The CRM buying process can be reduced to a set of 10 steps that will help you pare down the field of potential solutions to a few vendors. The advantage of utilizing tools for software CRM are numerous and beneficial. They provide valuable insights across the sectors of marketing, sales and support, allowing everyone to work toward common goals. In addition to these benefits they measure results so your company can improve overall performance.
STAGE ONE: Know Yourself
Step 1. Look at Your Own Business
Step 2. Pick the Right People for the Team
Step 3. Understand your Regulatory Realities
Step 4. Consider your Budget and Where to Run Your CRM
STAGE TWO: Know Your Requirements
Step 5. Integration Requirements
Step 6. Support Requirements
Step 7: Vertical Market Requirements
Step 8: Feature Requirements
Step 9: Financial Requirements
Step 10: Vendor Requirements
Click here to read in detail about the 10 steps that will make your business ready for CRM.