Pain Point – CRM


Customer Relationship Management (CRM) software has become a mainstream focus of business software–it fills a key niche, and typically is available to mobile users. This is crucial for most sales organizations who use mobile professionals.

While CRM fills a crucial need, it has also been terribly expensive, and hasn’t been easy to integrate with other systems. To keep costs down, organazations typically limit the number of users, isolate the system, and rely on spreadsheet-based reporting to manage the sales staff only. This leads to islands of information, problems with transactions, and lack of efficiency throughout the sales process.

Xcellerated Solutions can help with the selection, design, implementation, and integration of a CRM system that can optimize your costs and leverage your team with a system that is:

Customer Relationship Management software is notorious for high per-user fees, and it is very common to purchase less user licening than would be helpful. To be fully useful across an organization, users that might only use the software very occasionaly cannot consume a license without the software becoming too expensive.

The problem with many CRM systems isn’t that they don’t do their job well–it’s that they don’t do it in a way that works best for you…

Xcellerated Solutions can help you select a CRM package that completely eliminates per-user licensing. XS also often builds reporting and intranet-style communication that allows users to access key system data outside of the CRM system in a user-licensing neutral tool that doesn’t consume a license (legally). The key is to leverage your data in ways that aren’t within the licensing agreement.



There are many SAAS (Software as a Service) and/or Cloud CRM options that work well with web browsers. There are others that use a more traditional approach and have an on-premise deployment that requires a desktop. Some CRM systems have a desktop version and a mobile version. Other use Apple and Android mobile apps to facilitate transactions.

The problem with many CRM systems isn’t that they don’t do their job well–it’s that they don’t do it in a way that works best for you…

Xcellerated Solutions can assist with selecting a new CRM system that works the best for your organization. If you are wanting to take your existing CRM system to a more mobile approach, we have multiple options that can leverage your currant situation and make it work for you.



If you only use your CRM system to keep track of calls and contacts and keep tabs on a sales team, then you probably don’t need good integration. However, if your sales team cares about existing customers (as opposed to prospecting only), capturing orders that automatically flow into the order fulfillment system, knowing inventory levels and attributes, or being able to proactively follow up on a customer’s A/R status, then an integrated system is often crucial to enabling and tracking appropriate sales activities.

The problem with many CRM systems isn’t that they don’t do their job well–it’s that they don’t do it in a way that works best for you…

Xcellerated Solutions can help with integrations of any of your home-grown or package business systems. We also offer fully-integrated systems that contain all aspects of CRM, financial, inventory, order management, etc. We have expert developers, programmers, and project managers who have deep experience with a wide variety of systems–we know how to build the bridges (with all the rules that make it work the way you need it to).



Software that’s not custom written for you has been written with one goal in mind–provide a generic solution that works for the largest number of businesses possible. Why? Software companies want to sell to the largest audience possible. CRM is no different–software is written for the generic user, usually with light customizations possible without programmer intervention. Once you really want to customize workflows, data storage, and other deeper functionality, the options are often limited.

The problem with many CRM systems isn’t that they don’t do their job well–it’s that they don’t do it in a way that works best for you…

Xcellerated Solutions knows not only how to leverage the cosmetic-level customization techniques, but we can also help you with deeper workflow enhancements that enable you to use the sofware to business. (Many companies find themselves doing business the way the software mandates–we think you should be free to compete by doing things differently than everybody else. We can HELP you figure this out…)

Xcellerated Solutions can help you imagine your rules and can write the code (or coach your staff) to build high-confidence systems.



When you want to do things differently with software, it’s often an impossible task to modify software settings without having a deep IT knowledge and a knowledge of specific software or programming languages. Even when customizations are possible, the learning curve (and competing priorities) often leaves people resorting to default functionality.

Most CRM software has built-in customization capabilities that allow you to do complex validations and reporting. This is in place to accommodate the generic nature of the base package, but it’s often tough to even visualize the kinds of things you MIGHT do to make life easier.

The problem with many CRM systems isn’t that they don’t do their job well–it’s that they don’t do it in a way that works best for you…

Xcellerated Solutions can help train your staff to use your existing software in a way that helps your users make less mistakes. We can help put rules for validation in place to ensure correct pricing on orders, put data entry checks to ensure proper status and data captures so reports work well, and we can come up with creative solutions to stop real-life problems that pop up.

Have any questions or need support?