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Step 2: Select a CRM Implementation Partner

Written By: Cliff Ford on October 16, 2013 800 Comments


CRM Comparison-Step 2-Select an Implementation Partner

STEP TWO of every CRM Evaluation is to select the right CRM implementation partner.

We won’t bore you with the obvious details of due diligence. Instead, we offer a few “tricks of the trade” that will hopefully divide the sheep from the goats.

CRM Due Diligence within your CRM Implementation

First, check out the partner’s website. If it looks simple and clear, then the odds are high that your future CRM design will also be simple. But if the site is convoluted and unclear, watch out!

Research the References and Rollouts

Secondly, research their references and past implementations. If possible, take a look at some previous database designs. This should give you a good feel for the clarity and simplicity they build in to their design. This is another fantastic indicator of what you can expect.

Most Important: The Focus should be on you rather than their CRM Software

Thirdly, make sure they are interested in your business and your business processes! Watch out if they are more interested in showing you their features and their product – in contrast to grasping your business and your priorities. Let them lead you through the meetings you have. Stop talking, and start listening to how they conduct the initial meetings. Are they asking good questions? Or are they making assumptions that they already understand your business and your processes? Are they taking the time to “get” you and your goals? How ever they treat you at the beginning will likely describe what you can expect for the entire term of the relationship. True CRM Experts will make sure that the focus is on you rather than their own “fantastic” software.

Free CRM Vendor Selection Paper

To download our complete checklist of criteria, click here.

About the author

Cliff Ford Author: Cliff Ford. CRM Solution Comparison has provided CRM cloud software reviews and evaluations for several years. Our staff of CRM certified partners implements, tests and uses the various systems discussed within this blog. We have created a number of excellent CRM comparison and evaluation tools that we provide our readers. Google

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