Considerations when starting a CRM project...

When you are at the point of deciding which CRM system is best suited to your business needs, here are just a few of the questions you should be asking:

• What is the main objective we are trying to achieve?
• Who will be accessing the CRM system? (sales, marketing, finance, customer service, operations)
• Where are they based, or how will they need to access it? (ie. from home, the office or on the road).
• What is the relationship between us and our clients, b2b or b2c?
• What are the main functions you need it to be able to do? (mail and email marketing, sales management, email, link to financial systems, process management)
• Does it need to link to any other back office systems? If so what?
• How many users will need to access it now, how many in 1, 2, 3 years time? (is it a scalable product).
• How much legacy contact information do you have, where is it and what format?