JoshSweeney

Factors for Choosing a CRM

As a SugarCRM consultant ( for SugarCRM partners ) and avid Twitter user I find that there is a common question that all companies ask when looking for a CRM. That question is, what CRM is right for my company?

Being a SugarCRM consultant I would love to tell you that you should pick SugarCRM every time but that is just not the case.  Each CRM on the market has many similarities and differences that should be thoroughly assessed before choosing. Below are a points that need to be taken into consideration before making a decision. They are in no particular order.

Determine your budget:

Analyzing your budget will quickly knock out many vendors. If your company has less than 20 employees and a low CRM budget then you can probably dismiss going with certain solutions.

Look at vendor minimums:

Some vendors have minimums on the number of seats that have to be purchased for certain solutions or product features levels. It is important to cross check the number of seats your are purchasing with the product feature level that your company needs.

On-Site or Off-Site:

Determining if your CRM will be hosted on or off site is a very important factor for both budgeting reasons and in planning for the future. Keep in mind that on-site does not have to actually mean at your physical location, it simply means that you have access to the software and can install it wherever you like.

Certain CRM vendors are Saas only solutions which means that if they don’t have a robust API then you could have trouble doing any integrations or automation in the future.

Some vendors offer both deployment options but their on-demand ( Saas ) option is crippled and doesn’t provide root level access to make changes. For you this means that you need to ask about access permissions and module loading permissions when making an on-site, on-demand decision.

Technical Ability:

Whether or not you have a full time technical resource can be a big factor in choosing a CRM. Having a technical resource to correct issues and implement light or even heavy customizations means that you have the potential to fully leverage your purchase.

If you don’t have a technical resource then looking at a more basic Saas CRM solution may be a better choice. Another opiton is to hire consultants that can provide these services if your budget allows.

Integrations:

Integrations into other systems enable CRM software to automate processes saving precious time and money. However, if you do not have the budget or are not planning an integration for the foreseeable future then your company may be able to pick a less expensive CRM option.

There is myriad of other questions that I ask when helping a customer choose a CRM package that is right for them. The goal is to take all possible factors into account before choosing, do your research, and when possible run pilot programs before going with a solution.