Three most important requirements of a CRM

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Three most important requirements of a CRM

If you’re considering a system migration, choosing the right solution for your business can be difficult and it’s important any new technology can meet the requirements of your business.

At Aryza, streamlining and simplifying the user experience is at the heart of what we do. We work to create entirely customer-centric solutions, listening to the needs of the industry and customer feedback to ensure our products are the best they can be.

What is a CRM?

A CRM system tracks customer behaviour online, running complex analysis in the background, as well as collating feedback and complaints. A CRM system can succinctly consolidate the data of every customer or lead in a single database, helping businesses deliver a unique and tailored customer experience.

What are the three most important requirements of a CRM?

Flexibility

Need an off-the-shelf, ready-to-go solution? Or perhaps you’re looking for an interface that allows complete customisation, with functionality as bespoke as your own business.

Whether you’re the former or the latter, our expert team is experienced in providing fully-customisable solutions for a whole manner of businesses across the financial services space.

A CRM should never be so rigid that there’s no room for customisation, nor should it overwhelm the user with limitless possibilities.

The ideal solution should accommodate a business’s unique requirements without compromising a tried and tested structure, and that’s where we come in.

Our task management system ensures that internal jobs are being actioned, but the type of task is always dictated by the customer. Hundreds of communication templates via SMS, email, and letters can be stored within your Aryza Messenger account and you can upload content that your business already uses.

You can even decide which account users are allowed full system visibility, and limit user permissions for others. We’ll hand over the reins to let you drive, but we’re always here to help pull you back in if you need it.

Intuition

For us, it’s all about identifying and alleviating challenges before they arise and we always aim to be proactive, meaning the system can anticipate your needs before you even have them.

Your account can be fully enabled to reflect your customer journey and internal operations before you log in for the first time. Customers also have the option to book in time with our support team as and when they’d like to add new functionality or amend existing processes.

The same can be said for our Aryza Messenger portal, which provides a live-chat environment to encourage communication and secure file exchange between a business and their client. Not only does Aryza Messenger allow users to submit personal documentation within seconds, the built-in comms workflows will automatically send reminders to the user to promote prompt return.

Continuous improvement

Your business never stays stagnant, so why should your CRM?

Organisations deserve a cutting-edge case management system that adapts to the most recent changes in your industry. Our dedicated customer support and success teams frequently review our client feedback to develop a robust understanding of how our functionality can continue to enhance the user experience.

Not only are we devoted to improving our own system’s features so that customers can maximise our platform, we remain committed to helping our customers grow their own revenue and connections within their sector.

It’s worth reflecting on whether your business’s current CRM partner meets these basic requirements. Ask yourself if your needs are being anticipated, rather than simply met.

Does your CRM give you freedom of movement within a tried and tested, successful structure? Is your feedback falling on deaf ears, or can you rest assured that there’s an internal team dedicated solely to improving your user experience?

If Aryza Advize can help support your business needs, get in touch: [email protected]