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CRM explained - Finance Director
Your Finance Director will be looking for any new technology to provide strategic improvements to the company's commercial position. It should also be cost effective both to purchase and to maintain ongoing.

It should also add value and since CRM can integrate real-time with accounting and ERP systems you can ensure a more complete view of the customer and enable empowered decisions based on the status of a client’s financial standing with your organisation.

Your Finance Director's CRM priority

Your Finance Director, who is responsible for the fiscal well being of your organisation, evaluates investments with the following concerns in mind:

 
  • Increase shareholder value and expand the company's revenue opportunities
 
  • Help manage the company's operational strengths and weaknesses
 
  • Ensure CRM introduces efficiencies into the organization through the automation of many common sales and service activities
 
  • Identify and expand new and existing opportunities
 
  • Make sure that investments in technology are necessary and that the technology gets used
 
  • Ensure that the goals for a new system deployment are clear, and improvements are measurable
 
  • Establish a reasonable timeframe for increases in productivity and returns on investment
 
  • Measure the success of a CRM implementation