{"id":4237,"date":"2021-05-07T14:08:49","date_gmt":"2021-05-07T14:08:49","guid":{"rendered":"https:\/\/prisio.com\/?p=4237"},"modified":"2021-10-12T13:27:54","modified_gmt":"2021-10-12T17:27:54","slug":"how-to-know-when-youve-outgrown-your-crm-application","status":"publish","type":"post","link":"https:\/\/prisio.com\/how-to-know-when-youve-outgrown-your-crm-application\/","title":{"rendered":"How To Know When You&#8217;ve Outgrown Your CRM Application"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"4237\" class=\"elementor elementor-4237\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-566ca56 elementor-section-height-min-height elementor-section-boxed elementor-section-height-default elementor-section-items-middle\" data-id=\"566ca56\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-f4f7b52\" data-id=\"f4f7b52\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-f00fa5d elementor-widget elementor-widget-heading\" data-id=\"f00fa5d\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">How To Know When You&#8217;ve Outgrown Your CRM Application<\/h1>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-0909822 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"0909822\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-8b5c80e\" data-id=\"8b5c80e\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-93393dc elementor-widget elementor-widget-text-editor\" data-id=\"93393dc\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>For sales teams to compete more effectively, it is increasingly important to leverage the right technologies. Technology can sometimes appear to be too complex, too advanced, or too costly to implement\u2014especially for small to mid-sized companies.<\/p><p>Many organizations are finding, though, that they are quickly outgrowing their initial approach to CRM technologies because they either:<\/p><ul><li>Don&#8217;t scale to meet growing demand<\/li><li>Can\u2019t integrate with other systems<\/li><li>Aren\u2019t flexible enough to address changing needs<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-59b72e1 elementor-widget elementor-widget-text-editor\" data-id=\"59b72e1\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Ultimately, most sales teams get to the point where they\u2019re ready to leverage the power and flexibility of <a href=\"https:\/\/prisio.com\/salesforce-strategic-services\/\">Salesforce<\/a>. But there are questions\u2026<\/p><ul><li>Is it too complicated?<\/li><li>What will it take to set it up?<\/li><li>How will it be maintained as needs rise?<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4dfec0f elementor-widget elementor-widget-text-editor\" data-id=\"4dfec0f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Here\u2019s the typical journey most sales organizations take, beginning with the initial startup phase.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2f967ef elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2f967ef\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-ab8b85e\" data-id=\"ab8b85e\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3569704 elementor-widget elementor-widget-heading\" data-id=\"3569704\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Spreadsheet approach<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1722d4a elementor-widget elementor-widget-text-editor\" data-id=\"1722d4a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>It usually starts with just a simple Excel spreadsheet, with a few key columns&#8230;<\/p><p>Contact Info, Next Steps, Status, etc.<\/p><p>The organization is still small, there might be just one salesperson, and the pipeline is just starting to get filled.<\/p><p>Then a second salesperson joins, and now there is a need to share information.<\/p><p>A shared Google sheet seems like a simple solution, but as people overwrite information, it can become unwieldy.<\/p><p>Yes, there is Salesforce, but now there are so many other options that cost less and seem much easier to use. Which leads sales managers to start exploring&#8230;<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-70e7609 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"70e7609\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-11f3368\" data-id=\"11f3368\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-be2823b elementor-widget elementor-widget-heading\" data-id=\"be2823b\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Basic CRMs<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c329154 elementor-widget elementor-widget-image\" data-id=\"c329154\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.g2.com\/categories\/crm?utf8=%E2%9C%93&#038;selected_view=grid&#038;segment=small-business&#038;attributes%5B15%5D=all#grid\" target=\"_blank\">\n\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"605\" src=\"https:\/\/prisio.com\/wp-content\/uploads\/2021\/05\/g2-chart-v2-1024x775.jpg\" class=\"attachment-large size-large wp-image-4239\" alt=\"\" srcset=\"https:\/\/prisio.com\/wp-content\/uploads\/2021\/05\/g2-chart-v2-1024x775.jpg 1024w, https:\/\/prisio.com\/wp-content\/uploads\/2021\/05\/g2-chart-v2-300x227.jpg 300w, https:\/\/prisio.com\/wp-content\/uploads\/2021\/05\/g2-chart-v2-768x582.jpg 768w, https:\/\/prisio.com\/wp-content\/uploads\/2021\/05\/g2-chart-v2.jpg 1162w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\"><\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-12c0ec9 elementor-widget elementor-widget-text-editor\" data-id=\"12c0ec9\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p style=\"text-align: center;\"><a href=\"https:\/\/www.g2.com\/categories\/crm?utf8=%E2%9C%93&amp;selected_view=grid&amp;segment=small-business&amp;attributes[15]=all#grid\" target=\"_blank\" rel=\"noopener\">View the interactive chart on G2.com<\/a><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a4859a1 elementor-widget elementor-widget-text-editor\" data-id=\"a4859a1\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Whether it\u2019s PipeDrive, HubSpot CRM, Zoho CRM, Keap, Nimble, Simply, Freshworks, Nutshell, Insightly, Streak, or any of a number of other options&#8230;there is no shortage of SaaS CRM options out there.<\/p><p>It\u2019s not uncommon to start with one, though, get disenchanted, then try another, and another. But there are switching costs, and it is disruptive to change CRM systems.<\/p><p>While the combination of initial price point and attractive interfaces seems compelling at first, companies quickly discover a few things:<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e678b0e elementor-widget elementor-widget-text-editor\" data-id=\"e678b0e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul><li><strong>Thinly-implemented features.<\/strong> Some of the features promised weren\u2019t fully fleshed out, and exist only to bolster a collection of bullet points in the marketing materials so they can \u201ccheck the box\u201d that yes&#8230;they DO have that feature.<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cf1de6d elementor-widget elementor-widget-text-editor\" data-id=\"cf1de6d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul><li><strong>Integration with other systems is limited.<\/strong> Even by using an integration platform such as Zapier (a very popular middleware platform that can connect thousands of applications), often the entire dataset is not available, and there is a limited selection of actions you can take when either exporting or importing data. If the need is to integrate into a robust ERP system, such as NetSuite, Oracle or Quickbooks, it can be especially challenging to do this effectively.<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c141a36 elementor-widget elementor-widget-text-editor\" data-id=\"c141a36\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul><li><strong>Reporting is not flexible.<\/strong> Sure, the standard reports it can generate look great, but whenever you try to do something custom, or it requires working with transformed data, it\u2019s just not possible with these smaller CRMs. This means that you now have the extra step of exporting data, running transformations, then importing it into a reporting system.<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-b34c379 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"b34c379\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-0901509\" data-id=\"0901509\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b151839 elementor-widget elementor-widget-heading\" data-id=\"b151839\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Taking your CRM approach to the next level<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3dde197 elementor-widget elementor-widget-image\" data-id=\"3dde197\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"393\" src=\"https:\/\/prisio.com\/wp-content\/uploads\/2021\/05\/crm-next-level_1000.jpg\" class=\"attachment-large size-large wp-image-4238\" alt=\"\" srcset=\"https:\/\/prisio.com\/wp-content\/uploads\/2021\/05\/crm-next-level_1000.jpg 1000w, https:\/\/prisio.com\/wp-content\/uploads\/2021\/05\/crm-next-level_1000-300x147.jpg 300w, https:\/\/prisio.com\/wp-content\/uploads\/2021\/05\/crm-next-level_1000-768x377.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2c0d10a elementor-widget elementor-widget-text-editor\" data-id=\"2c0d10a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>While basic platforms can be useful at first, if you experienced any of the following situations, though, you may be ready to move beyond a basic CRM into something that can better serve your organization\u2019s needs, and grow along with your business.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7657d39 elementor-widget elementor-widget-heading\" data-id=\"7657d39\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Integrate your CRM with other company systems<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e196b5f elementor-widget elementor-widget-text-editor\" data-id=\"e196b5f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>It\u2019s about more than just importing and exporting. These days, systems need to be able to communicate in both directions, in near real-time. In addition, data management and integration raises some business process questions, such as:<\/p><ul><li>Which system owns the master records?<\/li><li>What is the impact of changes in one system to the others?<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-8277af3 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"8277af3\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-c6d72d7\" data-id=\"c6d72d7\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-d98aa73 elementor-widget elementor-widget-heading\" data-id=\"d98aa73\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Leverage untapped opportunities<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0fda322 elementor-widget elementor-widget-text-editor\" data-id=\"0fda322\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>For example, you may have customers contacting your support department with questions and issues that could represent either new sales potential, or at the least an opportunity for a sales rep to check in with the customer to ensure retention and satisfaction. A more robust CRM can be set up with rules and automation to identify these scenarios and alert the salesperson.<\/p><p>Another possibility is when prospects are interacting with marketing materials, such as emails, advertisements, websites and more. Having that \u201cintel\u201d on prospect behavior enables timely and effective follow up by the salesperson, just when the prospect is most engaged.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-0733166 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"0733166\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-680559d\" data-id=\"680559d\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-879eedd elementor-widget elementor-widget-heading\" data-id=\"879eedd\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Create custom reporting<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-52d5037 elementor-widget elementor-widget-text-editor\" data-id=\"52d5037\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>What good is all that data if it can\u2019t be effectively compiled, managed, reported, and shared? Sales is a numbers game, so being able to create compelling charts and summaries that tell effective stories can help shed light on the performance of individual sales people, territories, accounts, and more. To do this, though, you\u2019ll need to be using a platform that has the power and flexibility to generate whatever view you need.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5228b00 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5228b00\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-245b9ae\" data-id=\"245b9ae\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7eba8c1 elementor-widget elementor-widget-heading\" data-id=\"7eba8c1\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Generate custom quotes<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dfbf670 elementor-widget elementor-widget-text-editor\" data-id=\"dfbf670\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>When it comes to creating quotes and proposals, many sales organizations are cobbling together a hodge-podge of different systems.<\/p><p>Many lower-end CRMs are just not set up to do this, requiring exporting of data, and manual quote creation in other tools, such as QuickBooks, or even hand-crafting and calculating proposals in Microsoft Word or Excel.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2970593 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2970593\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-5b79ec3\" data-id=\"5b79ec3\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-eb49473 elementor-widget elementor-widget-heading\" data-id=\"eb49473\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Create a consistent workflow and process<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5652b1c elementor-widget elementor-widget-text-editor\" data-id=\"5652b1c\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>If everyone on the team is managing their sales information the same way, and with the same process, it enables cleaner data, better reports, and improved insights. Having consistent workflows whether working from a mobile device or your office helps ensure this happens. Most basic CRMs have limited capabilities to do this.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5c6bd17 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5c6bd17\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-33fd73b\" data-id=\"33fd73b\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e63a7f1 elementor-widget elementor-widget-heading\" data-id=\"e63a7f1\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Manage accounts and leads by territories<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a0e464e elementor-widget elementor-widget-text-editor\" data-id=\"a0e464e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Once you have a team that\u2019s covering different parts of the country, there is a need to make sure that territory management is handled with fairness and precision. Most basic CRMs have limited or no real territory management features.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-840e8de elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"840e8de\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-ee59817\" data-id=\"ee59817\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e86d9d0 elementor-widget elementor-widget-heading\" data-id=\"e86d9d0\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Summary<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e82449d elementor-widget elementor-widget-text-editor\" data-id=\"e82449d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Have you outgrown your CRM? If the story above feels familiar, it is time to consider Salesforce. Salesforce goes far beyond CRM and is the leading platform on which businesses grow.<\/p><p>Prisio can help you evaluate whether Salesforce makes sense for your business. With its feature rich and low cost Quickstart implementation offerings, Prisio can also help you implement Salesforce.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1699f9e elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1699f9e\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-f48fe71\" data-id=\"f48fe71\" data-element_type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-d517e51 elementor-widget elementor-widget-heading\" data-id=\"d517e51\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Key questions to consider\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-79a96e4 elementor-widget elementor-widget-heading\" data-id=\"79a96e4\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">When considering your next step with CRMs, here are some things to keep in mind:<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e1e88b8 elementor-widget elementor-widget-text-editor\" data-id=\"e1e88b8\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul><li>Could you be missing opportunities from other parts of the business?<br \/><br \/><\/li><li>Is the team doing too much data entry?<br \/><br \/><\/li><li>Are you spending too much time manually creating reports and analyses?<br \/><br \/><\/li><li>Do you keep running into limitations and workarounds with your current system?<br \/><br \/><\/li><li>Is your data inconsistent because everyone is using their own process?<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>While basic CRM platforms can be useful at first, if you experienced any of the following situations you may be ready to move beyond a basic CRM into something that can better serve your needs and grow along with your business.<\/p>\n","protected":false},"author":10,"featured_media":4239,"comment_status":"closed","ping_status":"open","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8 - 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