If you are thinking about switching to a new CRM system and need help with the CRM selection process, our experienced CRM consultants can help you to evaluate the alternatives and make the best choice for your business. It’s often difficult to sift through all the information provided by vendors and to decide on which package will be the right fit for your organization.
Navigating the CRM Selection Process
There are many steps to a successful CRM selection process. Our team will guide you through the steps, which include the following:
Management and User Interviews
One of our professional consultants will interview the key stakeholders and end users — and also develop an end user survey and compile the results. We will document both management’s and end users’ requirements and then compare those requirements with the full range of capabilities of the leading CRM solutions. Based on this analysis, we will recommend a short list of vendors for consideration.
Vendor Presentations & Vendor Scoring
Next, we’ll assist with scheduling vendor presentations for the shortlisted vendors. Vendors will be presented with a document that contains your key business requirements. After the presentations and an accompanying scorecard process, we will work with you and your team to narrow the selection down to one or two vendors.
Final CRM Selection
The final selection of a new CRM system is ultimately up to you and your organization, but we will provide appropriate guidance and help to answer any outstanding questions that relate to the different options. Please contact us to discuss your CRM selection needs.
