Define basic criteria for selecting a CRM

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3.
Using the information you have obtained earlier, decide what criteria your CRM system must meet and what will not be critical.


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As practice shows, the following are among the fundamental criteria:

integration with existing systems: telephony, e-mail, ERP systems, the required version of accounting software;
convenience and ease of use. We recommend choosing an intuitive CRM that has a knowledge base that can provide answers to frequently asked questions and suggest how to set up the necessary processes;
functionality. Namely, what opportunities are provided for effective management of the client base and transactions;
analytics and reporting. To collect data, evaluate iceland consumer email list the information received and fully manage processes.
If the CRM under consideration does not allow you to set up the analytics you need in your case and generate template and individual reports based on employee KPIs, then you should move on to another “candidate”.

For example:

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Image from the author's archive

So, let's imagine that you have completed all 3 steps: you have a pool of requirements for the CRM system in your hands.

After that, it remains to choose the appropriate one. Let's assume that this is also done.

The period of system implementation is coming. To increase the success of the procedure, you need to "sell" the CRM to employees.

We'll tell you how below.