Understanding Fundamental CRM Concepts- Learn and understand the jargon that comes with CRM. If vendors cannot explain their functionality in plain English, they do not understand their own product. Don’t buy it.

 Visualize the appropriate CRM Solution for your organization – Have your organizations top executives to sit down with IT representatives and brainstorm the ultimate CRM Solution.

 Learn about the benefits of CRM Integration-Learn about exactly what CRM integration should do for your company and evaluate whether or not you need it to solve your business problems

Set a realistic time frame for your goals and objectives – Once an organization understands what business problems can be solved by a CRM solution, they should communicate those problems to vendors and know what you can expect from the technology.

Create a way to measure CRM progress- Formulate a metrics that shows you are moving in the right direction.

Slow and Steady Wins the Race- Once a CRM solution is in place, introduce the system slowly in order to allow internal staff the time to digest the changes that a CRM system brings about.

Reference:

McAdams, Jennifer.(2008).10 Steps to Getting the CRM Solution You Need. Retrieved October 21, 2009, from http://www.insidecrm.com/features/crm-solution-you-need-010908/

Article by Dave Malda

Dave is the Sales Manager and Marketing Coordinator at eBridge.

CRM Integration, Integration, Integration as a Service, Technology Corner, eBRIDGE Blog CRM, CRM connections, CRM Integration, Integration