By selecting and implementing several CRM systems for companies over the years, I’ve learned quite a bit along the way. My intention with this series is not to promote or recommend any specific CRM system, but simply to lay out what I feel are the logical questions, steps and tips that I hope will make your CRM selection and implementation successful.
As is not likely a surprise, many of these steps were learned the hard way!
Take a minute and answer the ten questions in the list below, and share them with the relevant people in your organisation. You may be suprised with the conversation that is generated.
10 Important Questions
1. Which parts of the business are set to use the CRM? Is it just sales and marketing, or will support staff be using the CRM to manage support and customer service requests and bug fixes?
2. Does the business use (or has it ever used) a CRM system?
3. (a) If yes: why is the business looking to change the CRM system, or, why did the business stop using the CRM system?Continue reading “Part I: 10 questions companies should ask before choosing a CRM”