- What is driving your need to make this kind of investment?
- What are the business outcome deliverables you expect?
- What are the risks that you may anticipate?
I will address these questions in three separate posts, so keep in touch.
Starting with question 1: What is driving your need to make this kind of investment?
For most companies, a CRM investment decision often includes their needs to:
- Capture additional sales from all channels
- Build sales that represent improved profits
- Gain a larger market share
- Provide best customer service
- Win a strong competitive advantage
- Align sales and marketing teams
- Improve lead generation efforts and results
- Track and manage all sales from conception through retention
Think about what is driving your needs. CRM history has shown that a solid CRM, with a proven provider and a well-planned implementation strategy based upon your sales and marketing processes, will fulfill your needs and pay for itself over and over.
I will address question 2 in our next post.