11 top questions before you choose a CRM
3 likes4,545 views
This document outlines 11 key questions to consider before choosing a CRM system. It discusses evaluating the costs, implementation timeline, ability to import existing data, mobile and integration capabilities, reporting and analytics features, ease of use, scalability, and ability to transition away from the system. Addressing these questions can help ensure a CRM selection meets the business needs and has the functionality required to support adoption and deliver a positive ROI.
11 top questions before you choose a CRM
- 1. 11 top questions before you choose a CRM
- 2. CRMs are amazing, but… • 70% of CRM initiatives fail • 90% of CRM implementations fail to show positive ROI • 75% of CRM initiatives fail substantially impact the customer experience.
- 3. 1. Why you want a new CRM? • ‘My enterprise needs streamlining • ‘My Sales process stinks, there gotto be a better way’ • ‘My contacts and conversations are all over the place, I want it to be at one place’ • ‘I’m scaling up my company’
- 4. 2. Costs involved? • A huge cost upfront Or SaaS model (per user per month billing)? • What about updates – you pay separately for that? • Does it include support cost?
- 5. 3. Length of CRM implementation? • How soon do you want your CRM to start working? Weeks or months? • Different vendors will have different timelines – ask them • Other Implementation costs?
- 6. 4. Can it import my existing data? • You might be on excel sheets, an accounting software or a legacy CRM. Nevertheless, the data is important for you. • How well does your new CRM import this data?
- 7. 5. Web/Mobile first - How does it work for you? • If you ask me, without mobility, your CRM won’t work - So this is a key driver • IOS, Android, Windows native apps? • How well Web translates to these apps? • How well does my CRM work offline?
- 8. 6. Do you use other tools? How well the integration works? • You might be using N tools. Right? • Trust me - you will use more tools in future • Your marketing automation, email marketing tool, social media tools, document storage/versioning, invoicing.
- 9. 7. Dashboard, Reports, Analytics? • There is no point in having TBs of data if you can’t make sense out of it. • CRMs should enable you to visualize, query and analyze the data • Some of the most used ones include Sales funnel analysis, Forecast reports, deals won
- 10. 8. Learning Curve (UI/UX) - Adoption • Your CRM strategy would succeed only if there is 100% adoption rate. • How intuitive is the UI of the CRM? • Manual Data Entry and Updation of Data are two main factors hindering the adoption of CRMs Note:Vibe(http://vibeapp.co) helps the sales people to manage their CRM beautifully by avoiding data entry and removing problem of contact updates.
- 11. 9. Is it making you work even more? • As mentioned, more manual work = Less adoption -> CRM Strategy Fail • Some of the basic automations – Call Logging, email automation, alerts, reminders etc. • As the rule of thumb: most of the tasks which are redundant, there should be some way for CRM to help you out in this.
- 12. 10. Is it scalable? • You are growing, how well will your CRM grow? • It is a pain to do the whole process again. Right • Admin access/privileges, cost to scale.
- 13. 11. Can you move out of it, should you decide to? • Let’s face it, your company might take a big turn or even grow much bigger than you ever imagined. • How easy it is for you to move to another CRM – to export data into a new system?
- 14. https://vibeapp.co/ hello@vibeapp.co @hellovibe fb.com/hellovibe Vibe helps you to append and update each CRM record pertaining to a contact. Integrate once and forget.