CRM Selection – Mistakes and Errors to Avoid
CRM Selection Criteria -Mistakes to Avoid
When a business grows, it is fairly inevitable that it will need to begin using Customer Relationship Management software. This may not happen instantly, but will develop over time, when the business begins to identify pitfalls in the present way they are managing their business. CRM software can streamline processes within a business with more accurate measurement, therefore providing a more accurate level of management. there are a number of errors and mistakes to avoid.
CRM Selection Process – Dont get frustrated with selection errors!
With there being an estimated 800 CRM solutions available on the market, many business owners can become quite overwhelmed with the potential mistakes and selection errors that are presented to them, that their decision can become frustrated and wrong choices are made. There are definitely CRM selection mistakes to avoid and these can be followed very closely.
With this spreadsheet tool, you will be able to avoid a number of potential mistakes – by comparing the features of the major CRM systems.
You will be able to evaluate the following CRM business software systems: Microsoft Dynamics CRM, Infusion, Goldmine, Saleslogix, and more…
CRM Selection topics include: Features, Price, Available Entities, Network Platforms, and more…
You will be able to view the pluses and minuses of these CRM solutions side by side – and compare the strengths and weaknesses of these various CRM systems. This tool was created by CRM experts – and is now available to our readers.
Using this Excel spreadsheet tool, you will be empowered to sidestep the mistakes that many make – by recognizing the chief differences between almost 10 of the top CRM systems, including Sage SalesLogix, Microsoft Dynamics CRM, Pivotal, GoldMine, Sage ACT! and more.
CRM Evaluation list:
- CRM Features list
- Details (Call Center, Quoting, E-commerce, Lead Management, Security, Workflow, and much more).
- Modules (e.g. SFA, Marketing, Service, etc)
- Hardware (Microsoft, Linux, etc…)
- Pricing (Licensing, etc..)
- Industry/SIC/NAICS information