There is endless content on the internet about how digital platforms and the internet have changed the sales cycle and sales processes over the past year. A conclusion that is mentioned by the majority is that companies need modern systems to maintain the structure and processes required for a modern sales organisation to function. Perhaps the most comprehensive and important system mentioned is the CRM system (Customer Relationship Management system).
When the decision is made to acquire a CRM system, companies are often pressured to procure and onboard the organisation quickly, which can put companies at risk of choosing the wrong system for their needs.
At Exelement, we help companies mitigate the risks associated with choosing the wrong platform. We have more than 15+ years working in CRM and can help guide you through procurement and choosing the right platform for your business.
When the decision is made to acquire a CRM system, companies are often pressured to procure and onboard the organisation quickly, which can put companies at risk of choosing the wrong system for their needs.
At Exelement, we help companies mitigate the risks associated with choosing the wrong platform. We have more than 15+ years working in CRM and can help guide you through procurement and choosing the right platform for your business.
What is a CRM Platform?
A CRM platform is used to manage your sales pipeline and customer data. Companies can use it as a database to store information about contacts, leads, accounts, opportunities, and so on. There are countless ways that companies use CRM systems, and because every company is different, the right platform will be flexible and able to adapt as your business goals evolve.
The applications for CRM and their related tools/apps range from customer/lead databases and lead segmentation to the automation and simplification of sales processes. Companies can have all their customer data in one place and easily see how their business moves through the sales pipeline. There are countless ways that companies use CRM systems, and because every company is different, the right platform will be flexible and able to adapt as your business goals evolve.
The applications for CRM and their related tools/apps range from customer/lead databases and lead segmentation to the automation and simplification of sales processes. Companies can have all their customer data in one place and easily see how their business moves through the sales pipeline. There are countless ways that companies use CRM systems, and because every company is different, the right platform will be flexible and able to adapt as your business goals evolve.
Does your company need a CRM system?
A good rule of thumb for salespeople and business owners in the early stages of exploring CRM systems is to identify whether your current processes create inefficiencies. If the answer is yes to any of the questions below, you could be a good candidate for a CRM system:
- Do you spend a lot of time and resources on manual data transfer?
- Is your customer and sales data stored indifferent places?
- Do you lack an overview of your salesorganization and sales processes?
- Do you spend a lot of time and resources onmanual data management?
- Do you spend a lot of time on manual reporting?
- Does your company lack a clear sales structure?
If the answer is yes to one or more of the above, then a CRM is most likely a good choice for you. If you’ve made it this far in the process and realized that a CRM system could be a good choice for you, the next step is to choose which system actually suits you.
Based on our experience at Exelement, companies usually have four considerations when choosing a CRM system:
Based on our experience at Exelement, companies usually have four considerations when choosing a CRM system:
- Complexity
- Customisation options
- Integration capabilities
- Budget
With these points as a foundation, we at Exelement can help you with finding the right CRM tool for your organisation.
Salesforce
Salesforce offers extensive tools for tracking customer interactions, automating workflows, analyzing data, and providing personalized customer experiences. With a highly customizable interface, Salesforce is particularly well-suited for larger enterprises that need scalability and integration with various business systems. Its capabilities extend across industries, making it a versatile solution for complex CRM needs.
HubSpot
HubSpot is a CRM system with a user-friendly interface and a relatively quick setup time. HubSpot's major selling point is that its CRM easily combines with its CMS and Marketing Automation (MA), thus covering many of your organization’s system needs.
Case studies
Infront Finance creates a seamless lead management process and boosts sales and marketing efficiency with Marketo and CRM integration
This case study explores the implementation of Marketo, a leading marketing automation platform, and a bi-directional integration across three systems, Marketo, Freshsales CRM and Salesloft using Exelement SyncCloud.
Euro Finans - UC and HubSpot integration Case Study
This case study explores a two-part solution (HubSpot app development & platform integration) designed to create a bespoke integration between HubSpot CRM and UC.
Our team
At Exelement, we're a premier marketing technology consultancy based in Sweden. Our team comprises certified experts in Marketo, HubSpot, Braze, Salesforce, and Marketing Cloud Account Engagement (formerly Pardot), along with seasoned professionals who have served as sales managers and CMOs. With our wealth of experience and expertise, we're here to guide your business towards digital success.
Meet our people