Ask The CRM Expert: Questions & Answers

How to select the right CRM system

How to select the right CRM system

By  Paul Greenberg, President, The 56 Group

SearchCRM.com

We are a software company that sells software products on our website. We need a CRM system that will gather information on our customers and their orders. We'd like a solution that has a Web-based interface for administrators, staff members and customers and a background database that contains all customer information.

Are there any particular CRM systems that you recommend?

I wouldn't recommend any CRM system without knowing a lot more information. Most CRM systems pretty much meet the criteria that you have given – either directly or with a tweak here and there. There are many, many other decisions that go into a CRM system

To continue reading for free, register below or login

Requires Membership to View

To gain access to this and all member only content, please provide the following information:

By joining SearchCRM.com you agree to receive email updates from the TechTarget network of sites, including updates on new content, magazine or event notifications, new site launches and market research surveys. Please verify all information and selections above. You may unsubscribe at any time from one or more of the services you have selected by editing your profile or unsubscribing via email.

TechTarget cares about your privacy. Read our Privacy Policy

choice – among them, do you need a CRM system? What features and functions are important to your business and how important are they, given your customer strategy and programs. What kind of workflow needs do you have? Would you prefer on-premise or on-demand CRM?

I'm sorry I can't be more specific, but the selection of a CRM system is something that typically comes at the end of the development of CRM strategies and programs and takes several days of requirement gathering (or a shorter time if the company is small) and other steps to accomplish.