CRM 101 with 7Ones

By Published On: March 21, 2023Categories: Uncategorized

7 Ones BlogAmong the many challenges of running a small or mid-sized business is the need to select the right technologies. You’re always balancing tools and expenses, so often choosing the right software can feel daunting. If you’re not sure how to select technology that’s best for you, it can sometimes feel smarter to not choose at all. But a customer relationship management (CRM) solution is a must-have—even for a small business. 7Ones is here to help you get the most out of this important software.

As Microsoft Dynamics 365 experts, at 7Ones, we have over 25 years of collective experience helping SMBs make the move to CRM solutions.

Here are the two most common concerns we receive about CRM adoption:

1. “I can’t get my reps to use our CRM, and the dashboards don’t reflect our KPIs.”

If you implemented a CRM solution only to find adoption in your organization lacking, you’re not alone. It can be difficult to find the time to watch or read all the tutorials and information about your CRM. Even if you do, many people at your organization may just prefer to do things the way they’ve always done them.

7Ones is able to meet with your team to talk about where bottlenecks might be occurring and discover what obstacles are in the way of your company-wide CRM adoption. You could be experiencing dysfunction on a few levels—from lack of knowledge about how to use the solution to preference for Excel to misuse of certain tools within the CRM. We’ll streamline the processes within the solution so your whole team can use it efficiently and remove anything inhibiting their experiences. Then, we’ll analyze your KPIs to configure your dashboard to deliver exactly what you need to make smart decisions.

2. “I’m not sure CRM is right for my company. We’re small and not super technical, but we do need better organization.”

The sheer amount of organizational software tools available today is enough to overwhelm any small business owner or decision-maker. We’ll start by saying that even small businesses that are not super technical can greatly benefit from implementing the right CRM solution, however, there are many options for getting started.

7Ones has created a QuickStart plan that allows you to get up and running with a CRM solution quickly using a small subset of highly valuable functionality. This rapid onboarding method enables you to start seeing value from the solution right away so you can evaluate if it’s right for you. After onboarding, the 7Ones team trains your staff and stays in close contact with you for one month to help prove the effectiveness of the CRM. We then help you determine the right next steps for your business.

7Ones: Your CRM Experts

We’re passionate about helping small businesses get the most out of their Microsoft Dynamics 365 solutions, and we take a real-world, personalized approach to every service we offer. We make CRM easy to start with and easy to grow with.