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Which CRM system? Choosing the best CRM solution for your organisation
Selecting the software to automate your sales and marketing functions can be a very time consuming and difficult task. To do the job right you will need to examine each package that you evaluate on a large number of criteria including…
- Functionality: Will this program allow me to capture and manage all the client/prospect information that we need, in the manner and format that we need?
- Performance: Does this software allow us to find and work with information in a timely manner? This is especially important in tele-marketing and customer service functions. How is the performance effected as the amount of clients and associated information grows? Is the speed going to bog down?
- Reliability: Just how reliable is the software that we are about to entrust our customer information to?
- Scalability: As our requirements grow and evolve - will this software grow and evolve with them or will we start hitting walls?
- Security: Can we implement security to restrict access to sensitive data or certain functionality?
- Technology: What platforms will the software support? Windows 98, 2000, XP, Novell Netware, Client/Server, Web/Internet, Citrix, etc. Will it work in a mixed environment or do we have to conform?
- Intra-operability: Can this software integrate with our existing applications such as our accounting/ERP system, Microsoft Office, etc.?
- Reporting: Can we get reports that allow us to better understand the data we are collecting?
- Useability: Is it easy to use? Will our people see value in the system and use it?
This is just a small insight into the selection criteria that should be examined. Choosing the right software for your organisation is only the first step! Once you have decided which system you will be installing to automate your sales, marketing and customer management activities there are a large number of issues that will confront you. These include:
- How do we optimise the system to best handle my unique requirements?
- How do we best introduce this system into our organisation?
- How do we integrate the CRM system with our existing accounting system, and other applications?
- How do we distribute, share and synchronise the latest customer information to the relevant people in the organisation, be they sales reps on the road, or customer service people in an interstate office?
- How do we allow our staff and users to fully exploit the power of this technology with a minimum of fuss, expense and learning time?
You have to decide how you will go about implementing the system and addressing the various issues as raised above. Adexio has the solution you are looking for… When you engage the services of Adexio to assist you with installation, configuration, training and all the other issues that will arise, you immediately benefit from the experience and expertise that has been built up over many years across a large number of industries and organisations.
Why should we get Adexio involved?
The automation of your sales and marketing activities is one of the most important events that you will undertake in your business, and to be blunt… you’ve got too much at stake to risk the possibility of things going wrong. Adexio will help you steer clear of the sales automation minefield and “maximise” your return on investment.
