With so much technology available, it is difficult to identify and evaluate systems for today while planning for tomorrow. The thought that one system could be there with you for the trajectory of growth you expect for your business, seems next to impossible.
There are certain technologies you want to have the most advanced version of from the get-go. But it’s important to bring it back to your business strategy and see which aspects should be organized and strong from the start, providing you the foundation to build on top of later.
CRM is a foundational technology that should be utilized in steps and levels with proper evaluation for your current business needs while aligning to your firm’s internal and external growth. Managing implementations of new systems while executing on a business strategy will not only disrupt business continuity but also put your targets, goals, and relationships at risk.
