Choosing a CRM solution

The goals and expectations of your organisational CRM strategy need to be defined and understood before considering which of the many CRM systems available will best fit your needs.

The goals and expectations of your organisational CRM strategy need to be defined and understood before considering which of the many CRM systems available will best fit your needs.

Even then, the choice depends on far more than a functionality wish list. For example:

  • Do you have the infrastructure and other resources to have a CRM solution installed in your premises, or would a solution that you access over the internet be more appropriate?
  • Does the CRM solution provide the correct interfaces for your users. Would a web interface or close integration into Microsoft Outlook drive your users to adopt the solution?
  • Does the CRM solution support easy, cost effective customisation to better support your organisational processes? Are there other systems you use that need to be integrated into the CRM solution? How easily can this be achieved?
  • Are processes or requirements likely to change over time, requiring a system that can adapt quickly and with the minimum of disruption?
  • Does the CRM system utilise technologies that are a good fit with those of your existing systems and IT expertise?

These are just some of the issues you will need to consider when choosing the right CRM solution for your business. Here at Perfect Image, we take a consultative approach to understanding the factors in your organisation that determine the outcome to these questions.