In the lifecycle of every business, there comes a point where you need to take the leap and invest in business enabling technologies. But when is the right time?
When you’re starting out, you just make do. You find inventive ways to do things that work for the time being. But as you grow, the temporary fixes start to break under the pressure and that introduces risk into your business.
Sound familiar?
- All your customer history is in your collective memory – knowledge that can walk out the door any time.
- Customer information is trapped in one or many spreadsheets – there’s no single record.
- You used to know what everyone was working on and where it was at - now you’re struggling to keep up.
- You can’t plan for the future because you don’t have a view of past performance or current pipeline.
Left to their own devices, your staff will find different ways of doing the same thing. For every sales legend who builds his own password-protected sales pipeline spreadsheet, there’s another who swears by the post-it notes.
That’s where CRM comes into its own – taking your best practice sales process and applying it consistently, so you have full visibility of sales activity and pipeline. Know who your superstars are, and who’s taking an easy ride. Know when you need more staff before the deluge hits.
Contact usDon’t feel guilty about your spreadsheet addiction. It’s common because it works ... for a while. But in the end, the old adage rings true – what got you here, won’t get you there.
For sure, we’ve seen some impressive Excel workarounds in our time, but they don’t scale well. Excel is a great calculator, but it doesn’t win any awards as a database.
If you’re reading this, you’re probably feeling the pains of sharing, updating, reporting, corruption, broken formulas and data loss. Not to mention the fear that a disgruntled employee could email your prospect spreadsheet to a competitor.
Contact usGet in touch today Let’s talk about your CRM challenges.
Hopefully our website has given you a good idea about what we can do. Now, we’d love to hear from you. Call, email or use the form below. We look forward to talking about your specific situation, needs, and goals.
Our thinking


One of the most compelling reasons CRM buyers are attracted to Dynamics CRM is convenience of integration with Outlook.

Ok, it would be fair to say that as a Microsoft Partner, we’re firmly biased on the side of Dynamics 365. But hear us out. We’re asked this question a lot – why should we go with Dynamics over Salesforce?
Our thinking

In the lifecycle of every business, there comes a point where you need to take the leap and invest in business enabling technologies. But when is the right time?