Is your CRM too big?

"I'll grow into these in 30 years."

Having a CRM solution that is too big to be useful is a very common complaint.  I ran into an old friend earlier this week whose business is a Microsoft Service Provider. As such they use Microsoft Dynamics...and buy "use" I mean they "ignore 80% of the features". Dynamics is a heck of a program. However, most small to medium sized businesses don't need a full blown ERP Solution.  The entire system gets bloated down and most features go unused. We've all heard the phrase "killing a fly with a sledgehammer."  That's what they're doing.

But it's not just the enterprise products like Dynamics, SAP, and SalesLogix that overpack the suitcase; even smaller scale applications such as SalesForce and ACT can get packed to the gills with features that many companies never use.  This is commonly known as feature bloat.  If there are buttons in your CRM that you've never clicked and have no intention of clicking, then you've probably asked yourself one of the following questions:

• Am I missing out on something?  
• Could I be doing something better? 
• Why am I paying for features I never use?

The reality is that most businesses need their CRM to provide a few core functions:

1. Keep track of contacts
2. Keep track of your sales pipeline
3. Keep track of your customer communications, follow-ups, and activities

Halo Applications' custom CRM solution HaloDash was designed to deliver the most basic CRM functions first, without unnecessary feature bloat.   We applied the same philosophy to post sale/delivery functions with a complete Project Management solution.  Finally, the HaloDash combines the data and provides valuable metrics from both sides of your business (Sales and Projects) in a simple to understand dashboard.

If you are experiencing feature bloat or suspect that your productivity is being drained by over-complicated software solutions, I encourage you to contact us about what HaloDash can do for you.

http://halogrouponline.com/contact-us

502-276-6352