Buying a CRM product is kind of like picking up a girl—complex, unnerving and without a guarantee of a positive end result. But—you can prepare yourself...for buying a CRM that is.
If you are considering buying a CRM solution, consider the following tips that can help get you prepared for the experience:
Creating a shortlist of vendors is surprisingly easy. Once you have decided whether to go for a hosted or on-site solution, create a list of possible vendors. Cross-check the vendors with the features you require and the budget you have allotted, and poof you have your shortlist.
Before buying any CRM solution you should prepare a thorough list of questions for your shortlisted vendors. Your questions should give you a good overall idea of their history and services. Here are a few examples:
You wouldn't buy a car without a test drive, so why would you buy your software with one? A trial will give you an idea of the product's capabilities, what sort of learning curve your users might have, and an overall impression of the software.
The key to any CRM implementation success is in how many of the users use it, and how quickly they pick it up. Survey some of your departments and users to find out what the likelihood is that they will use it. Also this will help you figure out how much training you might need to do alongside the roll-out.
CRM solutions can be pricey, and going back to the car analogy—you wouldn't buy a car without negotiating a deal either right? While you are still in the information gathering phase is the best time to try and negotiate a deal because the vendor knows that he will have to earn your business. Be aware that the standard list price is just that—a list price, and this price usually has some wiggle room factored into it.
In addition to the price you can negotiate on extras, like additional modules, a reduction in consulting costs, free training, or lowered maintenance costs.
One of the biggest mistakes that businesses make when it comes to their CRM software is the features they don’t use. This happens because they invest in CRM with a handful of problems in mind, so they’re content as long as it solves them. But if you want to maximize your ROI, you should be utilizing every feature available to you. more
Would you believe that 89% of businesses expect to compete primarily on customer service in the upcoming years? With that in mind, it’s no surprise that CRM software is becoming such an integral part of business operations. But not all solutions are created equally, especially when it comes to the value they deliver to your business. more
There’s some big things happening with CRM software that you should to be aware of. Technological advancements and changes to business processes have led to developments and new features that are making CRM more valuable than ever. Things like mobile capabilities and greater integration with other software are at the front of this progress. more
A good SMB CRM system can be an incredibly valuable asset for your business. As more businesses recognize this value, the amount of SMB CRM vendors is expanding quickly. Navigating the pricing plans, features, and service terms of all these can be a decision-making nightmare. more