Every small, medium or large enterprise company has high expectations from CRM and is very serious about the selection process for a right CRM to automate their sales, marketing and support processes.
Due to lack of technical and consulting expertise on CRM by inhouse teams, companies look at outsourcing CRM consulting partners to help them in selecting the right CRM.
Based on my experience working in CRM consulting and implementation for more than a decade, We’ve compiled a list of tips for our company to choose the right company as a consulting company for CRM. There are many CRM providers and CRM Consultants in the market but finding the correct CRM consulting companies or consultants is a tough Job.
Before elaborating activities in detail here are some of the challenges to build CRM through inhouse teams which lead companies to find experts to help them from CRM design to onboarding users on CRM with required training.
Challenges to develop Inhouse CRM:
Some company(Non-Tech company) trying to build CRM Inhouse through consultant or inhouse team without checking Prior experience in CRM face Lots of issues like,
This will ultimately bring delay in CRM implementation for the company and overall incur loss of Time and Money($$$).
Due to all of the above issues, if a company finally decides to outsource their CRM consulting work to any agency or consulting firm who is expert in CRM than following is a couple of tips from my end to help you bring a loyal, trustworthy and expert CRM consulting team onboard.
Right consulting partner was right for other CRM customers, but may not be right for your company so suggest using the following activities before choosing the right CRM consulting company.
Activity#1 : Define your Goal and business process:
Activity#2 : Expedit your CRM requirement:
Draft detail “Requirement document” which covers all your Low Level CRM requirement with covers following,
Activity#3 : Stakeholder consultation:
Stakeholder consultation is very important for implementation of robust CRM for your company for long term.