A thoroughbred CRM Consultant will ask you a number of questions before suggesting the best CRM that would suit your organization. From your organizations perspective, you may start documenting your requirements.
- List down the features that you cannot live without [Must Haves or Mandatory]. These are the core problems you are trying to solve.
- Then list down the Should Have category of requirements. These are High Priority items.
- Then list down the Nice to Have features. These are low priority items. These may become the deal clincher if all other things remain same with your final list of vendors.
- Then list down the features you are NOT interested in right now.
- Skills required for implementing such a solution. Is it available in-house or have to be hired ? Skills availability and/or training duration to get up to speed.
- Duration of the implementation cycle.
- Total Cost of Ownership including License Costs/SAAS Subscription Costs, Integration Tools Cost, Implementation Costs, Training Costs and Support/AMC Costs.
- Feature upgrades: Frequency, impact on business.
- Ease of use.
- Adoption Rates.
- Customer References, Industry Case Studies, Reviews.
- Road map, Profitability, Financial Standing of the vendor.
For Q1 2015, GetApp ranked Pipeliner Sales CRM as No.1 in the overall ranking. Feature-wise [User reviews, Integrations, Mobile App, Media Presence, Security] ranking [out of 20] is also listed above.
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