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Reduce the implementation time of the CRM software (Interview with San-Part 4)

Published On: October 30, 20224.5 min readBy

Choose a CRM Software that is easy to use and quick to implement. In this interview, San Bhaskaran from UPilot discusses how to reduce the implementation time of the CRM Software.

Rajesh Srinivasan, the CMO of UPilot had another interesting conversation on the topic “Reduce the implementation time of the CRM software” with San Bhaskaran, the founder of UPilot. This interview will definitely be useful for any type of business who are currently looking to select a CRM software that is easy to implement and use.

Let’s get into the interview:

Rajesh: Welcome San. Thank you for coming in for an interview.

San: No problem, thank you for having me.

Rajesh: I understood that the ease of use is one of the core propositions of UPilot and sales folks loved using UPilot because it is so easy to use. The biggest challenge in incorporating a sales CRM marketing or support CRM inside an organization is the fear of change. People usually would have used an Excel sheet or some other CRM and when we ask them to move to a new model of working even if it makes their life easy and effective, the fear of change wouldn’t allow them to do that. But how you are able to achieve that ease of use in UPilot? Can you share with me some specific use cases because when I interacted with you last time it seemed there was a lot of potential about the mandatory fields. Please tell us more about it.

San: Definitely. A CRM, or customer relationship management system, is a tool used by businesses to manage and track customer interactions. CRMs can be used to store customer contact information, track sales and marketing campaigns, and generate reports. While CRMs offer many benefits, they can also be difficult to implement and use. 

A good CRM should be easy to use and quick to implement, so that it doesn’t cause disruptions or slowdowns in your business. Second is what benefits the salesperson gets from using the CRM. 

A good CRM will provide salespeople with valuable insights into their customers and prospects, so that they can close more deals and increase their commissions. Finally, you need to consider the price. A good CRM should be affordable for your business, so that you can get the most value for your money. When all of these factors are considered, it’s clear that a good CRM can be a valuable asset for any business.

One of the challenges of using a CRM is getting salespeople on board. Salespeople are often reluctant to use CRMs because they see them as time-consuming and intrusive. As a result, data entry may be delayed or incomplete, leading to inaccurate reports. In order to get the most out of a CRM, businesses need to find ways to make it easy for salespeople to use. 

One way to do this is by providing training and support. By making sure that salespeople understand how to use the CRM and providing them with helpful resources, businesses can help increase adoption rates and improve data accuracy.

In order to properly understand how to use a CRM, we first had to understand how it became so complicated in the first place. A lot of money is made by ecosystem partners on implementation charges, meaning that they have a vested interest in making the process as complicated as possible. This makes it difficult for businesses to implement CRM successfully and get the most out of their investment. 

However, there are ways to disrupt this and simplify the process. By understanding how CRM works and what its goals are, businesses can make more informed decisions about which implementation path is right for them. With the right strategy in place, businesses can achieve successful CRM implementations without overspending on unnecessary complexity.

While a traditional CRM implementation can be costly and time-consuming, there are now options available that are much simpler to set up and use. With the new drag-and-drop interface, you can quickly create reports that can be filtered by data type, team, geography, currency, and language. This makes it easy to customize your reporting to meet the specific needs of your organization. 

And because the reports are generated in real-time, you can be sure that you’re always seeing the most up-to-date information. As a result, you can make decisions more quickly and confidently, knowing that you have the most accurate data at your fingertips. So if you’re looking for a simpler, more efficient way to manage your customer relationships, consider investing in a drag-and-drop CRM solution.

Moreover, considering a CRM implementation, it’s important to weigh the costs and benefits carefully. For a small business, a legacy CRM system can be quite expensive – upwards of 15000 dollars. However, newer CRM systems can be much more affordable, and they often have the added benefit of being easier to use and implement. 

When comparing different CRM systems, it’s important to consider not only the initial cost but also the ongoing costs of maintenance and support. In addition, it’s important to look at what features each system offers and how well those features fit with your business needs. By taking all of these factors into account, you can make an informed decision about which CRM system is right for your business.

Rajesh: That sounds like really a valuable advice to the small businesses out in the market. Thanks for your time & speak to you soon.

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