Selecting a CRM system that perfectly fits your business is a significant step for every organization. No surprise it is a complicated task, which requires the right approach; if done right it will bring win-win results for both your customers and your staff.
There are many questions to ask when starting a new CRM initiative: Why you need a CRM system? What KPI’s are important for you and what ROI you are anticipating? Defining vision, strategic goals and objectives will help in gaining understanding of how the system will support the key objectives that the company wants to successfully implement. Deliberate consideration will bring the solution that meets specific business needs of your organization. It will indemnify the risk of employing sophisticated system with a comprehensive set of useless tools.
In the CRM market, more does not mean better. Sometimes it is even worse. Evaluate the functionalities and capabilities of different CRM systems available on the market and define what is important specifically for your organization. Studies show that 43% of companies do not use their CRM potential to its max; ironically it may sound but another 40% of companies switch to a new CRM because of its limited functionality.
In our CRM Buyer’s Guide we’ve outlined a step-by-step process on choosing the right CRM. Download this guide to learn essential checkpoints, crucial steps, possible pitfalls and solutions that can help you avoid costly mistakes and achieve the best outcome of your CRM initiative.