After scoping out your business needs, the next step in setting up your CRM system is called a GAP analysis. This step helps us figure out the difference between what your CRM system can do right now and what your business needs it to do.
A GAP analysis is like comparing a standard tool to the specific job you need it for. We look at the features your CRM already has and compare them to your unique requirements. This helps us spot areas where changes or improvements are needed, such as:
Workflows: How your team moves through tasks.
Data: How information is organized and accessed.
Integrations: How your CRM connects with other tools you use.
Doing a GAP analysis makes sure your CRM system fits your business like a glove. Here’s how it helps:
Custom Fit: We make sure the CRM works for you, not the other way around.
Priorities: You’ll know what changes matter most to your team.
Better Planning: It helps you focus resources on the most important areas.
We organize everything we learn during the GAP analysis into a simple spreadsheet. This document shows:
Features your business needs but the CRM doesn’t have yet.
Changes needed to make the CRM work better for your team.
Any integrations or tweaks required to support your workflows.
This document acts like a guide, helping us make your CRM system exactly what you need.
The GAP analysis isn’t just a list of fixes—it’s a plan to make your CRM work for your business. By tackling the gaps step by step, we ensure the CRM not only meets your needs but also helps your team work better, save time, and reach your goals.
At Flowbird, we’re here to make sure your CRM system isn’t just helpful but transformative. With a clear GAP analysis, we’ll turn your vision into reality and set you up for success.