3 Wins of a Professional CRM Implementation - Fortimize | Fortimize

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3 Wins of a Professional CRM Implementation

August 7, 2016

[fusion_builder_container background_color=”” background_image=”https://fortimize.com/wp-content/uploads/2015/11/business3_lg-1.jpg” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ background_repeat=”no-repeat” background_position=”left top” video_url=”” video_aspect_ratio=”16:9″ video_webm=”” video_mp4=”” video_ogv=”” video_preview_image=”” overlay_color=”” overlay_opacity=”0.5″ video_mute=”yes” video_loop=”yes” fade=”no” border_size=”0px” border_color=”” border_style=”solid” padding_top=”150px” padding_bottom=”” padding_left=”” padding_right=”” hundred_percent=”no” equal_height_columns=”no” hide_on_mobile=”no” menu_anchor=”” class=”” id=””][fusion_builder_row][/fusion_builder_row][/fusion_builder_container][fusion_builder_container background_color=”” background_image=”” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ background_repeat=”no-repeat” background_position=”left top” video_url=”” video_aspect_ratio=”16:9″ video_webm=”” video_mp4=”” video_ogv=”” video_preview_image=”” overlay_color=”” overlay_opacity=”0.5″ video_mute=”yes” video_loop=”yes” fade=”no” border_size=”0px” border_color=”” border_style=”solid” padding_top=”40px” padding_bottom=”40px” padding_left=”” padding_right=”” hundred_percent=”no” equal_height_columns=”no” hide_on_mobile=”no” menu_anchor=”” class=”” id=””][fusion_builder_row][fusion_builder_column type=”1_1″ background_position=”left top” background_color=”” border_size=”” border_color=”” border_style=”solid” spacing=”yes” background_image=”” background_repeat=”no-repeat” padding=”” margin_top=”0px” margin_bottom=”0px” class=”” id=”” animation_type=”” animation_speed=”0.3″ animation_direction=”left” hide_on_mobile=”no” center_content=”no” min_height=”none”][fusion_text]Back to Blog[/fusion_text][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container background_color=”” background_image=”” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ background_repeat=”no-repeat” background_position=”left top” video_url=”” video_aspect_ratio=”16:9″ video_webm=”” video_mp4=”” video_ogv=”” video_preview_image=”” overlay_color=”” overlay_opacity=”0.5″ video_mute=”yes” video_loop=”yes” fade=”no” border_size=”0px” border_color=”” border_style=”solid” padding_top=”0px” padding_bottom=”0px” padding_left=”” padding_right=”” hundred_percent=”no” equal_height_columns=”no” hide_on_mobile=”no” menu_anchor=”” class=”” id=””][fusion_builder_row][fusion_builder_column type=”2_3″ last=”no” spacing=”yes” center_content=”yes” hide_on_mobile=”no” background_color=”” background_image=”” background_repeat=”no-repeat” background_position=”left top” hover_type=”none” link=”” border_position=”all” border_size=”0px” border_color=”” border_style=”solid” padding=”” margin_top=”” margin_bottom=”” animation_type=”0″ animation_direction=”down” animation_speed=”0.1″ animation_offset=”” class=”” id=””][fusion_title size=”3″ content_align=”left” style_type=”default” sep_color=”” margin_top=”” margin_bottom=”” class=”” id=””]3 Wins of a Professional CRM Implementation[/fusion_title][fusion_separator style_type=”none” top_margin=”20px” bottom_margin=”” sep_color=”” border_size=”” icon=”” icon_circle=”” icon_circle_color=”” width=”” alignment=”center” class=”” id=””/][fusion_text]

[fusion_dropcap color=”” boxed=”yes” boxed_radius=”0px” class=”” id=””]D[/fusion_dropcap]ashboards and cloud security are only part of the CRM story. It’s more than choosing the best platform, it has to create tangible results for you.

A very simple example is like owning a car; if you don’t perform necessary maintenance or use it correctly, it will seem as if it doesn’t meet your needs. But there are times where hiring a professional with industry expertise can create significantly more value than doing your own CRM configuration.

This post reports that nearly 80 percent of potential return on CRM investment is missing in businesses that fail to properly implement.

On the other hand, we know one wealth management firm saw 24 percent growth in one year after engaging Fortimize.

What’s the difference between a good implementation and a bad one?

1. A clear plan

Proper consultation requires understanding of your business model. A good consultant will ask questions around your operational goals and determine CRM solutions to solve them.

2. Experienced leaders

When a dedicated project manager is focused on your implementation, your team can continue work while customization is in progress. An objective project manager follows the plan and keeps your team on schedule.

3. Best practices

A scalable firm can create a plan that fits your needs, drawing on experience gained by solving common problems. The benefit is a job done right the first time, which yields time and cost savings.

Force Optimized has completed over 250 projects creating simple solutions for complex problems in the financial services industry. Learn more about how we can help you right here.

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