Data migration : Migrating existing data to a new CRM system can also be challenging.
Companies should ensure that all relevant data is transferred cleanly and completely. This will avoid data problems and information loss.
User training : In order to use CRM successfully, appropriate employee training must be provided.
Training programs should be comprehensive and continuous to ensure that all users can use the system efficiently.
Continuous maintenance and improvement : A CRM system requires constant maintenance and adaptation. It’s good that many CRM solutions are offered as software-as-a-service (SaaS).
However, it is important to regularly integrate updates and new features provided by the software provider. Companies can also collect feedback from users and pass it on accordingly to achieve the maximum benefit.
Recommended CRM systems for your digital platform
Below we present some of the leading CRM solutions that stand out for their functionality, adaptability and integration into existing systems. Whether Salesforce, Microsoft Dynamics 365 or HubSpot and SAP Customer Experience – these platforms offer tailor-made solutions that meet the different needs of companies.
Salesforce
Salesforce is one of the world’s leading providers of CRM systems and moj database offers comprehensive features for sales, customer service and marketing. It is known for its scalability and customizability, making it ideal for companies of all sizes. Salesforce integrates seamlessly with numerous third-party applications and offers a user-friendly interface.Microsoft Dynamics 365 is a powerful CRM solution that integrates seamlessly with existing Microsoft products. It offers comprehensive analytics and AI capabilities that help optimize business processes and increase efficiency.HubSpot has a free and extremely user-friendly CRM platform that is suitable for small and medium-sized businesses as well as large companies. It offers a free basic version and advanced functions for sales, marketing and service in the premium packages. In addition, HubSpot is strong in integration with other, already existing tools. For example, the integration with Salesforce, Microsoft Dynamics 365 and SAP Customer Experience works excellently.
SAP Customer Experience
SAP Customer Experience is a robust CRM platform specifically great for live training and product demonstrations designed to meet the needs of large companies. It integrates seamlessly with other SAP solutions and offers comprehensive functionality for sales, marketing, and service departments. SAP is known for its reliability and security, which makes the solution particularly attractive for companies in highly regulated industries.
Read this blog article:
Digitalization platform HubSpot compared to SAP
Conclusion
Effective management of customer relationships is crucial to the success of a company. CRM systems (Customer Relationship Management Software) manage these relationships. They help companies collect valuable customer data, improve communication and increase the efficiency of sales and marketing processes.
A digitalization platform based on a CRM system is not just a customer relationship management tool, but also a central platform for the comprehensive support of a variety of business processes in the areas of marketing, sales and service.
Read more:
Tackling digitalization: Steps from the current state to the digital roadmap
By integrating different departments and automating processes, companies work more efficiently, make data-driven decisions and offer a consistent and personalized customer experience. Careful planning and, if necessary, support from experts can help to ensure that integration into existing systems, data migration, employee training and software maintenance are effective and do not disrupt employees’ workflows.
Digital Transformation Companies:
LANGEundPFLANZdigital accompanies and supports bfb directory companies in the individual challenges of digital transformation in the areas of marketing, sales and customer service. Benefit from the numerous advantages of a modern CRM system and strengthen your competitiveness!
