CRM Frequently Asked Questions

GENERAL QUESTIONS

What is CRM?

CRM stands for "Customer Relationship Management." CRM is a business strategy and a collection of technologies that enables seamless coordination between sales, marketing, customer service, field support and other functions that handle customer contact for an enterprise.

Why should I use CRM Software?

CRM software helps you organize your sales team, manage customer service issues and share customer information with colleagues. Contact management and scheduling tools are key features of almost any CRM application. Some CRM solutions also offer analysis tools that can help you drive sales and improve customer service.

How do I determine if my Sales & Marketing organization needs Contact Management / CRM?

• Do you have one central location to access prospect & client information?
• Can you measure the effectiveness of your marketing campaigns and track who received what/when?
• Do you have the ability to accurately and efficiently receive forecast information from your sales reps?
• Can you view customer transactions from your back office system to get real time spending information?
• Is your solution now tailored to your specific business requirements?

If you have answered NO to any of these questions then you need to evaluate a CRM solution.

What is the difference between Contact Management & CRM?

Contact Management

• Anyone who manages contacts and relationships
• Individuals, small workgroups, or specific department(s) within a company
• Organizations with franchise sales forces who are individually managing leads (Like Real Estate Agents))
• Those who:
  • Are interested in centralizing customer information and improving business relationships
  • Want to have a customizable solution implemented immediately
  • Possess varying levels of computer literacy
  • May not have a large budget
  • Are likely seeking minimal integration capability with back-end systems (i.e., accounting packages)
    

Customer Relationship Management

• High growth, sales driven businesses or divisions of large organizations with 10-2000 users, interfacing with common client accounts
• Companies with revenue ranging from $5M-$500M
• Those who:
  • Want to automate key aspects of the sales cycle
  • Are looking for quick implementation and return on investment
  • Require ease of use, scalability and customization on a workgroup level
  • Want integration of information across multi-channel selling environment
  • Expect integration flexibility with existing back-end systems
  • Want data access regardless of locale
  • Are using collaborative and Internet-based selling models
  • Desire sophisticated performance tracking (multiple variables or information layers)

I have a failed CRM implementation. Can SyncSite Help?

Yes. SyncSite has helped many clients to recover "failed" projects and get them back on track. There are many reasons projects stall and often they can be overcome. If you have a failed CRM implementation, SyncSite can help. Simply contact us

SERVICE SPECIFIC

Can I buy training without consulting?

Yes. SyncSite offers both "open enrollment" classes (open to everyone and featuring a general agenda) and custom training to anyone interested in CRM applications as well as to our consulting clients. For more information and a schedule of public classes, please contact our training departmen

Can I buy consulting without purchasing software licenses?

Yes. SyncSite is happy to provide consulting services to anyone requiring assistance with sales technology, whether or not you purchased the software through us.

Do I need to host these applications on my own servers or is there an ASP model that can be used?

Each application is unique and the answer will depend on the application, your needs, your data and your environment. We can provide information regarding different hosting models that are available depending on the user base, budget, etc.

I have some suggestions and feedback. How can I submit these?

To make SyncSite Info Systems more effective and our services more comprehensive, your suggestions and feedback are welcome.

PRODUCT SPECIFIC

I currently have licenses I purchased elsewhere. Can I engage SyncSite to assist with my upgrade?

Yes. Depending on the types of licenses you currently own, customizations done on your system and your maintenance agreement with your software vendor, we are able to assist you in migrating to the latest version.

What are the hardware requirements for ACT! by Sage, Sage CRM or Sage SalesLogix?

Many specs are already available on this site. If you do not see the specifications for the software you need or for more information, contact us.

How many records can be effectively managed by each application?

Many variables impact the number of records each application can handle.

Can I use my current email system with Act! by Sage, Sage SalesLogix or Sage CRM?

Most likely your current email system is compatible with either ACT! by Sage, Goldmine, Sage SalesLogix, or Sage CRM.

Can I access my database from the Internet?

There are many types and strategies for web access. To discuss your specific requirements or for more information please contact us.

Can I set up my computer to automatically dial a phone number?

Yes. You can set up your computer to dial telephone numbers automatically through a CRM software application.