Before choosing a CRM, you need to ask yourself the right questions and put in place the right habits..
Could you benefit from a personalized demonstration?
When it comes to choosing a CRM, a specifications list is an excellent start. However, it often takes a long time to write and it is hard to list all the scenarios. This is why a personalized demonstration will allow you to directly see if the application fits the specifics of your field.
Ask for a presentation that fits your requirements. Product brochures or test versions sometimes give you an incomplete picture of the application.
What is your global budget for the project?
The cost of the CRM solution in itself is only a part of the investment you’ll have to make. For example, you will have to take into account:
- Training to the product
- Adaptations and customizations
The CRM evolves with your business. It is generally advised to allocate 10% of your total budget to the evolution of your CRM in the first months. For example, for new needs that weren’t identified at first, to train new users or to equip new collaborators.
Define the overall budget for your CRM project.
Implementing a CRM: define the 5 reports and key indicators you wish to have.
The aim is to prioritize the points that are essential for your CRM project to succeed. For example, your priority can be to have your business portfolio signed off this month, the sales distribution signed off by the commercial department, 2, 3 and 6 months sales forecasts and the number of new prospects in the month.These key elements will be the essential factors in choosing your CRM solution.
Make a list of 5 reports and indicators that you absolutely need, and that fulfil your requirements in implementing a CRM solution.