How Strategy and Low-Code CRM Drive Digital Transformation

Why You Need a CRM Strategy

CRM (customer relationship management) software is tremendously useful for businesses to keep track of their interactions with customers and potential customers—from their first visit to your website to their most recent purchase.

Yet CRMs are not a “one size fits all” platform; different organizations have different needs and goals from their CRM platform. Factors such as your company’s size, industry, budget, and objectives will all impact your choice of CRM software and the ensuing CRM strategy.

For the best chance at success with your CRM strategy, follow the tips below:

• Focus on employee training and education programs to encourage user adoption.
• Emphasize why it’s so crucial to record data on leads and customers and outline how different teams and departments can use this information.
• Define the right metrics and KPIs (key performance indicators) to evaluate the success of your CRM initiative.

What is a Low-Code CRM?

“Low-code” software refers to applications that require users to have little to no programming knowledge in order to use them successfully. In the place of coding, low-code applications typically have a drag-and-drop visual interface, letting non-technical users make changes while the program adjusts its logic behind the scenes.

Thus, a low-code CRM is a CRM platform that adopts a low-code philosophy for its users. Non-technical employees in departments such as sales, marketing, and customer service can all use CRM to excel in their roles without the help of the IT team.

Achieving Digital Transformation Through Strategy and Low-Code

Digital transformation refers to the process of revolutionizing your business through the adoption of digital technologies. The advantages of a low-code CRM for digital transformation include:

Faster Results

Non-technical users can take matters into their own hands with a low-code CRM without having to wait for the IT team to assist.

Better Understanding of Customers

By crunching the data, employees can uncover hidden insights about your customers’ beliefs, preferences, and behaviors.

Greater Efficiencies

CRMs can help automate many processes and activities that were formerly done manually (e.g., entering a customer’s details into the software or identifying the most promising leads).

Creatio CRM: The Perfect Low-Code Tool

Given the many advantages of a low-code CRM, businesses should be looking for a platform that can fit their needs such as Creatio.

What is Creatio?

The Creatio platform is a SaaS (software as a service) low-code solution for CRM and workflow automation.

With Creatio CRM, users can easily manage customers, accounts, and orders; identify new sales opportunities; efficiently handle customer service tickets; and more. What’s more, Creatio comes with a wide variety of features to automate and optimize your sales, marketing, and customer service functions.

If you need guidance along the way during your CRM journey, Blytheco is here to help. Blytheco is a full-service Creatio partner that helps our clients transform their business with CRM software, achieving greater productivity, efficiency, and profitability. We can provide support at all stages of your next CRM initiative, from planning and roadmaps through implementation, optimization, and long-term support.

Ready to learn how Blytheco can help you achieve success on your CRM journey?

We offer custom demonstrations of the Creatio platform to show how it can solve your business problems. You can also see the benefits for yourself by signing up for a free, no-risk 14-day trial of Creatio. Get in touch with our team of CRM experts today for a chat about your business goals and requirements.