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Which CRM Solutions to Choose? Six Proven Slection Criteria
There is a surplus of CRM products in today’s marketplace. Every CRM solution is similar, so picking the right software for your company is a difficult task. We’ve selected six of the most important factors you should consider, when selecting a CRM solution for your company.
- Understand the Market
You must understand what you want from your CRM software and how you want to integrate it.
- Simple RFP
Send out simple requests for proposals (RFP) to obtain relevant product information. RFP’s can help you sort through the clutter and see what CRM solutions vendors will suggest for your specific situation.
- Choice of vendors
Restrict your options to a few CRM solutions, so as to not waste time sifting through information. You can make an educated decision by reviewing just three to four companies.
- Ease of implementation
Setup time is another important factor to consider. If a CRM solution is too time-consuming to install, then it is not for you.
- Customization
Size matters for CRM solutions. Even if a CRM solution boasts having the best features around, if it is not adaptable to your needs, it is not right for you. For example, if you are a small business owner it is best to consider a small business CRM solution or one that is customizable.
- Price
Cost is a critical factor, but the last one you should consider. After going through the five criteria listed above, you should have narrowed down your list significantly. The shortened list shows you all the products that are most suitable for your company. Lastly, compare what products best adhere to your budget restrictions to find the perfect CRM solution for your business.
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