Sorry to break it to you, but there isn’t really a “for sure” way to come to this decision. Unfortunately it takes a lot of time, research, and analysis of your business processes to approach an answer that fits your needs. And even then, it can vary. But don’t let this news discourage you. If you stick to a few important tips along the way, you should be in good hands:
- The software vendor relationship is important: The relationship with your software vendor should be strong and you should have a high level of trust developed before moving ahead with a big CRM implementation project.
- There are no stupid questions: In software implementations, you should know what’s going on. Although your software vendor is there to take care of the process, you still need to make sure things are headed in the right direction. So if you don’t understand a process or an additional charge, ASK!
- Get everyone involved: A CRM solution is meant to connect your business. Ideally, you want everyone to use the solution and use it right so you can achieve a return on your investment. Get them involved in the implementation project by asking them a few basic questions. Write down their wish lists and specific requirements or even gauge how comfortable they are with technology. All this information can increase the chances of success for your CRM implementation.
If you’re wondering where to begin in developing a relationship with a software vendor, sign up for our newsletter and stay in touch with our CRM experts.
By Alexandra Gonzalez with PANGEA Business Solutions, Microsoft Dynamics Partner out of Florida