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  • X2CRM Solutions
  • Software Training
  • Resources
  • Blog
  • About
    • Greater Washington Business Roundtable and Other Events
  • Contact Us

4 Big Benefits when CCC is your X2CRM partner

Many companies look at the new year as the time to re-evaluate and set business goals. We look at the data from the previous year and make adjustments to reach our goals. This may include hiring new employees, revising business processes, or looking at business tools including an enterprise CRM. It is this last one that we want to explore.

An effective CRM implementation is crucial to any business, and this requires a CRM that works with a company’s business model. There are many CRMs, and the choice can be overwhelming, so why do we use X2CRM as the CRM of choice for our clients? On top of that, why should you choose CCC as a preferred partner to help you implement an enterprise CRM for your business when you can work directly with CRM software companies directly?

Let’s look at 4 big benefits when CCC Solutions is your X2CRM partner

CCC Solutions configures X2CRM to help you meet your business goals

Most CRMs can be used out of the box. You create your account and run with it. This sounds good until you realize that the CRM doesn’t exactly work the way you need it, so you try to make it work.

X2CRM is built to be customizable according to your business. It has over 20 modules including service tickets, quotes, and marketing automation, but that does not mean you need to have all of them installed. In fact, unused modules clutter up your implementation.

CCC Solutions helps you determine your business goals and configures the X2CRM implementation according to your goals. This way it is ready to be used on day one, not out of the box, but rather aligned with your goals, so you don’t have to try to “make it work” later.

X2CRM is also scalable. As your business grows, we help you adapt X2CRM to grow with you, so you don’t have to look for a new solution in a few years. It becomes a profitable asset instead of an expense with no return on investment.

X2CRM focuses on automation

We often talk about Follow Up Fatigue that is a result of doing repetitive tasks, reacting to a forgotten lead, or constantly asking your sales team for reports. X2CRM’s tools give you the power to automate tasks and processes so you have more time to nurture prospects and clients. X2CRM’s automation capabilities help you be proactive with selling and minimize internal miscommunication and conflict.

X2CRM automation can be used with the following:

  • Email and marketing campaigns
  • Internal task management
  • Sales and project reports
  • Lead generation form responses
  • With other X2CRM modules

Partnering with CCC is more effective than other out of the box enterprise CRM plans

When you subscribe to other CRM applications, you sign up for a plan, gain access to your new account with documentation, and are assigned an account manager. Here’s the challenge. The plans are out of the box, the help guide is not always user-friendly, and just when you get ahold of your account manager, you are assigned a new account manager. We’ve all been there.

CCC does not just give you access and assign an account manager (who may or may not be there in two weeks) to you. CCC partners with you. This is how the CCC partnership looks:

  • We talk with you about X2CRM and your business goals to see if X2CRM is the right fit for your business
  • We help you define your business goals and configure the X2CRM implementation to help you achieve your goals NOT fit into your goals.
  • We train you and your staff to use X2CRM, so you are ready to use it on day one.
  • Our team is available after the implementation to support your staff

The CCC/X2CRM cost is affordable and straightforward

X2CRM is an enterprise-level system that compares very favorably with its competition. It is as robust as the best-known CRMs without the high prices. We also provide implementation so that when we say “We are ready to train you”, we have already configured the system for your unique needs. As a result, your most critical CRM needs have been addressed and within 1 hour of training, we have you up and running.

When we implement X2CRM for you, we include multiple hours of training as our goal is to get you up and running. Based on your needs, we will be happy to provide pricing and, have confidence that our pricing is much more cost-effective than our competitors.

Conclusion

No matter which CRM you choose, it is an investment. If it is not implemented properly and used correctly, it is a cost with no return. When you partner with CCC Solutions to install and use your X2CRM, we help you turn your investment into a profitable asset that helps you grow your business. Contact us to schedule a demo.

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  • On January 4, 2022
Tags: CRM, X2CRM
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