This is the most important aspect when investing not only your money but your time into in a new software solution. Why not make it this process easier by highlight your main software requirements by completing a needs assessment.
Establish a core team of individuals from all different areas of your business, including a project manager, to oversee and manage the whole process. By having people from different areas you can get a solution that is best for your business and not just one department.
Just some of the question include:
- Analysis of our current process and highlight which ones are working, which are not, why?
- What is it about our current system that is most frustrating or troublesome?
- Do we need online CRM, on premise CRM or a combination?
- How many system users will we have?
- What features, and key fields will do we need?
- What reporting capabilities will we need?
- When do we need the CRM?
- What is our budget?
Click here for more information on CRM need assessments
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