SFB Guide - 10 Key Questions to Ask a CRM Supplier

This brief guide is aimed at SMEs who are considering their options for a Customer Relationship Management (CRM) System. An appropriate and well-implemented CRM system can help you retain customers, improve processes and generate new business. You can capture all your interactions with prospects and customers in one place: from lead generation to marketing campaigns; and from sales automation to customer support and account management. But CRM projects can go wrong, too. How will you decide if a particular CRM supplier’s product/service is the right one for you? And how can you be assured that the supplier is competent and reliable? You should firstly make sure you understand all of the following: your business requirements; any industry-specific considerations; your current processes; your customers’ expectations; and how a CRM could fit into your overall business strategy. And, secondly, you could ask candidate CRM suppliers (directly or through your own research) the 10 key questions listed below and see if they give satisfactory answers – perhaps in the order suggested, which begins with three questions on protecting data, continues with five questions on functionality/capability, and, concludes with two questions on portability.

SFB Guide - 10 Key Questions to Ask a CRM Supplier

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Author: 

Mark Williams

Posted Date: 

Wednesday, May 21, 2014 - 14:05

Last Modified: 

Wednesday, May 21, 2014 - 14:05

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Software as a Service