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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 
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Three Initial Questions To Ask When Selecting a CRM Solution

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With over 800 CRM software vendors, choosing a CRM solution can seem a bit overwhelming. But thankfully there are steps, considerations, and questions that can help you break down the selection phase and pinpoint the right solution for you.

At first, you will want to look at your company to evaluate where you begin in the CRM selection process. Here are some important questions to ask:

  1. What is your company size? If you’re a small to mid-sized business, you may want to look at entry level software or online subscriptions of CRM. If you’re a larger organization, an on-premise CRM software solution may work best for you. The size of your company can determine a lot when narrowing down your search.
  2. Do you have specialized needs for sales and marketing? There are CRM solutions that don’t focus on the sales and marketing aspect of things, so if you have specialized needs, you can count those out from the beginning. Microsoft Dynamics® CRM however, connects the sales, marketing, and customer service departments with enhanced functionality.
  3. Does your company operate in a specific vertical? This can play a huge role in your software decision as some companies require industry specific software; you’ll want to make sure the CRM software you choose can seamlessly integrate with what’s in place or at least easily work with it so you can stay within your industry requirements.

Hopefully these initial questions will help you narrow your search a bit. Instead of focusing on all the solutions out there, it’s a good approach to look internally first and then research. It will make the preliminary searches go faster and you’ll ultimately implement the CRM solution that fits your business. If you run into any roadblocks along the way, feel free to contact us at Sherwood Systems for advice. We specialize in CRM software implementation that focuses on your business processes.

By Sherwood Systems – Arizona Microsoft Dynamics CRM Partner

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