Why Process-Driven CRMs Push Traditional Software Systems Out

Meta Description: Wouldn’t it be great if your CRM system included advanced tools to manage business processes in your organization? With process-driven solutions, this is no longer a pipedream.

It was only a year ago that Technology Advisors wrote about process-driven systems being the future of effective customer relationship management solutions, be they methodical or technological. With 2017 coming to an end, we cannot but notice that the future is already here. The evolution of CRMs is set on the best possible course to provide businesses with comprehensive and powerful tools.

Here’s why process-driven CRM systems excel at driving your business forward.

The Process Uses Data, Not the Other Way Around

Until recently, CRM systems served for a very specific purpose. To those dedicated to developing customer relationship strategies and those responsible for putting them in action, they offered little but a centralized repository of data. All information regarding customer behavior and interactions were stored within a CRM software system, and thus made available for immediate and easy access.

But, besides storage and automation, traditional systems didn’t provide much else. As soon as entrepreneurs realize that processes are more important than data, and that operations contribute more to ROI rates than infrastructure, such systems became insufficient. The need for more actionable tools was apparent, so the best CRM vendors started to reach beyond the market’s comfort zone.

In order to understand the difference process-driven CRM made, one must first understand how the change in processes affects the change in recorded data. When process is based upon data, even the smallest modification can make data unusable, obsolete, or even inaccurate.

With traditional systems, the company would then have to go back to the beginning and manually examine the data’s relevance to the new process. With process-driven CRMs, however, a user builds the process first and store the data later, thus creating a chain of dependencies that’s fully automated.

Process-Driven Systems Are All-Inclusive

The best thing about process-driven CRMs is that this upgrade on the traditional solutions is not the only one. Being based upon processes rather than data, these systems provide a powerful fusion of customer relationship management features and business processes management capabilities.

In other words, a process-driven system reaps the benefits of both effective CRMs and intuitive BPMs.

Still, there’s more to follow. With these two functionalities in place, teamwork becomes a breeze. Since centralized and all-inclusive, such system can be used across departments and by employees on all functions, which guarantees effortless and fruitful collaboration.

Unlike traditional systems, most of which allow seamless integration with other tools, process-driven systems come with a myriad of built-in features. Marketing automation is arguably the best of them, empowering users to build advertising campaigns and to measure their performance from the CRM.

They Boost Productivity and Ensure Actionability

Being so comprehensive, it’s only natural that process-driven CRM systems improve both employee productivity and managerial actionability. For starters, the aforementioned collaboration capabilities assure real-time communication and fruitful exchange of ideas.

While automation of repetitive tasks saves time and allows employees to focus on burning issues, the business process management features give deeper insight into what’s going on. In sales, for instance, process-driven CRMs take a visual approach to offer graphic representations of the entire customer journey and provide in-depth analysis at each step.

Process-Driven CRMs Improve Transparency and Accountability

Process-driven CRMs don’t only connect all departments into one, but also allow managers to assign tasks to specific employees, track their progress, and set access limitations to certain processes. Together, these capabilities increase transparency across the board, thus contributing to employee accountability as well.

Instead of Data, They Provide Insight 

For all business processes, these convenient and easy-to-use solutions provide both the broader picture and the in-detail examination of individual operations and tasks. That way, process-driven CRMs equip businesses with an all-in-one, end-to-end solution that guarantees easier and more accurate problem-solving, decision-making and long-term strategizing.

Choosing the best vendor is actually not so hard. Only the best of them provide process-driven solutions, as they are considered the best and most beneficial. Bpm’online is currently a leader in this part of the market, so make sure to visit their official page at https://www.bpmonline.com/crm-products for more information.

Whether you’re looking for a completely new customer relationship management tool to drive your business forward, or are considering migration from an older system to a more sophisticated one, there’s really no need to look further than a process-driven CRM.