For companies that are serious about growing their service companies on a regional and national basis, they will typically start their ‘technology foundation’ with a modern app based job management system with some CRM functionality – the challenge arises – when growth happens and the core system starts to show signs of weakness, at this point if they are using Squeeg.ee, they might consider combining two CRM solutions – Squeegee App and Infusionsoft..
When tech software/systems are outgrown and if unchecked can cause serious business pain! Just before this pain causes serious business issues, savvy professional business owners have a number of choices:-
- Scrap their core system and implement a new, bigger, SaaS solution
- Build their own (or tailor existing CRM) to create a bespoke system, making original redundant
- Keep their core system and integrate another cloud based solution with open API’s
- OF COURSE – the option to just forget about problem and hope it goes away – is always on the table!
The above alternatives are all options that can be considered and taken, each having their own advantages and drawbacks:-
- Do you have the cash to invest in bespoke software development
- Do you have the in house skills/time/capability to manage a software development project
- Having your own bespoke system meas that you can operate your business model exactly as you wish – and also add a lot of value to your business (should you ever consider an exit strategy)
- Will another (all be it bigger) SaaS solution meet the needs of the business in a few years time – is it future proof?
- If no action is taken will it go away? Also, could this route mean that the growth stalls – possibly even causes business to be overtaken by a competitor..
The path of linking and connecting an complementary, modern, cloud based CRM that has the ability not only to compliment original system – but also allows a new level of business and marketing automation, is a conversation we love to have with ambitious business owners – this typically starts with a 15 or 60 minute discovery session – in this instance we would understand your objectives and ‘business dream’ scenarios and provide you with a strategic flow diagram (map) of the way that Squeegee App and Infusionsoft could transform your thinking and ultimately your business..
To learn more about one of our team members an his specialisation using Infusionsoft, see link.