By
ยท
1 minute read
When you set out to pick a new CRM system, your preparation is of vital importance
Selecting a new CRM is a process that should include more steps than doing some demos. Preparing correctly can save you a ton of hassle during implementation and boost your chances of success in the long run.
Here are some steps to take before inviting vendors:
๐๐๐ฅ๐ค ๐ญ๐จ ๐ญ๐ก๐ ๐๐ง๐ ๐ฎ๐ฌ๐๐ซ๐ฌ to make sure that you understand what they need from the system. Have them take you through their current workflow so you understand what functionality they need and what problems they are facing.
๐๐๐ฅ๐ค ๐ญ๐จ ๐ญ๐ก๐ ๐๐ฎ๐ญ๐ฎ๐ซ๐ ๐๐๐ฆ๐ข๐ง๐ข๐ฌ๐ญ๐ซ๐๐ญ๐จ๐ซ๐ฌ so you will obtain an idea of security and compliance requirements, this will save you lots of hassle later.
๐๐ง๐ฏ๐ข๐ฌ๐ข๐จ๐ง ๐ญ๐ก๐ ๐ญ๐๐ซ๐ ๐๐ญ ๐๐ซ๐๐ก๐ข๐ญ๐๐๐ญ๐ฎ๐ซ๐ so you know what integrations must be possible and /or what extra work needs to be done during implementation.
When you have done all this, ๐ญ๐ซ๐๐ง๐ฌ๐ฅ๐๐ญ๐ ๐ฒ๐จ๐ฎ๐ซ ๐๐ข๐ง๐๐ข๐ง๐ ๐ฌ ๐ข๐ง๐ญ๐จ ๐ ๐ฅ๐ข๐ฌ๐ญ ๐จ๐ ๐ซ๐๐ช๐ฎ๐ข๐ซ๐๐ฆ๐๐ง๐ญ๐ฌ and present it to the people you talked to for validation.
Once the list is complete, you can invite vendors that can match the requirements.
