Six Tips for Selecting the Right CRM System

Six Tips for Selecting the Right CRM System

Before deciding on a new CRM, follow these six steps to select the right CRM system that meets your requirements, enhances adoption, offers value to your users – and can provide a return on your investment.

Research estimates that up to 70% of CRM systems fail to meet expectations – and a failed CRM implementation can be extremely costly, not just in terms of the financial expense, but also because of the costs in lost time – and credibility.

Even more impactful: you don’t often get a second chance at CRM success. This means that it’s critical to select the right CRM system the first time.

The good news is CRM success is more than possible. If you simply follow a few critical steps before and during the CRM selection process, you can ensure that the system you select will help you achieve your organization’s goals, enhance adoption and provide value to your users – and deliver a return on your technology investment.

View the six steps for CRM success.

For more than 10 years, the team at?CLIENTSFirst Consulting?has been helping professional services firms and other organizations successfully select and implement?CRM?and?eMarketing?systems and improve?data quality?to maximize value, adoption and return on investment. If you need help achieving CRM Success, contact us at?404-249-9914 or?[email protected].

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