Investing in a quality Integrated Technology Solution has become a pillar of business planning. Just as the right choice - and subsequent proper use - changes the business and increases profitability, a bad choice is expensive. Therefore, having a guide of steps oriented to achieve a successful implementation is key to maximize its functionalities.
When it comes to planning accordingly, the following points, among others, are of value: market research, knowledge of your own sales process, needs to be covered by your system, training of your team, development of an automation plan, establishing a holistic thinking in the company and reducing distractions.
𝗨𝗻 𝘃𝗶𝗮𝗷𝗲 𝘃𝗶𝗮𝗷𝗲 𝗮𝗹 𝗰𝗼𝗿𝗮𝘇𝗼́𝗻 𝗱𝗲 𝗹𝗮 𝗽𝗹𝗮𝗻𝗶𝗳𝗶𝗰𝗮𝗰𝗶𝗼́𝗻
In reviewing the aforementioned tips, the first thing to consider is the importance of researching and knowing what the market says about the most competitive products. This implies promoting research by analysts on the suppliers of Technological Solutions and seeing who are the leaders in each industry. It is important to have suppliers that know the market. At AddACCION we have more than 25 years of experience in professionals who know the banking and insurance market. We care about understanding each need and adapt it to what each client needs.
To analyze what type of Technological Solution you require, you must describe in detail how your sales process is, that is, how you communicate with the customer and with your team. If you do not know yourself, it is difficult for you to know someone else. Then, it is vital to know the needs that your system must solve, from the technical to the operative ones; once the shortcomings are identified, it is possible to integrate tools that raise the business level.
Automation is another fundamental step to establish parameters to be met, steps to be followed, etc. This is a very valuable step, because here you can see the benefits of using an Integral Technological Solution, such as saving time and resources.
The integration of sectors such as sales, marketing, customer service and administrative support is necessary. This will allow to see if there are parallel and/or similar requirements. Finally, maintaining a line of work and not being distracted by flashy functionalities that do not contribute to the daily work is fundamental.