A good CRM system plays a pivotal role for any enterprise, especially for To B business enterprises. Regardless of the size of the enterprise, a "correct" CRM system can help the enterprise continue to remain competitive and make the enterprise's performance more effective. So, what is the "right" CRM system? It is a system tailored according to the enterprise's own business, which can help the enterprise solve the two most important aspects: Efficiency: Improve the efficiency of sales work and improve the efficiency of quick decision-making Save money: find high-quality customers who can quickly bring benefits and reduce more ineffective labor costs However, in reality, choosing a "correct" CRM is not easy, not only because there are many.
CRM solution providers on the phone number list market to choose from, but also companies must consider deployment methods, software customization capabilities, pre and post costs, Factors such as scalability and business value. For so many years in the business, I have seen too many cases where companies fail to deploy CRM. The most common reasons for failure are: Too much consideration of the price of the software instead of ROI Just look at how many functions the CRM software provides, instead of focusing on your real business needs and business scenarios. It is strongly recommended that companies ask themselves the following questions before starting to evaluate CRM software, and it is not too late to make a decision: What is the least efficient process in our business.
What do we hope to improve with the CRM system? What operational processes and workflows are we missing and what do we need to add to the CRM system? What is our procurement budget? What is the range of subsequent annual expenditures that need to be controlled? Which roles in our company will use CRM? How many users are needed? What software do we want our CRM to integrate with our current systems? Here, we provide you with 5 main factors that companies need to consider when choosing a CRM: 1. Choose the appropriate deployment method At present, there are mainly two deployment methods that domestic suppliers can provide: Saas cloud mode and local deployment. Solution using the saas cloud model: Enterprises do not need to build their own servers and databases, or hire professional technicians. All information and data are stored on.