Some quick tips to pick a CRM

Share

Facebook
Twitter
LinkedIn

The whole world of customer relationship management software is constantly evolving. Along with that and the Internet is that there are a ton of options to sift through to find the right option. There are a lot of options out there but how do you choose the right one?

  1. Don’t start with the CRM in mind. Start with your business, your processes and how you do things. It can be a costly mistake by picking a CRM and then having to “adjust” things to fit the way the CRM works.

  2. Take your processes, requirements and pass those over to the CRM vendor or work with your consultant to prepare these documents. Tell the CRM vendor what you want and let them show you how things match up to your requirements.

  3. Spend a little money but not everything. Run a pilot project within a small subset of your organization to see if it works as intended. This reduces risk and cost on your part. It makes it easier to switch things up if needed.

Upcoming Events

Sign up for our newsletter for updates on Eligeo’s courses. 

Our Industry Learning
software partners

Our Experts Can Help

First Name
Last Name
Email
What can we help with?
Anything else we should know?

Recent Posts

Categories

Newsletter

Newsletter Sign-up *

Get insider tips, industry news and content specific for CRM, Salesforce, SugarCRM and monday.com – all for free!

December 2022

MO
TU
WE
TH
FR
SA
SU
28
29
30
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
1
Events for December

1st

No Events
Events for December

2nd

No Events
Events for December

3rd

No Events
Events for December

4th

No Events
Events for December

5th

No Events
Events for December

6th

No Events
Events for December

7th

No Events
Events for December

8th

No Events
Events for December

9th

No Events
Events for December

10th

No Events
Events for December

11th

No Events
Events for December

12th

No Events
Events for December

13th

No Events
Events for December

14th

No Events
Events for December

15th

No Events
Events for December

16th

No Events
Events for December

17th

No Events
Events for December

18th

No Events
Events for December

19th

No Events
Events for December

20th

No Events
Events for December

21st

No Events
Events for December

22nd

No Events
Events for December

23rd

No Events
Events for December

24th

No Events
Events for December

25th

No Events
Events for December

26th

No Events
Events for December

27th

No Events
Events for December

28th

No Events
Events for December

29th

No Events
Events for December

30th

No Events
Events for December

31st

No Events