Investing in a CRM is a major decision. But here’s the truth: most CRM projects fail to deliver the ROI businesses expect. Why? Because they treat CRM as software to install, not a system to integrate into the heart of their operations.
So, how can your organization maximize ROI from a business CRM system? Let’s explore.
Common Pitfalls That Kill ROI
- Low Adoption: If users find CRM clunky, they won’t use it.
- Disconnected Systems: Without integrations, data remains siloed.
- Over-Customization: Traditional CRMs rely on hard-coded changes that slow upgrades and increase costs. Creatio avoids this with no-code adaptability.
- Manual Processes: A CRM without automation is just a database.
Keys to Unlocking ROI
Implement with Purpose
Start with business goals, not technology. What outcomes do you want: faster onboarding, higher conversion rates, or reduced service costs?
Integrate Seamlessly
A CRM should connect to ERP, automation tools, analytics platforms, and communication systems. With Creatio, no-code connectors make this faster and less expensive.
Automate Workflows
ROI grows when AI agents handle repetitive tasks like lead scoring, case routing, forecasting, and campaign execution, freeing teams to focus on higher-value work.
Measure and Optimize
With Creatio, users can generate dashboards on demand using natural language prompts, tying CRM activity directly to revenue, customer satisfaction, and operational efficiency.
The BIG Advantage
With Bits In Glass + Creatio, we help clients:
- Reduce implementation time by 70% using proven frameworks.
- Lower tech costs by 37% with no-code adaptability.
- Accelerate process improvements without IT bottlenecks.
Our role is more than setup. We ensure your CRM becomes a growth engine, not just a system of record.
Conclusion
The ROI of CRM comes from the partnership behind it. With BIG + Creatio, businesses gain a CRM that adapts, automates, and delivers measurable results.
See how BIG can maximize your CRM ROI.
