Move to a Cloud CRM: Make a Beeline to Profitable Business

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Move to a Cloud CRM: Make a Beeline to Profitable Business

The steadily growing CRM market offers numerous CRM platforms that vary in the tools packages, pricing policies and type of hosting - on-premise and on-demand. So, let’s find out the difference in these terms.

If you use the on-premise platform, you have to take care about administration, security and controlling the updating of records by yourself. Besides, you need to buy a certain number of licences in advance, and your company will inhabit on its own servers. You also should set up a budget for system updates and be ready for prolonged process of implementation and data integration.

With the SaaS or the cloud CRM, your data is stored on the remote  servers that can be hosted by some third-party provider. This type of hosting has no downtime or data lockup, and your employees may enter into the company database from any corner of the world, upon condition of internet connection. Talking about the pricing, you have to pay an annual or monthly subscription instead of buying user licences beforehand. The adoption of this software is quite fast and beneficial for companies with limited resources.

In a nutshell, the cloud CRM software becomes an advancing tendency of CRM industry due to the fact that it requires no IT environment and allows real-time access to the database.

Migration to a Cloud CRM: Checklist of Reasons

Currently, the notion of cloud CRM became familiar to more and more business owners. On-demand software is well-known for its easy-to-use IU, facilitated management of day-to-day procedures, rapid implementation and cost-effectiveness. However, the SaaS has the following useful attributes.

  • Swift deployment. The installation of the software deprives you of IT staff interference as long as you need only access to the internet. There is no requirements for hardware or server maintenance payments. So, if your company doesn’t have an IT team, you don’t need to hire one. All cumbersome installations and updates may be done remotely.

  • Round-the-clock access is one of the main advantages of the cloud CRM. The system allows you to solve your issues and make important calls on-the-go via any device that has a connection to the internet. The flexible and seamless access to the company database improve the uptime of your company

  • Security Matter. Every vendor wants to keep the full data privacy. The SaaS stores your records on the third-party server providers and guarantees the high-security levels and excludes any ill-effects or interference.

  • Golden backup rule. If you work with the constantly updates database, you are aware of vital importance of records backup. The most of the cloud CRM enable you with this option. So, you can schedule the backup of your database, as well as recovery function in case the data were breached.

  • System scalability. With the cloud CRM, you may integrate with your back office systems, as well as with other practical add-ons. Aside from this, you may customize the platform to your business needs without incorporation of the full system capacity. In the course of company development, you may increase the capacity of the solution.

  • Make use of social media. It goes without saying that social media has already carved a niche in the digital marketing. On-demand platforms delivers you the ability to incorporate the monitoring and employing social networks into your company performance. Apart from increasing conversion levels and direct interaction with customers, you will elaborate your sales practice and quality of support service.

As if follows, the migration to a cloud CRM turns out to be efficient and practical solution for small and mid-size businesses and SMEs as well.

From On-Premise to A Cloud Switch: Process Arrangements

The CRM data migration is quite complex and nerve-wracking procedure. In order to accomplish your migration to a cloud CRM from the on-premise software, you are advised to take the next steps.

  1. Draw up a migration strategy. This plan should include a budget, staff requirements, amount of required data and the way of records switch.
  2. Interact with your employees and choose the critical records for migration.
  3. Prepare your database for transfer. It is highly advisable to backup and refine it from duplicates.
  4. Install the trial version and evaluate the desired CRM in action.
  5. Migrate your data and setup a required customization of workflow and reports. Be careful with the addition of custom fields, don’t make your software too sophisticated as it may prolong the end-users’ adoption.
  6. Oversee workers’ trainings or hire a CRM consultant for this process. The faster your teams get used to a new software, the more productive your company will become.

Thus, data switch process requires for thorough preparations and the migration to a cloud CRM confirms this rule.

Collecting Minds

The cloud CRM retains a widespread popularity among business of various sizes due to easy usage and access, affordable pricing and exclusion of additional expenses of hardware and server maintenance. Nowadays SaaS solutions are full-featured and competitive to expensive on-premise CRM systems. This fact makes cloud CRM more popular and practical amid business owners of various industries.

P.S. Aim to move from the existing CRM to on-demand platform, but doubt about secure data switch? With Trujay, you may accomplish an automated migration to a cloud CRM without extra installations or technical skills. As well, the web-based service offers you a free demo data transfer for evaluation the work in progress.

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