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SALES SERVICES

CRM Implementations Agency
Located in Toronto and Servicing Canada & USA

If your organization has a sales department with at least five sales reps, then odds are you’re using a Customer Relationship Management tool (CRM). These tools enable sales teams to efficiently manage their sales opportunities so that they can close more business.

Today, CRM technology is lightyears ahead of where it was ten years ago. Modern CRM solutions tools allow you to build custom playbooks and automation to ensure every sales rep follows your organization’s sales process. This innovative technology is what has enabled many organizations to scale their businesses quickly and predictably.

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What is a CRM?

Customer Relationship Management Software (CRM) is a tool used by salespeople to manage leads and opportunities.

Salesforce, Oracle, ZOHO, Hubspot, SugarCRM, and Pipedrive are examples of different CRM’s on the market today.

For small and medium-sized businesses with a sales force, a CRM is crucial to scale business, especially in competitive markets.

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Benefits of a modern CRM

There are many benefits in implementing a CRM, including:

  • Assign lead ownership to reps
  • Management of leads
  • Automate communication
  • Create a defined blueprint for managing leads and opportunities
  • Forecast what’s closing & future revenues
  • Identify customer trends; which industries are buying, geographic regions performing well, which products are selling, etc.
  • Determine return on investment from marketing endeavours
  • Sales performance by department and rep level
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CRM Implementation FAQs

The first step is understanding your internal sales processes, the current technology being used and the purpose of implementing a new CRM. What issue does the current solution not solve? What are some frustrations the sales staff has provided? With hundreds of CRM solutions on the market today, it’s not realistic to evaluate each of them. That’s where Consultus Digital comes to the rescue. Our CRM specialists are knowledgeable on the latest CRM solutions and provide recommendations based on your requirements.

Yes and no. Many CRM’s allow you to export all your existing data, which can then be imported to your new software – that’s the easy part. Where things can become tricky is if your current CRM was custom coded to communicate with less known 3rd party tools. If this 3rd party software doesn’t have an open API or similar, it will take time to recreate this connection.

Getting your staff to adopt a new solution can be tricky. Need not fret. Since we’re working with your sales staff to understand the frustrations with their current CRM, they’re more invested in adopting the new solution. We provide product specialists for onboarding and ongoing support.

CRM’s typically charge by sea or license, where one salesperson represents one seat. Prices range from $20.00/month to $300.00/month per license. Price varies depending on the software provider, industry and add-on requirements. It’s really important to identify your needs with an impartial CRM specialist before deciding on a solution. Often, companies pay too much, thinking they need all the bells and whistles. For a company with a sales team of 10 employees, you should anticipate paying at least $50 a head, or $500 per month. It’s also important to budget to have a CRM implemented by a professional CRM specialist. In Toronto, this typically ranges from $2,000.00 to tens of thousands of dollars, depending on the complexity. Most CRM specialists charge an hourly rate between $80.00 – $200.00 per hour.

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