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Access to features/Benefits:

Typically it’s a best advice for you to create a list of Benefits and categorised them into core need and requirements that you wish to have for your transformation. Once you’ve categorized each of the benefits and features that you’re seeking to find, you’ll know the absolutely needs for your business, which any vendor must have in order for them to even be considered, as well as the wants for your business, which help distinguish the vendors that already have the basic needs you’re looking for.With these two lists of items, you’ll be well on your way to narrowing down vendors and picking a software partner correctly.

Prepare a budget:

A major part in the decision-making process is the budget that you’re willing to spend on a CRM implementation. A budget is incredibly important and necessary. However, some people hold the cost of an implementation as the utmost priority and only focus on the price tag. If you’re guilty of this, you need to reconsider why you’re looking for a new software solution in the first place.

Cost should never be the top priority when you’re making a major software decision. The results and benefits that your business will receive should always be held in top priority, with cost as a major consideration. And be sure to discuss as openly as possible with your chosen CRM vendor about your expectations in terms of a financial investment.

Communicate with your vendor:

Misunderstanding between the vendor and the customer can prove to be a problem and can create hassle. From there, both you and the vendor need to hold open lines of communication in order for the implementation to go smoothly and for all expectations to be out in the open.


So, the first phase of the software implementation has been completed. Now’s a great time to consider what you need customized further to fit your business’s unique demands, any additional users that you think should be added to the program, where you see the system evolving in the near future, and any feedback regarding what you think should be different or customized. This helps the vendor know next steps and gives you a chance to listen to the feedback from your users (as well as any concerns or challenges that they’re facing).


In addition to customizations, you need to think about integrations. Do you already have an enterprise resource planning (ERP) solution in place? What about Inuit QuickBooks or a marketing automation platform? Tell the vendor about all of the necessary integrations that you’re considering for your business processes to run as smoothly as possible. Remember, the less siloed a business, the better it functions.

Trickle-down implementation:

At the end of the day, an implementation is truly a success only when there’s total buy in from upper levels of management. When management is involved in the process, there’s a sense of importance and commitment that lower-level employees and users feel toward the system. Bring your management into the process in the beginning, encourage them to weigh in throughout the process, and you’ll be in a much better place when implementing the new solution and beyond.

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