Trusted Vendor
Select the right vendor for your business - trust and a good relationship are crucial.
Every business has their own culture, and picking a vendor that matches this culture is key.
Proven Technology Competency so you are not getting bogged down with.
Ideally having industry experience in your sector - so they talk your language.
Account Management working towards your Business Goals - not ticking off functional requirements.
Functionality
Has the functionality and support for your industry.
Be this Sales, Service, Marketing, Reporting or other areas - ensure a good mix of Configuration, Customisation and Development can give you the right solution without high development costs.
Avoid reinventing the wheel!
Scalable for the Future
Think for the future, look for a CRM Platform that can support your business for 5 - 10 years.
Ensure your business is not constrained by the technology selected.
Good technology support available in your vendor or local selection of vendors.
CRM as a Partnership for ongoing Support and Account Management to best User Adoption - avoid the upfront project and poor post-implementation support.