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Manuel Paradis
CRM implementation
Hey, I’m thinking about implementing CRM for my business, since manual bookkeeping is no longer an option. So, are there any good options that you can recommend?
Paul Sciandra 1
Choosing the right CRM platform for your business is no easy task, it takes a lot of considerations. But there are few good options that you can start with: Salesforce, Nimble CRM (since I assume you are small to mid-size business) and Microsoft Dynamics. If you want to learn more about them and how the compare to each other I suggest you read https://www.omi.co/crm-configuration/how-to-choose-the-best-enterprise-crm-platform/. It gives quite a details and also gives you best practices and tips on successful implementation of CRM.
Sofiia Sovchenko 6
Successful CRM implementation starts with defining business goals:https://www.cleveroad.com/blog/crm-implementation/ Then, you need to set metrics and KRIs to assess the outlined CRM objectives. This will help you ensure your company goes in the right direction. It’s also critical to plan the budget to know the amount of money you can count on. Finally, the final success will depend on the experience level of the IT vendor you are going to work with.