To say they’re a necessary evil might be taking it a step to far,
but there’s no doubt that badly optimized, or overly complicated CRMs are a
hindrance to businesses.
Having your staff wrestle with a system that doesn’t do what they
need it to, or that’s so complicated that they need a ‘cheat sheet’ to do their
job, is a major issue across a wide range of businesses.
We’ve designed our CRM in a way that avoids the most common
complaints levied against CRMs. With our systems, you’ll be able to save time
and avoid headaches.
Below are a few of the most common issues with CRMs, none of which
you’ll experience with FX Back Office.
1. Poor user experiences
A slow, or unreliable system is a bad
system. It’s that simple.
There’s often a disconnect between helping
sales teams make sales and creating a system that helps them do so easily. If
it’s not easy to use, you’re wasting time, if people have to wait for
information to appear, or upload, then the system is failing. Systems should be
intuitive and easy to use.
Happily, we’re able to offer a free demo
of our system. You can request access to a trial here.
2. Endless data entry
CRMs are supposed to save you time. But
entering endless streams of information is time consuming to say the least. The
end result is that staff see the system as a barrier to getting work done.
The answer to this is automation.
Our systems allow you to create automatic
emails, notifications on document expiries or when a client needs a call-back
and much, much more.
Let our system handle the data and
notification side of things and get your people back to doing what they do
best.
3. A lack of integration
CRMs are designed to manage your data, but
if your staff have to switch between programs to get their work done, they’re
wasting time.
Our systems are designed to integrate with
a wide range of tools including VOiP solutions to communicate with clients and
KYC tools. All of this can be done within FX Back Office, meaning that your
staff don’t have to jump between different programs, speeding up their work and
reducing frustrations.
4. Unintuitive systems
If it takes forever for your staff to
understand how a system works, then it’s too complicated. Your staff will
become demotivated if your CRM is too hard to use and may avoid using the
powerful features it offers, or become frustrated while trying to do so.
Our forex CRM is entirely customizable and
we’re proud to say that it’s intuitive and easy compared to other systems on
the market.
5. Inflexibility
A system that can’t adapt to your needs
will severely limit what you can do with it. You need a system that can shift
to handle different sales paths, or complex administrative processes.
Our flexible CRM lets you create different
paths, or pipelines that will help you deal with clients that have different
requirements, allowing you to do business in a multitude of different ways.
With us, you can adapt quickly and
efficiently.
6. Doesn’t help with leads
Data by itself isn’t terribly useful.
However, data that’s used to help create
leads is vital. Our CRM can help you create sales campaigns and manage outreach
programs to generate more business along with generating ideal client profiles
to help your teams.
The added bonus is that much of this can
be automated, further speeding up your processes.
7. Limited reporting
To be truly useful, a CRM has to leverage
the data it contains through a wide variety of reports. Many don’t do this, or
they produce reports that are overly complicated.
Our CRM allows you to customize your own
reports, giving you enough information to be useful, without overloading you
and wasting your time.
Discover exactly what your data can do for
you, and then use that information to your benefit.
8. Monitoring, not assisting
Many CRMs are full of checks and mandatory
forms.
While we understand that there are good
reasons to monitor access to your system, we know that this can often be
frustrating and time consuming.
As a result, our CRM features simple
monitoring and permissions tools that allow you to tightly control what’s
happening in your system.
Of course, it’s entirely customizable.
Business, the way you work
The takeaway from all of this is that you need a system that works the way you work.
Our CRM is fully customizable, allowing you and your teams to
operate in the manner you want.
Don’t waste time with complex, unintuitive systems that force you to
change how you do things.
Contact us today and request a demo, you won’t regret it.