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Creating the ultimate workflow The distinct advantage of Industryspecific Bespoke CRM Systems
» FOR GLAZING AND home improvement companies , the choice of CRM system is a pivotal decision that can either hinder or propel a business towards success .
While generic CRM systems bring information together , the appeal of industry specific bespoke solutions that coordinate entire workflows is undeniable . Investing in a bespoke system is not just a replica of how you do things today , it ’ s a strategic move that can redefine the course of your business . If you are embarking on this journey , whether you
‘
focus on what truly matters
’ are starting out , scaling or optimising your business , there are several critical considerations :
1 . Break free from current system limitations and ‘ we ’ ve always done it like this ’. This is an opportunity to challenge what has become the ‘ norm ’ and take control of your entire workflow . Identify bottlenecks , sculpt your ideal workflow and create a customer experience that sets you apart .
2 . Automation isn ’ t about replacing those important human interactions , it ’ s about empowering your team to focus on what truly matters . Look beyond repetitive tasks and consider how automation can amplify your business ’ s capabilities . Imagine client communications triggered at strategic intervals , installation updates flowing seamlessly and progress reports generated effortlessly . By incorporating automation , you liberate your workforce from mundane
chores and empower them to engage in high-value activities that drive growth .
3 . While digital is firmly integrated in our day to day lives , this doesn ’ t always extend to every part of your workflow and processes . Staying in control requires real time information . So , if you are still printing off job sheets or reports for meetings , it ’ s time to consider what changes are needed to create an accessible digital experience .
4 . Businesses with a vision that want to take a strategic approach need systems that can be customised to suit their specific requirements . The ability to make changes , connect and adapt workflows to suit individual ways of working .
Origin CRM is a bespoke system that is designed specifically for home improvement and glazing businesses . Our approach is to develop solutions to support businesses with a vision to transform their workflow .
www . origin-software . com
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Minimise paperwork . Maximise productivity . Connect your entire workflow with Origin CRM software
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