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

SEPTEMBER 2022

SEPTEMBER 6th MONDAY.COM COURSE
SEPTEMBER 8th MONDAY.COM COURSE

OCTOBER 2022

OCTOBER 11th MONDAY.COM COURSE
OCTOBER 13th MONDAY.COM COURSE

NOVEMBER 2022

NOVEMBER 15th MONDAY.COM COURSE
NOVEMBER 17th MONDAY.COM COURSE

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!

August 2022

MO
TU
WE
TH
FR
SA
SU
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
2
3
4
Events for August

1st

No Events
Events for August

2nd

No Events
Events for August

3rd

No Events
Events for August

4th

No Events
Events for August

5th

No Events
Events for August

6th

No Events
Events for August

7th

No Events
Events for August

8th

No Events
Events for August

9th

No Events
Events for August

10th

No Events
Events for August

11th

No Events
Events for August

12th

No Events
Events for August

13th

No Events
Events for August

14th

No Events
Events for August

15th

No Events
Events for August

16th

No Events
Events for August

17th

No Events
Events for August

18th

No Events
Events for August

19th

No Events
Events for August

20th

No Events
Events for August

21st

No Events
Events for August

22nd

No Events
Events for August

23rd

No Events
Events for August

24th

No Events
Events for August

25th

No Events
Events for August

26th

No Events
Events for August

27th

No Events
Events for August

28th

No Events
Events for August

29th

No Events
Events for August

30th

Events for August

31st

No Events
Events for September

1st