Download - How to choose a crm
How to
choose a
CRMand be successful at it…
In need of a CRM?
Follow our 5 easy steps
Yes, enjoy!
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
Step 1: Pick the right team
Choose people that have time, competence and motivation to lead this project
People matter most
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
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
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
Step 5: Use external knowledge
At Orouge we take care of all the above to make it easier for you to succeed
Follow this link to get an exclusive offerfree 2 hours consulting in October!
Let us do that.