Step Four: Consider The Support You Will Need
The success of a CRM solution depends as much on the people involved as it does on the technology itself.
Initial implementation can be difficult, involving, for example, the manipulation of legacy data so it can be transferred in a useable format to the new system. It is also important that users are trained on how to use the new system, and then supported so that there is a high level of take-up across the organization.
If you have this knowledge and these skills in-house, then ensure they will be available to assist with the project. If not, then be certain to add that to your list of requirements. Think too about how that external support would be best provided.
Is online support suitable for your users or will they need phone support or regular face-to-face clinics? Just as the technology on offer from vendors varies so does the precise type of implementation and support they provide.
Yes
No
We're considering it
