Select the right CRM system
Why a CRM selection is needed
Choosing the right technology is crucial for the success of your CRM (Customer Relationship Management). An inadequate CRM system selection often leads to inefficient processes, higher costs, and low user acceptance. Therefore, we support you with a structured, vendor-independent approach to select the optimal CRM system tailored to your business strategy and processes.
What is a CRM selection?
A CRM selection involves analyzing your CRM requirements, evaluating various CRM solutions, and deciding on the optimal system. Criteria such as functionality, price, scalability, integration efforts, training, and operating models are considered. The market for professional CRM software is extensive and complex – a systematic, standardized selection process helps you find the right provide.
Typical challenges in CRM selection:
How to objectively compare different CRM providers?
The market for professional CRM software is diverse, with numerous solutions focusing on different aspects. We utilize our extensive expertise and structured evaluation methods to objectively compare suitable providers, providing you with a transparent decision-making basis for your new CRM system.
Which criteria are crucial for selecting a CRM system?
Every company has unique requirements for a CRM system, depending on company size, industry, and existing IT architecture. We collaboratively develop a tailored requirement catalog and use proven requirement formulations to identify the suitable CRM software for your company.
How to ensure seamless integration of the new CRM system into the existing IT architecture?
A CRM system must not only be functionally convincing but also integrate smoothly into your IT landscape. Therefore, during the requirement gathering phase, we also capture non-functional requirements to ensure seamless integration into your IT architecture.
How to avoid costly misinvestments in a CRM system?
Poor decisions often lead to high follow-up costs due to extensive adjustments or even complete system changes. We minimize this risk through thorough requirement gathering and comprehensive evaluation of suitable software providers, ensuring a well-founded decision-making basis for a future-proof CRM selection.
How to ensure employees will actually use the selected CRM system?
A new CRM system only realizes its full potential if it is accepted and actively used by employees in daily operations. Therefore, we involve all relevant stakeholders early in the selection process to ensure high acceptance of the selected CRM system.
Our approach for your CRM selection
CRM requirements definition
Systematic gathering, recording, and prioritization of your requirements
CRM vendor list
Creation of a market overview of potentially suitable providers for your new CRM system and narrowing down to a shortlist
CRM tendering
Preparation of tender documents, including a comprehensive requirement catalog, followed by distribution of the documents and communication with providers.
Proof of concept
Organization of demo presentations by selected providers with subsequent evaluation
Decision template
Preparation of a decision template for the final selection of a CRM system
Your added values – the result of our consulting:
Select your CRM with us!
Let’s discuss your CRM selection personally. Simply fill out the form, and we will get back to you!