Executive Summary
B2BA USA should consider implement a CRM system. The benefits to implementing a
CRM system are efficiency, collaboration, data, increased accountability, and improve
customer experience. There are five best systems that B2BA USA can choose from. There
are top five failures that B2BA USA that needs to consider before implementing a CRM
system and why changes in technology always comes last.
Introduction
The company, B2BA USA is deciding whether to implement a CRM System or not.
Organizations find that some of the benefits from the latest CRM tools are better
communicating with clients; improving marketing services and helping organizations
grow. The scary part is that over 63% implementations fail1. The reason for the high
percentages of failure is because companies do not know how to properly enter all the
databases into the right place for future sales, marketing and service integrations to use in
the future. Another reasons are companies do not train employees to properly use the
system. Also another reasons are that managers do not pay enough attention to try to make
the system works, but instead of listening to employees who do not want to do their work.
CRM System is very useful but not if the managers do not use it properly.
B2BA is an accounting service company location is the United States, San Francisco. It
approximately has 3,000 employees
The objective for the company is to grow client’s base and improve existing customer’s
base. B2BA’s budget will be approximately seven figures. One of the challenges that
B2BA has been facing is that B2BA has always wanted to consolidate CRM system into
the company, but B2BA do not know what CRM system can offer to the company. B2BA
does not want to slow down the company by consolidating CRM system. The company
also do not know partners will know how to CRM works. The partners are using simply
contract card to Excel file to ACT right now.
Major Benefits of CRM
B2BA USA should implement CRM into their business because it will help their company
be more effective. The five major benefits of CRM are efficiency, collaboration, data,
increase accountability, and improve customer experience.
Efficiency:
Instead of a manual system, after they implemented CRM system the company will seek
efficiency in the company. After the company use the CRM for a little while, company will
notice how efficient of the process. Implementing CRM in the company will help company
to interact with customers. For example, CRM will coordinate with the marketing
