Dig Deep And Ask Potential CRM Partners These 9 Questions

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Searching for the right CRM partner can be scary, but it IS possible to find a good fit for your company. By digging deep and asking the right questions, you can find a partner that will bring your company the seamless implementation that you’ve been hoping for.

We asked 18 industry experts for their insights and ideas to give you a list of 9 questions to ask your potential CRM partner. These questions are often overlooked but can be the key to finding the perfect partner for your company.

Here are a few examples:

1. How will you assign people to our project?

Project success isn’t determined by the sales team, but by the delivery team. So ask your partner who will actually be implementing the project. Look at their resumes and meet them to determine if they have the expertise as well as the people skills needed to make this project a success.

2. What makes your firm more qualified than the competitor?

The answer to this question will reveal how well they know your company. A qualified partner will assure you not only of their knowledge of the software but of how that software is going to benefit your specific company. Your partner should be ready to tell you why they believe they can bring the most value to your organization.

3. How do you handle customizations?

If your partner has deep experience in your industry, they will be familiar with the strengths and weaknesses of the CRM system for your business. To be a good fit for you, they should be ready to talk about the potential for customizations and how you will work together to find the best solution.

4. How often do you go over budget on implementations?

The right partner should be able to tell you how often their projects go over budget and what processes they have in place when it does happen. From the outset, they should have a well-documented implementation process that clearly lays out how the project will be managed.

5. How does the size of your organization influence your services?

The size of the organization makes a difference. A larger firm may have a wider breadth of consulting resources to draw from. A smaller, local or industry-focused professional team, may provide more “personalized” service. There are several questions you can ask to find a partner that can deliver on your expectations.

Want to know the other 4 questions to ask PLUS a bonus section of “9 warning signs to send you running”? Download the full eBook “9 Questions Nobody Asks Their CRM Partner...But Should” at https://www.crmsoftwareblog.com/9Questions

Then check our directory of Microsoft Dynamics 365 Partners specializing in CRM to find the right partner to start the conversation.

By CRM Blog Writer, www.crmsoftwareblog.com

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