Think Beyond Features: Pick the Right Partner

Finding a CRM solution that fits your needs is about more than just a checklist of features and technical requirements. Implementing and supporting a CRM system is an important and sizeable project, and the factors in its success extend beyond the system itself to the CRM company you partner with and the kinds of supporting services they offer.

When selecting a CRM solution, it’s common for companies to focus on the initial implementation, but it’s important to think about your post-implementation needs as well. At some point during or following software implementation, every company encounters new needs or challenges—whether they’re minor support incidents, resource constraints, or a need to modify, extend, or upgrade their CRM solution.

When selecting a CRM system, consider the kinds of services you will need to achieve your project goals. These can range from assistance developing your initial CRM evaluation criteria through implementation and customization services right through to post-implementation maintenance and support. If you do not have the in-house resources to maintain or customize the CRM system after implementation—or would prefer to leave it to the experts—find out whether the CRM vendors you are considering offer remote system management services, which can help keep your specialized staffing costs down. Having a good sense of your internal resources and capabilities will help ensure that you can leverage the right internal resources while also taking advantage of specialized resources and skill-sets from your CRM vendor or service provider.

ProAptivity specialise in the deployment of CRM solutions into small and medium size businesses. They are the Northern Ireland solutions partner for Maximizer CRM which offers both on-premise and on demand solutions with full Mobile CRM capabilities. For more information contact 028 90735630

Like this content? Share it to social media below!
Share on facebook
Share on twitter
Share on linkedin