FAQ

Answers to questions related to technology

Clarifications and Solutions for Your Tech Queries

Why automate tasks when I have employees for that?

Process automation's primary goal is not to replace your employees, but to free them up to work on tasks where they add the most value to your company.

For instance, a salesperson is more profitable for their employer when they are prospecting rather than when they are inputting data into a CRM. We assist sales teams by automating data entries to free up their time and allow them to sell more.

What is the ROI of this investment?

Investments in automation typically pay off within 3 months based on the automated activities of the businesses we assist. Moreover, with workforce challenges, using tools to accomplish more with our current team is a wise decision.

How can software help me reduce my operational costs?

Depending on your needs and situation, software can perform tasks faster than an employee, centralize information to prevent time loss, and avoid oversights or mistakes (such as with data entry).

Can a CRM help a service-based company?

Absolutely. A CRM is a crucial tool for any business that needs to make sales. In situations where the sales cycle can be lengthy, as is often the case in the service industry, a CRM ensures timely follow-ups, prevents tasks from being overlooked, and centralizes information for the entire sales team.

Is it possible to get grants for a CRM project?

Currently, yes. Various levels of government have established grant and loan programs to encourage businesses to invest and modernize. The implementation of a CRM is included in several targeted grants.

Is there a best CRM?

There are currently over 800 CRMs on the market, so it's challenging to name just one as the best. The choice of CRM will depend on your situation, budget, and needs.

For example, Salesforce (a global leader in CRM) is a very powerful tool, but it's expensive and complex. It might not be the most suitable if you have a sales team that isn't very tech-savvy.

When should you implement a CRM?

Absolutely. A CRM is a crucial tool for any business that needs to make sales.

In situations where the sales cycle can be lengthy, as is often the case in the manufacturing industry, a CRM ensures timely follow-ups, prevents tasks from being overlooked, and centralizes information for the entire sales team.

Is it possible to switch to a different CRM in the future?

Yes, CRMs allow you to export your data and import it into the new one you want to use.

Since your data is valuable, it's best to entrust the CRM migration work to an expert to avoid potential issues.

How long does it take to implement a CRM?

Typically, a CRM implementation project takes 4 to 8 weeks depending on the tasks and the starting situation.

Of course, the CRM implementation isn't the end of the project; training and using the tool are crucial steps for maximum efficiency after the project delivery.

What is Martech?

Martech is the fusion of the words marketing and technology.

Often called automated marketing, it involves using software to develop marketing strategies, allowing us to generate leads, qualify them, and assist in selling our products or services.

What are the prerequisites for using Martech?

To engage in Martech, you need three things: a plan that includes your strategies and objectives, a Martech tool, and a CRM.

Your Martech tool will connect to your CRM to use the information on your prospects and guide them through a marketing journey based on their situation and behaviors

How can Martech help my sales department?

Martech allows for the automatic generation of numerous leads without having to manage them manually.

It also helps in qualifying these leads so that your sales team can focus on the most promising cases. Thus, Martech enables more sales and saves time, making it a highly profitable combination.

What are your areas of expertise?

We are experts in process automation, Monday.com integration, and CRM.

We are not a marketing or content production agency. However, we have a strong network and specialists in these areas to whom we can refer you if needed.

Why do I need to pay for system maintenance?

Software and technology are constantly evolving (and very quickly).

Think about the updates to Windows, for example. To ensure that the automations we implement for you work correctly, we offer maintenance services where we proactively and regularly check your automations to provide you peace of mind and the best possible performance.

Why propose a Technological Planning before starting a project?

Technological Planning allows for the creation of a clear plan for the project you want to undertake.

It's the equivalent of a flight plan for a pilot. Technological Planning includes a mapping of your processes, your needs and objectives, and a clear action plan to help you achieve your goals.

Why pay for expert services when CRMs can be self-installed?

Many software applications can be implemented on their own without the need to use a specialist's services.

However, we do not recommend this if you are not familiar with this type of project. Unfortunately, we often have assignments where we have to redo software configurations because clients thought they could do it themselves and they can't achieve the desired results.

Rebuilding also costs more because we have to understand what has been done instead of starting from scratch with a clear plan for everyone.