CRM

CRM Incites Collaboration

The modern CRM replaces ALL the software in your organization, creating something that’s more than the sum of its parts.

Salesforce + Dynamics 365

Let’s start with an analogy. Remember when smartphones started to become a thing? You still carried “purpose-built” devices back then. A flashlight. A camera. A GPS.

Sure sure — the smartphone was more convenient, but you still brought the other devices with you. Their functionality was superior to the smartphone.

Then the phone became equally good. You stopped carrying those other devices around.

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But that wasn’t the end of the story… something surprising happened. The smartphone’s functional integrations began to open up new possibilities. Your photos are tagged with GPS coordinates. You could share those photos instantly without tethering to a computer. The GPS can read your schedule, offer directions to your appointment, and prompt you when it is time to leave.

The smartphone caught up to the purpose-built tools. Then it surpassed them by offering synergies that were never possible before.

That’s the modern CRM.

But it isn’t for flashlights or cameras, and CRMs certainly aren’t just for the sales team anymore.

The modern CRM replaces ALL the software in your organization. It can replace the custom applications, and the purpose-built tools. When it does, it creates something new. Something that’s more than the sum of its parts.

There’s a reason Salesforce, Microsoft, and the rest of the leaders shy away from the term “CRM”. Moving forward, these products ARE the enterprise development platforms, not custom code.

It isn’t just about the functionality.

CRMs break down the barriers that exist between departments, inciting synergies in collaboration and autonomy that could have never happened before now.

There are too many features, too many applications for these products for us to even attempt to highlight the benefits to your organization on this web page. Okay, fine … here’s a couple:

Association Management

Associations want to see a holistic view of their members. Events they are attending. Dues they have paid. Surveys members have filled out. Resources they have requested.

It’s a complex set of intertwined competencies… yet this entire class of software is being put out to pasture by CRMs.

It’s not the first vertical to fall to CRMs. It certainly won’t be the last.

Scheduling people, places and things (Dispatch)

Some organizations let their field workers coordinate amongst each other. Others have a main dispatch. Others have both. Not only can they collaborate and get sign-off using CRMs — every bit of customer information, communication (emails, meetings, etc), and history is available at their fingertips. Oh, and billing happens automatically.

Healthcare + Patient Onboarding

The leading cloud based solutions we offer are HIPAA compliant. Hospitals, nursing, and extended care facilities all over the country are increasingly adopting them as the center of collaboration between departments.

Project Management

In our own personal CRM, we can take in an initial lead, generate quotes and contracts, create project plans, assign consultants, enter time sheets, and invoice our clients. End to end, and everything in between.

Jealous?

Call Centers and Service Centers

The second most out-of-the-box use case for CRMs. You’ll be amazed at the integrations between phone, web, text, and email that these systems can provide, not to mention the integrations with your existing technology footprint.

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We love exploring the promise and the possibilities these tools can provide. Incite can help you navigate the advantages and disadvantages of each platform, and show you how they will fit into your organization.

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Resource Management, Patient Onboarding Management, Grant Management … Anything Management

If it needs to be tracked, it can be tracked faster, better, and more deeply in Salesforce and Dynamics 365.

All you really need to know is this: custom software, spreadsheets, and purpose-built applications belong in the same drawer as your old camera and GPS.