How to buy CRM Software, What are the steps you need to follow. Having discussed the first stage of CRM buying process, let’s proceed to the second and final stage that is all about defining your CRM requirements. With results of stage one in mind, sailing through this stage will be relatively easy.
The sixth step to buy CRM is to understand the adeptness of the team members.
Note: The levels and costs of support can vary from vendor to vendor. To make the best choice, check with vendors to see what costs are associated with premium support. Use the social media channels to enquire among the peers who have employed support from CRM vendors. Do not opt for a vendor who holds a reputation of providing an excessively costly or poor quality support.
The seventh step to buy CRM is to understand the integration requirements.
The eighth step to buy CRM is to understand the feature requirements.
Using the problems you identified early on, note the approaches that your business should take and identify those CRM features that will help you execute these approaches. Let’s say you want to capitalize the social media to establish a stronger connection with your customers. So your goal should be to look for a social CRM that helps you create social platform for your employees to build an integrated interface for customers to share and collaborate.
The ninth step to buy CRM is to understand your market nature.
Considering the unique needs of every industry type, customizable CRM software has now become much prevalent. Industries for which tailored CRM applications have been created include agribusiness, insurance, real estate and non-profits.
The tenth and final step to buy CRM is to zero in on the right vendor.
Note: Do your own research. Social media can be a good medium to carry out the check. You can also ask for a few references from the vendor themselves. Enquire among the references whether the CRM implementation was benefiting, and if so, what role the vendor played in it.