4 Questions to Ask Your Future CRM Provider

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CRM Provider

You’d need an expert vocabulary to describe a great CRM software solution. The words effective, reliable, comprehensive, affordable, customizable, user-friendly, flexible and scalable come to mind – if you’re preparing for an interview with a potential CRM provider, you’ll certainly need all of them.

Here’s what to ask before you buy.

Does your offer include a full customer journey management?

An effective CRM tool must enable you to track a customer journey from one end to another. Ask about marketing automation, lead management features, collaboration capabilities, comprehensive sales and knowledge management, analytics and administration, and mobile apps for iOS and Android.

Can you install and maintain the system instead of us?

There’s no point in buying a system that will give you headaches even before you adopt it for use. Make sure that the provider offers professional installation and maintenance services, just as well as 24/7 technical support. Anything less will cause buyer’s remorse as soon as you try to set it all up.

How much time will it take us to adopt the system?

The installation process takes virtually no time with modern-day tools, but even the best ones require a brief implementation period. Ask about how long this period typically lasts, and what to expect in terms of user onboarding. Are your employees going to need some kind of a special training or not?

What’s the payment model and what’s included in the price?

Payment models vary from one CRM provider to another, so take your time and ask as many questions about this as you need. Beware of fine print and hidden costs, as they are nowadays a common practice among business tools vendors. Take it slow, write it all down, and insist on full transparency.

You need to acquire a new CRM system, but have no idea where to start?

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