How to Find Trusted CRM Suppliers & Partners: The Essential Checklist

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How to Find Trusted CRM Suppliers & Partners: The Essential ChecklistImplementing a CRM solution and the necessary add-ons marks a pivotal moment for any business, offering a chance to streamline processes and adapt to ever-changing market dynamics.

Choosing the right CRM supplier or partner should go beyond technology evaluation; it's about finding a company that aligns with your business needs, has a relevant market presence, respects applicable regulations, and doesn’t present a future risk. Let's consider all this in detail.

How to Evaluate Potential CRM Partners and Suppliers

As businesses strive to navigate the complexities of CRM implementation, it's crucial to consider the right mix of technology expertise and partnership potential. In other words, evaluating possible CRM partners and suppliers goes beyond mere technological capabilities; it involves aligning with those who truly understand your business dynamics and objectives.

  1. Look Beyond Big Brands
    Have you ever heard: “Nobody ever got fired for betting on IBM?” However, you need to keep in mind that the biggest names in the industry aren't always the best fit. The tale of IBM's past dominance serves as a reminder: what worked yesterday may not be the solution for today's evolving technology and customer demands. Investigate their current performance and relevance to your needs.
  2. Prioritize Personal Connection
    Ensure the partner is willing to connect on a human level, understanding your unique requirements, and avoiding one-size-fits-all solutions.
  3. Track Record in Your Industry
    Check their success stories, especially in your sector.
  4. Effective Communication
    They should clearly understand and articulate your business needs.
  5. Flexibility
    Evaluate their ability to tailor solutions to your specific needs.
  6. Training and Support
    Ensure they offer robust post-implementation training and support.
  7. Relevant Certifications
    Check for certifications, either generic, such as an ISO certification, or industry-specific, like Microsoft certifications.

Key Questions to Ask

Arming yourself with the right questions can unveil crucial insights about a potential CRM partner. Basically, you need to ask the right questions to make sure you get the information to support the decision. Here are some suggestions:

  1. How do you adapt your approach for different business sizes and industries?
  2. Can you share success stories similar to our business?
  3. Describe your post-implementation support and training.
  4. How do you handle data security?

Red Flags to Watch Out For

Being aware of potential red flags is also essential in your decision-making process. Look out for signs such as:

  • Lack of specific industry experience.
  • A generic approach to all customers.
  • Poor communication in the language you are comfortable with or delayed responses.
  • Unrealistic promises about deadlines or software capabilities.
  • Neglecting data security.
  • Limited support after implementation.


Remember, you are unique as a client! You deserve a partner or supplier who recognizes and values your uniqueness, and for that, you will need to consider several possible CRM partners or suppliers and analyze them thoroughly.

Keep in mind that a successful relationship in the software industry requires a blend of technical prowess and a deep understanding of your specific business needs, ensuring a solution that brings long-term value and adaptability. By adhering to these guidelines, you are well on your way to finding a CRM supplier or partner who can genuinely enhance and elevate your business processes.


Ana Neto - Connecting Software - author of the article on Dynamics 365 integration with SharePoint

By Ana NetoConnecting Software.

Connecting Software creates integration and synchronization software. We have been on the market for nearly two decades. We operate globally and we are also a proud “Top Member” and "Top Blogger" at CRMSoftwareBlog.

Top member 2022- Guide | Dynamics 365 Document ManagementTop member 2022- Guide | Dynamics 365 Document ManagementTop Blogger 2021 - CRM Software Blog - Dynamics 365 integration with SharePoint articleTop Member 2020 - CRM Software Blog - Dynamics 365 integration with SharePoint articleTop Blogger 2020 - CRM Software Blog - Dynamics 365 integration with SharePoint articleTop Member 2019 - CRM Software Blog - Dynamics 365 integration with SharePoint article




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