11 top questions before you choose a crm
TRANSCRIPT
11 top questions before you choose a CRM
CRMs are amazing, but…
• 70% of CRM initiatives fail • 90% of CRM implementations fail to show
positive ROI • 75% of CRM initiatives fail substantially
impact the customer experience.
1. Why you want a new CRM?
• ‘My enterprise needs streamlining
• ‘My Sales process stinks, there gotto be a better way’
• ‘My contacts and conversations are all over the place, I want it to be at one place’
• ‘I’m scaling up my company’
2. Costs involved?
• A huge cost upfront Or SaaS model (per user per month billing)?
• What about updates – you pay separately for that?
• Does it include support cost?
3. Length of CRM implementation?
• How soon do you want your CRM to start working? Weeks or months?
• Different vendors will have different timelines – ask them
• Other Implementation costs?
4. Can it import my existing data?
• You might be on excel sheets, an accounting software or a legacy CRM. Nevertheless, the data is important for you.
• How well does your new CRM import this data?
5. Web/Mobile first - How does it work for you?
• If you ask me, without mobility, your CRM won’t work - So this is a key driver
• IOS, Android, Windows native apps? • How well Web translates to these apps? • How well does my CRM work offline?
6. Do you use other tools? How well the integration works?
• You might be using N tools. Right? • Trust me - you will use more tools in future • Your marketing automation, email
marketing tool, social media tools, document storage/versioning, invoicing.
7. Dashboard, Reports, Analytics?
• There is no point in having TBs of data if you can’t make sense out of it.
• CRMs should enable you to visualize, query and analyze the data
• Some of the most used ones include Sales funnel analysis, Forecast reports, deals won
8. Learning Curve (UI/UX) - Adoption
• Your CRM strategy would succeed only if there is 100% adoption rate.
• How intuitive is the UI of the CRM? • Manual Data Entry and Updation of Data are
two main factors hindering the adoption of CRMs
Note: Vibe(http://vibeapp.co) helps the sales people to manage their CRM beautifully by avoiding data entry and removing problem of contact updates.
9. Is it making you work even more?
• As mentioned, more manual work = Less adoption -> CRM Strategy Fail
• Some of the basic automations – Call Logging, email automation, alerts, reminders etc.
• As the rule of thumb: most of the tasks which are redundant, there should be some way for CRM to help you out in this.
10. Is it scalable?
• You are growing, how well will your CRM grow?
• It is a pain to do the whole process again. Right
• Admin access/privileges, cost to scale.
11. Can you move out of it, should you decide to?
• Let’s face it, your company might take a big turn or even grow much bigger than you ever imagined.
• How easy it is for you to move to another CRM – to export data into a new system?
https://vibeapp.co/
@hellovibe
fb.com/hellovibe
Vibe helps you to append and update each CRM record pertaining to a contact. Integrate once and forget.