Ask about our unique 100% satisfaction guarantee



New User

Choosing a CRM System

picture 284x190

When choosing your CRM system it is important to have a partner consultant working for your interests.

Before choosing a CRM (Customer Relationship Management) system for your business you will want to know that you are going to get a good return on your investment.

As part of this new process introduction you should determine:

  • How do you maintain a consistent customer strategy during the introduction phase.
  • Who will be your internal champion to ensure the success of your project.
  • How much training is required to bring your users up to a component level.

Whether you’re seeking a to begin your journey or looking for further expand on an existing system our consultants can assist you with the following services:

  1. Assisting you to choose the best system to integrate into your existing systems.
  2. Upgrading an existing system.
  3. Converting from an existing system.
  4. Expanding an existing system.

Each of these require different strategy. Download ACT! guidebook by Nucleus Research to get some great tips on building your CRM.

When you choose 4UCRM your consultant will work with you “one-on-one” to be that “go-to” CRM expert your business demands. Your Consultant has mastered more than 10 proven strategies that will help evolve your company to the next level. They also have the tools to help you measure the ROI of your existing systems and what you should expect with a change of systems.

Were you aware there are over 200 CRM products in today’s marketplace. Before choosing a solution for your business it is important to develop and follow a strategic plan.

Before leaping into the rollout and to achieve a 30%-40% greater chance of success some of the following will assist:

  1. What goals are you trying to achieve?
    • Higher customer retention?
    • Better response campaigns?
    • More sales reporting?
  2. Have you set yourself a budget?
    • Software
      • Software costs vary from system to system and you should allow for future upgrade costs where applicable at least for the first 2 - 3 years.
    • Implementation
      • This will vary from system to system be in house, SAS or server based.
      • Regardless of which system you choose you need to allow for some of your budget to get some external assistance in determining what will work in your business.
    • Training
      • Allow for everyone to receive some expert training? In general you should allow a min of 4 hours per user.
    • Hardware costs?
      • Do you require new hardware or upgrades to your existing systems?
  3. Are key staff involved in the decision process?
    • Having key staff involved means that there is some internal ownership of both the project and processes involved.
    • You will get an opportunity throughout the process to find the internal champion which in all IT projects means your business has a far better chance of success and moving forward at a faster rate than normal.
  4. Have you made a list of functional indicators that you want included in your project?
    • These could include:
      • Mail Merge capability
      • Remote or web access
      • Easy search capability
      • Ability to grow with your business
  5. Have you made a list of the goals you want to achieve?
    • If you are able to clearly outline the business goals you will find that you can then pinpoint the specific areas of
      • Better reporting
      • Better Sales accountability
      • Increased turnover
      • Better profitability
      • Better productivity
  6. Do you have a plan for your test and production rollouts?
    • One of the key components is to make sure that if you are testing multiple options that it is as close to what will end up being your production environment.
    • If you are using multiple vendors at this stage have you allowed in your budget for this investment of testing.
    • General recommendation here is do not just pick a vendor and rollout, do some testing first.

All of these steps are important to ensure your investment maintains a return over the long term not just in the honeymoon period. Our consultants have clients they have worked with for more than 15 years.

Helping you turn more prospects into Customers

© Copyright 2011  All rights reserved. Last Updated Tuesday, September 18, 2012
ACT Consultants - ACT Consultants Australia - ACT Support - CRM software - ACT Software - ACT Consultants United States - CRM consultants - ACT Knowledge base - Remote Support


Helping you turn more prospects into customers

Quick links

Windows Tips & Tricks
Some Windows tips to help you become more productive.

ACT! Tips & Tricks
A range of tips for ACT! users to save you time.

CRM Resources
A range of tips for selecting and making better use of your CRM system.

Articles to assist your CRM decision
These articles will assist with your CRM deployment.

Existing Clients
Our client list may be in your industry.

Find updates for your system.