Each system changes itself and changes the organization's processes when implemented. Regardless of the reasons, it is important to make the process minimally traumatic, since CRM works very close to money and greatly affects the overall health of the organization.
You can choose the system yourself, but it is better to entrust this task to an integrator. He knows the systems much more deeply, so he is able to take into account nuances that remain beyond the competence of users or vendor marketing.
If independent choice is important for you, use the checklist:
Define the tasks that CRM should solve;
Select a list of CRM systems for testing that turkey mobile database relate to your area of activity (or opt for a universal solution)
Read reviews about CRM systems and their implementation on Habr and VC;
If you plan to expand the basic functionality, look at the cost of modifications from integrators and the price of additional packages in the app store. Estimate the cost of ownership over a period of 1-3 years;
Take advantage of the free period and test each one according to the criteria that are important to you (functionality, flexibility of settings, access rights, statistics and reports, telephony, data storage/exchange, security, etc.). It is advisable to conduct testing with a focus group of employees - future users;
Check the work of technical support, availability of documentation and the presence of professional communities for the produc.
How to choose a replacement
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