Minimum Viable CRM

The ABC's of a CRM.

Background

As a small start-up, it's common to throw noodles at the market fit wall to see what sticks. With several different types of contracts and reports, a flexible, customizable CRM is nonnegotiable.

Problem Statement

The existing CRM requires support from software developers to make changes, so updates aren't able to be made quickly enough to satisfy the operations teams. As a result, they track things manually in Google Sheets.

Solution Features

Must Have

Power to the People

Remove the need for software developer support so field managers can quickly make changes to forms and workflows.

Must Have

Data on Demand

Data to support contract execution and regular reporting to the client is available real-time.

Must have

Reduce, Reuse, Recycle

Leverage platforms the organization is already familiar with and paying for to reduce learning curve and cost.

must Have

Universal Fit

The tooling should support all of the operations team: the street team, the backend team, and the managers.

$200,000

The annual savings from using this tool instead of a vendor-provided CRM requiring dev support for a database integration. Â