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How to Evaluate CRM?

In order to realise the investment toward any CRM initiative, it is crucial for businesses to have a CRM evaluation method (or CRM metrics) in place. The prime concern of a CRM system is to improve relationships with customers and generate higher revenue. Therefore, it is necessary to identify if your CRM is intended to track the efficiency of the sales and marketing team, or is it to build a strong relationship with your customers? The answers to questions like this will help determine the focus of CRM performance. Once the objective of CRM implementation is clearly defined, you can go ahead evaluating the best CRM for your business.

Here are a few major points that can guide you in evaluating a CRM system at its face.


Depending on the type of implementation and the strength of organization, CRM initiative can be a complex and costly venture. Thus your selected CRM should:

Ease of Use

Implementing a CRM system should:

Simplified Workflow

A CRM system in place, should help:


The real efficiency of any CRM implementation lies in:


The drive to maximize the value of your customer relationship necessarily demands the CRM system:

Post-Sales Support

No CRM system is complete without the end user help files. Besides the tips and tricks to efficient performance, your CRM implementation should have:


If you are interested in discussing your business data needs contact us on 01709 610999

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Still using XP?

On 8th April 2014, Microsoft officially ended support for Windows XP, a legacy product that is more than a decade old. Transcend Business Solutions is equipped to help you transition your business from Windows XP to more modern technologies, such as Windows 7, 8 or 8.1.

While upgrading technology can seem daunting, transitioning to a more modern technology has proven business benefits. According to a recent study by the Boston Consulting Group (BCG), tech-savvy small to midsize businesses (SMBs) using modern solutions grew their revenue 15 percentage points faster and created jobs two times faster during the past three years than SMBs using little technology.

Windows 8.1 is designed with businesses in mind, building on Windows 7 fundamentals like speed, reliability and security, while creating a modern platform built for a new generation of hardware experiences – from tablets and innovative touch devices to traditional desktops and laptops. It is the ideal solution for businesses looking to increase productivity and collaboration, unleash a mobile workforce, and ultimately compete more effectively.

Transcend Business Solutions can help your company transition to a platform that is fast, reliable, secure and has all enterprise-grade capabilities you need. Contact us today to upgrade from Windows XP!


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