How Do You Take Your CRM System from a Ferrari to a Honda?

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A Ferrari is fancy but expensive. So is SalesForce CRM. However, most of the time, for a small business, a reliable Honda would be a much better fit.

In our last post, we talked about how we helped a company save $23,000 a year by moving to P2xRM.

For a small company that has already invested in SalesForce, how can you make that kind of transition?

System Design and Build – SalesForce CRM to P2xRM

The first thing we will ask you to do is send us what you already have in SalesForce as a blueprint.  Include screenshots of all your primary screens and primary search lists. Even better, you can allow us to log in to your SalesForce system so we can look around and get the information we need.

Then we will still go through our standard discovery process. For each company we work with, we want to find out how you work today, what your process is and, what information you need to gather and track. Then we can compare what we learn to what you are actually using now and come up with a design plan.

P2xRM is a completely customized CRM solution. So when we design your system, we make the screens match the fields and drop-down lists you are used to seeing in SalesForce. This familiarity helps with user adoption and data migration.

Data Migration – SalesForce CRM to P2xRM

We migrate your data in two phases. We will migrate the data upfront, so you have something to test. Then when you give us the sign off that the system is working, we will go in, after hours, and repopulate your system with the latest data. You can start fresh, Monday morning, with a complete system.

When a company is moving from SalesForce, we feel confident that we can give a very accurate implementation cost because we know exactly what you want the system to look like. This eliminates any guesswork. Of course, there are often after-thought improvements, and we build a cushion into the cost to accommodate that. We always want to avoid going back to a client after the deal is signed to ask for more money.

At this point, you will have a fully custom CRM system that is easy to learn and easy to use. And every month, you will be saving money that can be used to fund other initiatives within your company.

In our next post, we will look at one of the roadblocks one customer experienced during their move from SalesForce CRM to P2xRM.

Are you using a SalesForce CRM system? Let’s start the conversation and see how much money you can save with P2xRM. Contact P2 Automation at (860) 426-8029 or sales@p2automation.com.