Are You in the Market of Buying CRM Software? It’s Time for Some Internal Reflection

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A purchase of CRM software is an exciting and valuable investment in the success of your company; that is all the more reason you need a solution that fits your needs. While researching CRM software, you need to take into consideration two important ideals: 1. Know yourself and 2. Know your requirements.

Purchasing CRM software is slightly different than other IT investments in that it will most likely affect every department within your organization; at least it should. CRM is a way to connect your office so you can better serve your customers. Because of this extended internal reach, it’s extremely important you conduct some internal reflection:

  1. Define your current sales process: Don’t be surprised if you don’t actually have one. Many companies struggle with defining what they do when leads come in. The sales process is an area that CRM will help you grow, but if you do have a process in place, you should document it so that CRM doesn’t throw everything off kilter once implemented.
  2. Know exactly what the CEO and CFO expect in terms of reporting: Having internal insight is a huge benefit of CRM software, but not knowing how to properly utilize this to your company’s benefit is a shame. Building custom reports and dashboards in CRM software such as Microsoft Dynamics® CRM is easy to do, but you have to first make sure the right information gets to the right people. Do your research, and make good notes to ensure this important functionality doesn’t get missed.

Software evaluation and implementation is a great time to look internally to see what is currently there and what could possibly be changed to better the company’s future success. It’s an important time to understand your company and know what you need to succeed, so take your time, evaluate, ask questions, and most importantly, choose a software provider you can trust to take you through the steps. If you have additional questions about purchasing or implementing CRM software, please contact us at Sherwood Systems.


By Sherwood Systems – Arizona Microsoft Dynamics CRM Partner

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