How to Compare CRM Systems
With the number of customer relationship management (CRM) systems available, comparing systems can be complex. However, if you start with what your needs are for a CRM tool, comparing systems becomes a manageable task, especially with input from several departments.
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List All Features Needed
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Make a list of all the features a CRM system will have to have to meet your organization's needs. Sales team may require a simple lead-tracking tool, marketing may need email messaging and IT may need a tool that needs less support than existing tools. Chart all needs and rate them by importance.
Determine Pricing and Features
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Compare the features needed with the different pricing levels offered by CRM system vendors. Eliminate any features that are not necessary, since adding extra features bumps up costs. Factor in any discounts that may apply, such as nonprofit discounts and new customer offers.
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Determine Ease of Implementation
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Factor in how easy it will be to implement each CRM system you are considering. A tool that some of your staffers have experience with will be simpler to implement than one that will require extensive training. The cost of lost time due to training needs to be added in to the overall cost of the implementation, so you may find that the least expensive tool is not cost-effective if your staff can hit the ground running with a more popular system.
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References
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