What sector are you active in?
Why this is important for your CRM selection:
CRM systems are generally not developed for specific sectors. Nevertheless, it is important to take your industry into account when searching for the right software. Suppliers with experience in your industry will understand your business processes more quickly, making the CRM implementation more smoothly.
How many employees does your organisation have?
Why this is important for your CRM selection:
When making your selection, it is important to know how many employees there are and how many people will be using the CRM. As a rule of thumb: the larger the organisation, the more complex the implementation. This is not only because all users need to be trained, but also because decision-making often differs compared with smaller companies. The supplier must be able to handle longer communication lines and implementation times in larger organisations.
How many employees will be using the CRM?
Why this is important for your CRM selection:
When making your selection, it is important to know how many employees there are and how many people will be using the CRM. As a rule of thumb: the larger the organisation, the more complex the implementation. This is not only because all users need to be trained, but also because decision-making often differs compared with smaller companies. The supplier must be able to handle longer communication lines and implementation times in larger organisations.
What will you mainly use the CRM system for?
Why this is important for your CRM selection:
Every CRM solution has its strengths and weaknesses. By indicating what you want to use the system for, you will more quickly find the providers that excel in those specific areas.
Would you like to integrate the CRM system with other software?
Why this is important for your CRM selection:
Integrating the CRM with other programs can bring many benefits. Unfortunately, this is not always technically straightforward, and some suppliers are more skilled at this than others. Indicate what is important for you so that it can be taken into account in the CRM selection. If you do not have this information readily available, you can skip this question.
How much time would you like to allow for the implementation of the CRM?
Why this is important for your CRM selection:
When selecting a CRM, it is important to know how much time you want to allocate for implementation. Some suppliers offer solutions on a “plug-and-play” basis, with little to no customisation, so you can get started straight away. This is fine for smaller businesses that want to get going quickly, but less suitable if you require more complexity. The more time you allow, the more opportunity there is to prepare the organisation for a migration. If you do not have this information readily available, you can skip this question.
Why this is important for your CRM selection:
By answering these questions, you can search more precisely. If you do not know the answer to some of these questions right away, you can simply skip them.