The following are some common considerations :
1) What is the main department or function of the CRM you would like to place priority and invest in - Customer Service , Marketing or Sales ?
2) Can the CRM integrate with my current systems ? Does my system have an Rest API to easily connect to the API ?
3) Does the CRM have a marketplace to integrate with allot of common apps . like Zoom , Slack , Quick books , Microsoft GP ?
3) How many customer service agents , sales representatives, sales staff since the cost is based on the number of users ?
4) How fast is your company growing ? Is the software scalable at a reasonable cost? Some CRM start low or free , but the scaling cost is a large jump in cost.
5) What is the true cost of implementation costs ? Are there any hidden implementation costs and additional addon costs to get essential features that should have been included with base plan . Example some charge for essential reports.
6) What is the cost of onboarding ? Some CRM have onboarding plans range from us $3,000 to us $15,000 depending on the plan . However, certified partners can charge less.
7) What is the time frame that you need to have it operational ? Some systems are very complicated to implement , cloud solutions are faster, easier and you recover ROI faster. .
8) Is the software easy to use , or will the software be too complicated for end users and no one will use it ?
9) is the software old technology and heavy back end software maintenance costs .
10) Does the customer service have allot of common requests for information that customers can handle by self service knowledge base ?
11) What is the volume of service calls being processed ?
12) Do you have a need to ensure the right request goes to the right person in the organization ? This can be handled automatically by email , chat and phone call customer contact.
In short , Direct Mediums Limited can help you through your CRM buyer journey and select the right one for your business. We offer a range of CRM software and after sales service for what you need at the budget you can invest.