One crucial lesson the pandemic has taught most business owners is that you can’t rely on people working in the same physical building anymore as working from home has become the new norm for most companies. With this new reality, it’s time for companies to reevaluate how they are running their business. The days of tracking leads and customers in spreadsheets are gone. Whether you are using a legacy system or current cloud-based apps, it’s time to reevaluate your tech stack.
Moving to a Cloud-Based System
Currently, there are a great number of companies still managing their business on spreadsheets. As we’ve entered the all-digital working world, spreadsheets do not allow your company to be quick, nimble, and work from anywhere. Additionally, running your business on spreadsheets doesn’t allow you to keep up with your ever-changing BPO’s as the spreadsheets data can become obsolete the next day. Not having full or real-time visibility into your data can become arduous if your data is siloed across multiple spreadsheets or systems.
As a business owner, moving to a cloud-based system from spreadsheets or old proprietary systems may bring some fears and doubts. Some common questions and thoughts we get from business owners thinking about moving to a cloud-based system are:
- Will a cloud-based system make my business more efficient?
- Will I be able to onboard people more efficiently? (Pain point during the pandemic)
- How do I control my costs?
- Is the work from home/anywhere the new norm?
Many business owners balk at the idea of moving to a cloud-based system because it is the fear of the unknown as they do not know what cloud-based systems can do. A cloud-based system allows your company and employees to work in real-time and connect with customers from anywhere in the world.
Cloud-Based System Benefits
According to a Deloitte survey of more than 500 IT leaders and executives, the number one reason for companies migrating to a cloud-based system was security and data protection, data modernization, and cost/performance of IT operations. There is a misnomer with CRM’s that they are just pipeline and contact management, which is not the case at all. Cloud-based systems allow for companies to have more connectivity and accessibility, increased collaboration, and improved efficiency. With a centralized location for all your data, your entire company can track and keep up with your customer’s entire journey. More benefits of having a CRM include:
- Customer Visualization
- Opportunity Tracking
- Organization of Data
- Automation Benefits
- Easy Customization
- Sales Forecasting
- Increased Engagement
- Better Customer Service
- Seamless Outbound Marketing
Some of the best CRM’s in 2021 include Salesforce, Microsoft Azure, Amazon Web Services, Oracle CX Cloud, and Hubspot. If you are thinking about moving to a cloud-based system and would like to learn more, please call us for a free consultation.
Corrao Group is here to help
Since 2002, we have been helping B2B organizations of all sizes successfully optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every department of your business. We’ve worked with nearly 1,000 customers, implementing, customizing, and optimizing over 2,100 Salesforce projects. If you are interested in learning more about how Corrao Group can help your company, read our reviews on G2!