People always know someone who is using a CRM solution however each business has slightly different needs so what works for them may not work for you.
With this in mind, I wanted to share a few key things to think about when making a decision on which CRM to choose.
1. It is important to speak to your IT team as soon as possible and identify any barriers, some companies will want a cloud solution whereas others may need to host their own solution to meet data security policies or needs, this can immediately dilute the amount or providers that are available to you.
Check this first as it can save you a lot of time that would be otherwise wasted on speaking to CRM companies that cannot meet your IT requirements. We work with a lot of companies in the Insurance and Health Care sector who need to host their own systems due to these kinds of concerns and as a result of the sensitivity of the data that they hold.
2. Think about contract terms, how long are you looking to be in your initial contract period for? Many CRM providers offer a range of commitment periods, but most are between 12 and 24 months.
Consider your long-term plans, as per the above if you have a contract period you need to be confident that the system you choose will continue to deliver what you need for the duration of the contract.
Free solutions have their place but can often quickly become outgrown as the number of contacts or features required increases, in which case fees can then be added and in many cases, these quickly exceed the cost of a standard CRM system.
3. Payment options matter, some companies will want a year in advance, others offer monthly direct debits, multiyear deals etc. The payment options may mean where you can choose to move to, for smaller business monthly payment options are great for cashflow, likewise, for larger organizations, annual payments may be simpler to sign off at director level.
4. Also look at set up costs and ask questions around costs for set up, training and support.
Long term you need to choose a solution that can grow with your business, one that comes with options for the support and training you will want and need.
There are a lot of things to consider and as a result, I have put together a simple checklist to help you cover all these areas with potential providers.
Please feel free to use this as part of your selections process.
If you have any questions on CRM or are interested in trying Maximizer CRM for yourself please get in touch firstname.lastname@example.org or download our eBook with even more hints and tips and advice on choosing the right solution for your busienss.