 |
»
»
»
»
»
»
|
|
|
CRM Software Buying Tips
Due to it's importance to the success of your business, you need to consider your choice of CRM software carefully. Here are few buying tips for CRM software systems:
Application integration - make sure the CRM software can interface with your current software applications such as Microsoft Outlook and any contact management software.
Import and export features - you need to be able to both import existing client contact information from a database as well as export information out of the CRM software system.
Mobile connectivity - the salesforce of today is more mobile than ever, so your sales team needs to be able to connect to CRM software via cell phone, PDA and other wireless electronic devices.
Robust reporting - you need to be able to generate custom reports that are meaningful to your specific business. The CRM software should allow you lots of flexibility in this regard - this is important.
User interface - the CRM software should be pretty intuitive to use and not require hours of specialized training from the software vendor. If it's not logical or easy to use, it won't be used by your sales force.
Remotely vs. locally hosted software - Both solutions have their advantages and disadvantages so make sure you select the right choice for your current and anticipated future business needs. One solution isn't inherently better than the other.
Technical support costs - some CRM software packages are deceptively inexpensive but make up for it in ongoing support costs. Make sure you understand what you are purchasing before you commit on the dotted line.
|
|
|
