CRM Vendor Selection

Selecting a vendor may be one of the most complex and confusing aspects of your customer relationship management (CRM) project, but it doesn’t have to be. I developed a systematic approach for uncovering inefficiencies in your operations and a script that clearly communicates your needs to potential partners.  

I often tell companies searching for a CRM vendor that finding the right CRM partner – and building a long-lasting, successful relationship with them – is a lot like a marriage. Here are some tips to make that “marriage” strong

With so many options to choose from, selecting the CRM system that best fits your company can be time-consuming and exhausting.

The key: Build a solution around your business, not just what the vendor offers. Sure, their software may have plenty of bells and whistles, but if those added features don’t cater to the needs of your company (or worse, if they’re inefficient and distracting), there’s no reason to invest in them.

CRM has become a commodity due in part to the rise of cloud-based offerings, which have made the technology cheaper and easier to develop and adopt.