How to choose a crm

9
How to choose a CRM and be successful at it…

Transcript of How to choose a crm

Page 1: How to choose a crm

How to

choose a

CRMand be successful at it…

Page 2: How to choose a crm

In need of a CRM?

Follow our 5 easy steps

Yes, enjoy!

Page 3: How to choose a crm

5 easy steps

To CRM success!

Pick t

he ri

ght t

eam

Defin

e you

r goa

ls

and

feat

ures

Revie

w yo

ur pr

oces

ses

Enga

ge w

ith C

RM

vend

ors

Use

exte

rnal

know

ledg

e

Page 4: How to choose a crm

Step 1: Pick the right team

Choose people that have time, competence and motivation to lead this project

People matter most

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Step 2: Review your business processes

What slows down your team and makes them unhappy? This project is the perfect opportunity to address this by reviewing your business processes

Because you care

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Step 3: Define your goals and features

Clearly defining your goals and the features your require is pivotal to picking the relevant technology partner

Target well

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Step 4: Engage with CRM vendors Tell them what you need.See how they can deliver on it now (not what they promise in the future).

Nothing else

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Contact us

Damien Ducourty22 Hanover SquareLondon, W1S 1JP

Tel: +44 20 3289 [email protected]