Use the right tools.


In this article:  Choosing a CRM: Software tools purpose and scope.

Time – 5 min Purpose – Decision making


Have you ever used a knife as a screwdriver?

We probably all have done it once: the ability to make things happen with limited resources is what makes entrepreneurs successful!

Well, not always. Some entrepreneurs cannot swift from the state of very limited resources (startup) to a spendable capability (scale up). This is probably “why” some can’t succeed as they are being too focused on savings and limited-spending policies. It is something that quite often reduces investments’ acumen and instead shrinks the business growth.

In all fairness, it is also true the opposite: some people are so comfortable in spending that they could end up with intemperate costs exceeding the possibility of their business: an easy predictable bankruptcy. But people can incur another less manifest risk: the tendency in over-investment. When management relies on strong confidence upon a robust business growth, it becomes very easy to invest with the intent to sustain that growth by boosting productivity.

Sometimes bad management is also prone to promote considerable investments to sustain its own advantage in managing significative budgets, but this is another issue…


If something  we’ve learnt from the Lean movement it’s how to control the fine-tuning over expectations and investments rate to forge a successful business by keeping risk under control without axing the productivity.

It is great to be able to use a knife to unscrew something if the need be, but if we can use a screwdriver and save time, maybe it can change our mindset.

Time is the most rare and valuable resource we have; of its proper use rely on the basis of success well before the Seven Habits.

What is still complex for many of us, is to determine how much the “time” itself costs to us. That perception affects the value of any investment: the ROI of the investments in productivity relies upon the perception of the value of the time.

This is the reason why Use the Right Tools ,consequently, is not so straightforward to everyone…


What right tools are

Few years ago, I witnessed a company using the weirdest database ever seen, we have to say that at that time the concept of CRM wasn’t there yet, but its purpose was to collect leads among visitors at the fair trade. At that time, the most fashionable style was just to collect business cards, often hundreds of them, then process a selection of them once back in the office. Using a DB was a great enhancement of that process, wasn’t it?

In hindsight, that database wasn’t a real …DataBase. Its output was only to print labels and stick them on a paper letter. Yes, that tool was developed on Microsoft WORD. Input of contacts’ names and addresses would result in an A4 printing of 24 stick labels. I couldn’t believe not being able to export data in an acceptable format that allowed me to use it in a different database.

In IT calendar this episode happened ages ago, but how many people still just use Microsoft Excel to manage leads and customer data? Uncountable!

Has Office made people lazy? Or the incredible amplification of possibilities have become hard to face for most of us?

The result is that there is a considerable amount of business people out there still waiting for a better solution to support their sales processes. That need becomes observable today: more business people show interest in CRMs, and it boosts the proliferation of CRM solutions in the market. 


Productivity

  • What is your perception of the value of your own time? 
  • Can you and your own collaborators still afford to waste time by using free inefficient tools?
  • Can today be the right time to change and start boosting productivity?
  • What utensil in your toolbox is getting worn?
  • How much time can you gain by speeding up your most common processes?

Incredibly, most of us are still not aware of it: we can’t appreciate something we just… don’t know. 

When we experience a better way to achieve results, with less effort, it unveils the great amount of time we have just wasted.  It then unveils the great amount of time we have just wasted over the years.

Then starting to use the right tools becomes of the essence.

Businesses rely on good relationship with clientele, that’s why their investment priority should take in account of what they need to do in order to support those valuable relationships.


Pipedrive solution

In our experience, what clients like about Pipedrive is the fully customisable configuration, its ultimate power and its unusual flexibility in a “ready to use” solution. Its architecture, designed to boost sales process in B2B business models, yet still quite flexible to allow many businesses to develop their own design. 

We have received positive feedback from our clients using Pipedrive compare to other CRMs on the market. Even customers who have no experience with CRM, can quickly understand the functionalities and start collecting valuable information easily.

For clients who migrate from other well-known brands, it is the visual pipeline in Pipedrive that becomes invaluable – something they hadn’t thought about before and end up loving.

Customer Relationship Management as an organisational mantra

CRM matters when it comes to sales process and interaction with clients. CRM is the logical approach that enhances efficiency in lead conversions and also in customers’ experience, it boosts companies’ revenue to the next level more than any other investment. The software that empowers people in doing it at the best is the natural choice when companies really value their investment ROI.

Pipedrive CRM is the right tool in order to enhance productivity, quality of process and outcome. It is a perfect balance between performance and financial effort that can really change your life as an entrepreneur and improve the way your people work.


In the next Article: Planning a CRM implementation project with Agile