSupport’s full-benefit programming suite was worked for the team that drives an organization’s client services.

Mhelpdesk CRM Software:


Mhelpdesk is best CRM to provide field service solution. It works to manage billing reports, manage service requests, and clients relationships data. This framework has been come around since 2007 and as now it provides its services for more than six thousands organizations to manage their file service business. Mhelpdesk has numerous of components to support a field administration arranged business, incorporating reconciliation and accounting.This concludes the collection of Top 5 CRM Software.


Your First Step To Success- CRM Software

The success of any company relies on the type of relationship it shares with its customers. For this, CRM software is one of the most vital function for every business.

Also, a company must have a well structured process of sales, otherwise it ends up with a huge financial loss. One of the major reason behind this is, inability to capitalize on the leads accumulated by the sales force.

This does not mean a company having CRM or customer relationship management software in place can not run into losses.

The other thing that you need to understand is that every CRM software is not made equal. As, some are made to serve a large organization whereas, another may incorporate a small business.

It would be a wise decision for you, that not to buy large number of CRM tools, in case you have a small business. This would simply be a wastage of money. Buying the right customer management software for fulfilling your business needs is a very crucial decision for any organization.

Cloud based customer relationship management software is a perfect choice for unparalleled flexibility and affordable rates.These cloud based CRM software can be specially tailored for meeting your required needs, this is one of the best ways to meet your needs & a cost effective option as compared to an on-site CRM.

Unlike an on site CRM, cloud based CRM doesn’t need to invest in a devoted server and gives you flexibility in order to log on to the CRM Software tools by making use of an Internet connection only. You can set access levels by which only relevant information will be shared with the staff members.

One of the major advantage of this is that it helps in keeping you connected with your business 24X7. This makes managing your business much earier. Experts in cloud CRM technology can customized these CRM software packages as per your neede to improve your sales and services.

There are large number of online vendors that sell customer management software, you can just google them and purchase them online. But, make sure to compare prices and reviews before you buy any one.


Are You Looking Forward To Hire A CRM Consultant?

Are You Looking Forward To Hire A CRM Consultant?

Is your company planning to implement a CRM system? If yes, then there are many reasons for which you need to hire a CRM consultant. Every business has sufficient manpower for effectively handling a CRM’s day to day activity, but for a CRM implementation you should consider hiring an external consultant. If you are yet not sure why your company should have a CRM system, consider reviewing our post Why does every business need a Customer Management Software-CRM

Here are the some of the reasons to consider hiring a CRM consultant:

  • Years Of Experience : Every business does not have a personnel who is an expert in CRM. This means, there is a need to provide wings to the internal resources by hiring a consultant. An external consultant can ease out a lot of pressure from your team as he already has the expertise necessary to maximize the success of the implementation.

  • Prioritize Your Requirements: With the years of experience and dealing with many clients makes that CRM consultant understand how things are to be set in priority. Simply, this will help you out in eliminating the things that were actually never required.

  • Loss of productivity: With the implementation of  a CRM system in your company using your internal resources, maximum time is wasted on implementation rather than your resources performing their current job. This makes it totally inefficient & ineffective way of implementation. This will definitely take away the ability of an employee to perform his current job. To avoid such circumstances a CRM consultant acts as a perfect choice.

  • Plugins and Third Party Product Recommendations: 
    Instead of reinventing the wheel a CRM Consultant can give you recommendations on Plugins and Products that can enhance your CRM experience. These products include but are not limited to Email Campaigns, Marketing automation etc.

  • Training:  An external consultant with his years of experience can quickly and effectively train the end users instead of someone who is relatively new to CRM .