fbpx

Black Friday Sale On Now! Use Code BLACKFRIDAY When booking a call to get 20% off everything

Get Started

7 reasons why smart businesses hire agencies for CRM implementation and support.

three women linking arms in different coloured business suits

Loading

In today’s business climate, Customer Relationship Management Systems (or CRM) play a pivotal role in driving growth, enhancing customer satisfaction, and streamlining operations for small businesses and corporations alike. 

Options for CRMs are vast, with something for every size business and industry. Jobber, for example, is a CRM specifically designed for small to medium sized home service companies. In contrast to Jobber’s niched approach to CRM, Dubsado is a fantastic system that serves a wide variety of industries.

Larger businesses with complex needs will need a formidable CRM with high complexity and deeply customizable properties and integrations. Salesforce and Hubspot stand out as the “powerhouses” of all CRMs and offer a host of functionalities, features, tools, services, and products that can be incredibly overwhelming for those unfamiliar with the tools. 

Harnessing the full potential of a mega-CRM like Salesforce or HubSpot requires expertise, time and resources. As businesses seek to optimize their CRMs, many will decide between hiring in-house help, or an agency that specializes in CRM management. 

The choice of which path to take relies on business complexity, existing internal knowledge of the chosen CRM, and budget. In this blog, we compare advantages of enlisting help from an agency specializing in CRM management, vs hiring in-house. For the sake of clarity, we will use Salesforce as an example, though the information reigns true for most CRM.

Expertise and specialization

Salesforce is a multifaceted tool with endless features and functionalities. Leveraging its full potential demands specialized knowledge and expertise. Specialized agencies bring a depth of experience and skill sets gained through years of working with diverse clients and scenarios.

Agencies will usually employ multiple Salesforce Administrators and Developers. A stacked team of experts available to put their heads together in troubleshooting complex issues, solving difficult problems, and developing best courses of action means no issue is too big to tackle. Even the most experienced in-house administrator will eventually have a matter they struggle to solve on their own, ultimately having to invest extensive time and resources to uncover a solution.

Then there is the task of staying ahead of feature releases, retirements and updates that Salesforce launch frequently. Agencies prepare and plan ahead of time, equipping themselves with the knowledge to help clients adapt to changes smoothly, something an in-house employee may not have time or resources to do. 

Cost

Opting for in-house CRM support requires significant financial investment. From hiring, training, salary and labor contributions to ongoing infrastructure and maintenance costs.

The average salary for a Salesforce administrator is $90,000 annually. Agencies offer a cost-effective solution, especially for small and medium businesses that don’t have financial resources to hire salaried teams. Agencies typically operate on a scalable model and flexible pricing structures, including subscription-based or pay-as-you-go arrangements. This grants businesses access a broad spectrum of services tailored to your needs without the overhead costs associated with maintaining in-house teams, and align expenses with budget and project requirements.

Flexibility & Scalability

Any business will see their needs evolve over time. CRM management must adapt accordingly to support growth and innovation.

Agencies offer more flexibility where businesses can scale up or down their CRM initiatives as necessary. Whether the business is deploying new features, integrating third-party applications, or extending CRM capabilities across departments, agencies can accommodate changes. For example, The Systems Queens CRM retainer packages care offered from 5-20 hours/month or pay-as-you-go so clients can start low and increase as needed.

Perhaps the pendulum swings the other direction and cash flow is short. Agencies can scale back the plan or pause services as needed, something in-house employees may not be keen to accept. Agencies can also provide on-demand support, troubleshooting and maintenance services, ensuring uninterrupted operations without straining internal resources.

Tools and resources

Successful CRM management often hinges on leveraging tools and integrations and staying current on everchanging best practices. Industry specific (and general) tools and automations are always emerging and changing inside and outside of the CRM. Agencies are experts in staying up-to-date on latest technologies and features to deliver solutions that drive value and support change management. By enlisting the help of a CRM agency, businesses gain access to a rich ecosystem of tools and expertise that might be prohibitively expensive or difficult to acquire in-house. 

Core competencies

For many organizations, CRM management may not align with the primary business focus. By outsourcing CRM-related tasks to agencies, businesses can redirect internal resources towards core competencies like product development or marketing. The strategic reallocation of resources allows businesses to maximize efficiency, innovation and competitiveness while leaving CRM management to the experts. 

Time-to-value

Agencies are adept at speedy implementation, knowing all the right questions to ask and plan steps to minimize downtime and deliver tangible results quickly. Leveraging proven methodologies, best practices, and pre-built templates, agencies accelerate the configuration, customization, and deployment of the given CRM. This allows the business to get to work and see the value of their implementation sooner. Not only can an agency realize an implementation rapidly, they also do it correctly. This is a particularly important consideration given that nearly 70% of digital projects are deemed partial or complete failures. The work of an agency isn’t complete until the client is happy, a valuable insurance where implementations pose a high risk of not meeting expectations. By enlisting a CRM management agency, businesses can fast-track a successful digital transformation. 

Support and Maintenance

The journey with any CRM doesn’t end with implementation; it’s an ongoing process of optimization, refinement and adaption. Agencies provide support, training and maintenance services to ensure long-term success for their clients. From troubleshooting technical issues and performance optimization to user training and system upgrades, agencies offer a holistic approach CRM management. We empower companies to maximize the value of their investment over time. With dedicated support teams and service level agreements (SLAs) in place, businesses have peace of mind knowing their CRM is in capable hands. 

Making the choice thats right for you

In-house CRM management certainly has its merits. For companies that can afford the time and resources that it takes to make a full-time hire, there are benefits to an internal CRM manager. Still, for companies that aren’t able to make the in-house hire, advantages of partnering with a CRM management agency are undeniable. By embracing the expertise, resources, and support of agencies, businesses can navigate the complexities of CRM implementation and management with confidence and achieve sustainable success. 

How we help

At The Systems Queens, our mission is to empower our clients to use their systems to their full potential. We specialize in crafting CRM implementations that optimize essential business processes and streamline workflows. We provide comprehensive CRM solutions tailored to specific industries and we’ll even help you evaluate options and decide the best CRM to fit your unique business needs. We specialize in various popular CRM systems including Salesforce, Jobber, Dubsado, Honeybook, Monday, HubSpot and more. Ready to harness the power of a CRM optimized just for you? Book a free consultation and get started today.  

 

CRMs aren’t a one-size-fits-all solution!

HOW DO YOU KNOW WHICH CRM TO CHOOSE?

Find the perfect fit for your business with our FREE guide to the top 19 CRMs on the market. Compare prices, features, and capabilities to make an informed decision that meets your unique needs and goals.

Learn How to Create Your Own Client Journey!
This is default text for notification bar