12 things you should do before buying a CRM system

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by Marlene Flickinger , on August 4th, 2020


Checklist:

As digitalization progresses, more and more CRM business owner database systems are appearing on the market. Are you also looking? It is important that you choose a CRM solution that meets your requirements. A CRM system that is rarely used and not very helpful will not improve your relationship management. To help you with your selection, we have listed the 12 most important things you should consider before buying a CRM.


Step 1: Define goals
Using a CRM system can help you pursue different goals. Be clear about what your goals are in advance.

Examples of this can be:

strengthen customer loyalty
acquire new customers
increase sales
clear data structures
structuring the sales process
Increase marketing effectiveness
Through a final prioritization, you know which requirements the CRM system must meet and which functions are essential for your benefit.

Step 2: Assign responsibilities
Before making a purchase decision, you should interview employees from the various departments involved and define their pain points. These are then passed on to a project manager. The task of project management of the CRM implication can easily require the resources of a full-time position.