Financial Services Organizations (FSOs) constantly seek new ways to improve their customer experience and stay ahead of the competition. One of the most important tools they can use to achieve this goal is a Customer Relationship Management (CRM) solution. A CRM solution is a tool that helps organizations manage their customer interactions, track sales, and automate business processes. Many different types of CRM solutions are available, including homegrown/built solutions and commercial solutions like Salesforce. This blog post will explore the benefits of buying Salesforce versus continuing to invest in a homegrown/built CRM solution. We will also discuss how Vantage Point Consulting can partner with FSOs to evaluate this decision.

Benefits of buying Salesforce

Salesforce is a leading CRM solution provider, offering many benefits over a homegrown/built CRM solution. Some of these benefits include:

1. Improved scalability: One of the main benefits of Salesforce is that it is highly scalable. This means that as your organization grows, Salesforce can quickly grow with you. With a homegrown/built CRM solution, you may need to make significant changes to the system as your organization grows, which can be time-consuming and expensive.
2. Enhanced security: Salesforce has a team of security experts who constantly monitor the system for potential security threats. With a homegrown/built CRM solution, you are responsible for ensuring the system's security, which can be a significant challenge.
3. Increased functionality: Salesforce offers a wide range of features and functionality that can help FSOs better manage their customer interactions. These features include marketing automation, lead management, and customer service management. With a homegrown/built CRM solution, you may not have access to all of these features.
4. Improved integration: Salesforce can be easily integrated with other software applications, such as accounting software, marketing automation software, and customer service software. This can help FSOs better manage their operations and provide a better customer experience.

Partnering with Vantage Point Consulting

At Vantage Point Consulting, we can partner with FSOs to evaluate whether buying Salesforce is the right decision for their organization. Our team of experts has extensive experience in CRM evaluation and implementation. We can help FSOs evaluate the pros and cons of buying Salesforce versus continuing to invest in their current homegrown/built CRM solution.

Our process begins with comprehensively evaluating the organization's current CRM system and business processes. We then work with the organization to identify their goals and objectives for a new CRM solution. Based on this information, we provide a detailed analysis of the pros and cons of buying Salesforce versus continuing to invest in the current CRM solution.

If the organization decides to move forward with Salesforce, we can help implement and customize the system to meet their specific needs. We also provide ongoing support and training to ensure that the organization gets the most out of their investment in Salesforce.

Conclusion

In conclusion, buying Salesforce can offer many benefits over a homegrown/built CRM solution for FSOs. These benefits include improved scalability, security, functionality, and integration. However, evaluating whether buying Salesforce is the right decision for your organization can be complex. At Vantage Point Consulting, we can partner with FSOs to evaluate this decision and provide comprehensive support throughout the implementation process.

Vantage Point Consulting Contact Information

David Cockrum, Founder/CEO
david@vantagepoint.io
469-499-3400
www.vantagepoint.io