Any recommendations without this info would be like asking for the best car or religion, and any suggestions would be akin to the adage "If the only tool you have is a hammer, all problems look like nails"
You need to identify your needs:
- How many users are you expecting to have? Now and over the next 12-18 months.
- How many records (contacts and/or companies)? Also now and over next 12-18 months
- Where is your data sourced from (initial setup and on-going leads)? For example: your web site, external companies, social media, Excel, paper entry
- What do you want to do with the data? Reports, email merges, news letters, etc. You need to involve internal users at different levels (sales, marketing, management)
- Do you want to integrate with legacy systems – accounting, ERP or other software?
- Do you want to integrate with new technologies – social media, Twitter, LinkedIN, etc?
- Do you want remote access – remote offices, laptop users, smart phones?
- If so, do you have reliable internet connectivity?
- What sort of security is important to you? Eg should all users be able to see/edit all records?
- What sort of infrastructure do you have – operating systems, hardware, network. Would you be prepared to invest in improving this?
- Do you have your own IT? If so, will they need training to administer the new system?
- What sort of support do you think you’ll need?
- What sort of budget do you have?
Remember that your customer database can be one of your most valuable assets and equipping your business with the right tools to mine that asset can produce valuable returns – especially when financial times are perceived to be tough.
Often the best way to make sure it’s right is to speak to a consultant in the field to provide some advice. Here is an article that I did on picking a CRM consultant: How to pick the right CRM Consultant
When speaking to vendors, and even many consultants, remember their competitive info isn't always accurate. You need to do your own research if you are comparing products.
You really want to know “What’s the best CRM solution for YOU?” Anyone who makes a recommendation without knowing or asking these questions can’t possibly be answering that.
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