All CRM solutions are not created equal

A solid Customer Relationship Management (CRM) tool can be exceptionally useful in today’s business environment in helping you to not only retain your current customers, but grow your new customer business.

With all the choices available to you, It makes good sense to do a careful needs analysis as part of the process of determining a CRM application for your business. Your success will be based on your understanding of the technology of your business requirements, and the functionality you require to solve a problem or need.

Among other considerations, there’s a danger of overspending on low-priority capabilities and the lack of integration with other technologies so you can see why choosing the right application will be the most important step in your process.

Your new CRM tool will need to meet the needs of the potential future growth of your business.  Perhaps start by defining the processes your business is trying to improve now. Than look at  how this tool will enhance the  process. Next, consider  how your needs might change in the future and how you will need this tool to grow with you.

A system that is easy to set up and modify is essential for today’s fast-paced business environment. Your CRM solution should adapt quickly and allow you to add users, change access privileges , add fields etc. within minutes.

In addition to my comments above, I’ve made a list of considerations that I hope will help you in making a good decision about your next CRM solution purchase:

  • Do you need a web-based CRM solution?
  • What kind of IT support do you need, and what kind will you receive?
  • What kind of training can you expect and are there any costs involved? What about training on upgrades?
  • Is the information always backed up?
  • What about added security for the system?
  • Will you need a system that allows you to share information with team members?
  • How easy is it for you to customize the system to fit your needs?
  • What functions do you really need and what can you do without?Know your requirements
  • Analyze your vendor based on technology and fitness for a long-term business relationship (the vendors experience in your vertical is important)
  • Make sure you understand what the solution really costs. Get a comprehensive quote for an up and running system, including the cot of support personnel and fees for upgrades and support.
By scoring these specific functions by importance to your business, you can compare a product’s strengths and weaknesses against your most critical business requirements.

 Also visit  Top 40 CRM Vendors to assist you in your research.

What was your biggest challenge when you set-up your CRM system?


~ by Grande & Associates, LLC on July 18, 2011.

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s

%d bloggers like this: