10 Things To Look Out For Before Buying A CRM Solution

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  • Pricing:

You never want to spend too much on a CRM. Certain CRM’s charge a hefty price to allow tailoring

 

  • Total Cost of Ownership:

Monthly pricing may seem reasonable but overtime the numbers add up.

 

  • Integration:

Does the CRM integrate well into your existing system? Some businesses use an assortment of applications, having a well-integrated CRM helps to create a streamlined process

 

  • Features:

Make sure that the CRM has all the features you’ll need to make using it effective

 

  • Usability:

Is the CRM easy to use and easy to learn? Sometimes training and guidance is needed to help us change so find a CRM that provides this service.

 

  • What support is included?

Some CRM’s come at a low price however provide little to no support. Be sure to check that the CRM you’re getting a level of support you’re comfortable with in case you run into problems down the line.

 

  • Should we choose a web-based or on-premise solution?

Both have their advantages for example web -based are cheaper however on-premise has the advantage of when its purchased it’s yours forever.

 

  • Growth:

Does the CRM have the capability to grow? For example, can you easily add new licences? Are you likely to exceed the data storage limit? The last thing you want to be doing is starting the process of implementing a new CRM solution all over again once your business outgrows your current solution.

 

  • How easy is the solution to customise?

You should make sure the CRM is easy to customise.

 

  • Does the system allow me to easily create reports?

Reporting forms an essential part of a CRM solution, helping you to make better, more informed decisions. Make sure the CRM solution you are considering not only allows you to quickly and easily create reports, but also allows you to generate and view the data in a useable format, such as .XLS, .TXT or .CSV.