Services

CRM Selection

Choosing a CRM system can be a daunting task. How do companies select a CRM application? The scary fact is that most CRM systems are chosen based on the software vendors and service providers' ability to market and sell 'their' solution. Most vendors/providers will often ask questions that slant the choice in their favor.

At TAI, we believe in being agnostic when choosing a CRM application. We don't necessarily have a preference for which application is used as long as it meets your needs appropriately.

Believe it or not, all CRM applications accomplish 75% of the same tasks, such as consolidating data, tracking contacts, calendaring and tracking opportunities. Each CRM application however, has a certain way that tasks are done. The actual steps of accomplishing tasks are important based on different factors such as:

  • What information needs to be gathered
  • How the information is input
  • Where the users are located
  • How sophisticated the users are

Which CRM is right for you? It is likely that one CRM application may suit your objectives better than another; however, don't leave it to the marketing prowess of others to determine what is best for your company. All CRM applications can be customized to some degree, but some are made for minor customizations and some are made for intense customizations. Implementing a successful CRM has less to do with which technology is chosen and more to do with how it is designed and implemented specifically to meet the needs of your company.

TAI specializes in CRM and as such, we can help you understand your business objectives and issues first and foremost. Then, and only then, should the selection process take place. If you don't understand the requirements necessary to accomplish your objectives, the likelihood of failure is great according to the Top Reasons that CRM Implementations Fail.

Let TAI help you weather the arduous task of choosing the CRM system that will best meet your needs and ensure a successful CRM implementation the first time.

 

TAI Selection Process

  1. Define high level business requirements
  2. Rank business requirements and weight value against each other
  3. Review CRM solutions against weighted requirements
  4. Identify which meet your needs
  5. Narrow to 1-3 vendors
  6. Present structured 'apples to apples' demos
  7. Guide the evaluation process
  8. Help Select solution