List of Activities for Selecting Right CRM Consulting Company

Challenges to developing 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,

• Lack of proper planning and understanding business process to match CRM
• CRM project not finished on time
• A lot of Back and forth in the development
• The expectation of each stakeholder didn’t match

Activity#1: Define your Goal and business process:

• Define your Goal on why you need CRM and what you wanted to achieve from CRM.
• This is a very important tip every CRM customer must have to follow, do not keep ball unturned to you when you define your business process for implementation of CRM.
• Create a Detailed business process that will be understood correctly by CRM consultants. This is a very important aspect when you’re outsourcing.

Activity#2: Expedia your CRM requirement:

Draft detail “Requirement document” which covers all your Low-Level CRM requirement with covers following,

• The requirement of CRM for Sales/Marketing team
• The requirement of CRM for Operation team
• The requirement of CRM for Support team
• Hierarchy level of each team member (This is very important)
• Detailed of notification/alerts at various stage
• Workflow automation(Important) feature requirement

Activity#3: Stakeholder consultation:

Stakeholder consultation is very important for the implementation of robust CRM for your company in the long term.

• As per my experience, I found that there is a lot of difference between each department of the company in various business processes.
  e.g. Sales and marketing team were not aligned properly so whatever results achieved from marketing weren’t properly passed on to the sales team in terms of transferring qualified leads from the marketing team to the sales team.
• Reduce communication gap between each stakeholder of CRM

Activity#4: Define a consulting company or experts criteria:

• Find a skilled consulting company in CRM with Proven track records in CRM.
• Review their social media profile like LinkedIn, Twitter or Facebook to get customer’s reviews.
• Review their social media profile like LinkedIn, Twitter or Facebook to get customer’s reviews.
• Review their customer’s feedback or testimonials and case studies of previous work
• Create a Detailed business process that will be understood correctly by CRM consultants. This is a very important aspect when you’re outsourcing.
• Setup Small POC (Proof of concept) for experienced CRM Consultants to make sure about Delivery/Consistency and understanding business requirements.
• Working with partners who have experience in the implementation of complete CRM solutions for almost all major industries verticals.

For any further information/query regarding Technology, please email us at sales@varianceinfotech.com