In which sector are you active?
Why this is important in your CRM selection:
CRM systems are generally not developed for specific sectors. Still, it’s important to consider your industry when looking for the right software. Suppliers with experience in your industry understand your business processes more quickly, making implementation smoother.
How many employees does your organization have?
Why this is important in your CRM selection:
In your selection, it is important to know how many employees there are and how many people will use the ERP. Usually the following applies: the larger the organisation, the more complex the implementation. This is not only because all users have to be trained. Decision-making often differs for smaller companies. The supplier must be able to deal better with longer lines of communication and implementation times at larger companies.
How many employees will use the CRM?
Why this is important in your CRM selection:
In your selection, it is important to know how many employees there are and how many people will use the ERP. Usually the following applies: the larger the organisation, the more complex the implementation. This is not only because all users have to be trained. Decision-making often differs for smaller companies. The supplier must be able to deal better with longer lines of communication and implementation times at larger companies.
What will you mainly use the CRM system for?
Why this is important in your CRM selection:
Every CRM solution has its strengths and weaknesses. By indicating what you want to use the system for, you will be quicker to find the parties that excel in those points.
Do you want to integrate the CRM system with other software?
Why this is important in your CRM selection:
There are many benefits to integrating the CRM with other programs. Unfortunately, this is not always easy from a technical standpoint and some suppliers are more adept at this than others. Therefore, specify what is important to you so that it can be included in the CRM selection. If you do not have this information available, you can skip this question.
How much time do you want to spend on the implementation of the CRM?
Why this is important in your CRM selection:
When it comes to CRM selection, it is important to know how much time you want to take for the implementation. There are suppliers who offer solutions on a “plug-and-play” basis. Hardly any customisation is involved, and you can get started right away. This is fine for smaller businesses that want to get started quickly, but less suitable if you require complex functionalities. The more time you take, the more time there is to prepare the organisation for a migration. If you do not have this information available, you can skip this question.