A Resourceful Approach to CRM

A Resourceful Approach to CRM

[blockquote]“My only goal is to facilitate a sustainable, long-term, CRM implementation for my clients. Spending time convincing you I am an expert in all things under the sun doesn’t get me closer to that goal” – Scott Thomas, Owner[/blockquote]

Deploying a successful CRM system has less to do with technology and more to do with people, strategy, planning, culture, adoption, communication, and leadership. Our client’s ultimate success is our main goal and we will coordinate the resources necessary to achieve it. That means understanding that every client is different and the range of needs and requirements for success can infinitely vary.

Ultimately in most cases, Idle Tools will do 100% of the required work in customizing the system…. However, to ensure we can meet all feasible requirements of an implementation in the best interest of our clients, Idle Tools is connected with a host of technical resources and App providers should they be needed.

When Do We Use These Resources?

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  • When we feel a second opinion is needed on a proposed solution to ensure we always execute the best option for our clients if there are multiple ways to accomplish something
  • When we know that there is a pre-built application which can benefit our client and save development hours for our client
  • When we identify a requirement that we feel someone with detailed experience related to that specific type of technical need would be best to execute

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How Does This Benefit Our Clients?

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  • It allows Idle Tools to be a centralized coordinator of CRM success throughout the entire implementation process which simplifies the picture for our clients
  • Our continual interaction and learning around 3rd party applications allows Idle Tools to recognize a myriad of options that may help our clients achieve their goals

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What Makes Idle Tools Different?

In reality there are literally thousands of companies big & small who retain technical expertise and can execute specific projects. What is rare in the CRM implementation space is a company that has focus and experience in sales process development, project & strategy planning, sales management, marketing, product management, channel management, process improvement, customer optimization, and training & development. We take our general business experience and intuition and apply it to a phenomenal development of a CRM system.

At Idle Tools we are focused on the entire implementation process timeline including strategy and goals, process identification, system customization, user training, periodic adoption check-ups, and “stay on track” recommendations. We focus on the entire timeline because we know all parts of the process are critical.

Want to learn more? Talk to us!

Scott Thomas