How to choose a CRM?


2 × 10 most important questions regarding the choice of the CRM system

If you want your CRM to fulfill its role in the support of the sales team and to help you increase the sales and profit you have to prepare the company well for its deployment. Then you can start looking for a suitable solution and the supplier. Which questions should you answer in advance?

What is your company’s situation?

  1. What is the objective of the implementation of a new CRM system?
  2. Do you know the customers of your products and services and can you identify them clearly?
  3. What are the strengths and weaknesses of your product?
  4. Do you have a developed sales methodology?
  5. What is your current sales process and what are the improvement opportunities?
  6. Which of your sales and communication channels work and which don’t?
  7. How do you receive feedback from customers?
  8. How do you measure and evaluate the performance of your sales team?
  9. What part of your profit can you re-invest in the achievement of new goals?
  10. Do you want to build your new sales system within your own IT, or do you want to outsource it completely?

Choosing suppliers

  1. How much will your CRM system adapt to us?
  2. How is maintenance and further development of your system provided?
  3. How can your solution be integrated with our existing systems?
  4. Can we start with the basic version and gradually add more functions?
  5. How can we further enhance your solution?
  6. What standards does your solution meet?
  7. Is it a proprietary solution, or does your system consist of standardized products?
  8. How is your solution secured?
  9. How are you prepared for the implementation of GDPR?
  10. Do you have references from similar engagements in our field?

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