Investing in CRM

As we approach a new year, many of us are planning our budgets and setting goals for the coming year.  This is a great time to evaluate CRM for your organization.

There are several important considerations when including a CRM initiative in your budget plan.

·         First, do you have a clear picture of your goals for the system? 

·         Do you have legacy data from another source which will need to be incorporated into the new system?

·         Will you choose an on-premise system requiring internal personnel and hardware resources or will you opt for a cloud-based system?

·         What are the unique needs of your organization which will need to be addressed with your CRM system?

·         How can you ensure user adoption of the new system?

·         How do you keep the system running smoothly and manage support issues?

Answers to the above questions can help in determining the scope of your CRM initiative.  Once you are able to pinpoint these areas, you can obtain an accurate proposal for your CRM investment and budget accordingly.  Start the new year on the right foot with a system which helps your sales team stay on target, keeps your customer service department in touch with your clients and sparks new initiatives for the marketing department — a great return on your investment.

If you have questions or would like information about including CRM in your budget, please contact us at info@toplineresults.com.