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Customer Relationship Management (CRM) companies provide software to track, manage, and report against customers across all phases of a customer lifecycle, implement these tools, or manage customer relationships for e-retailers.
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Key Questions
- How do I tie your CRM with my existing order entry system to ensure proper linking of leads to orders, in order to evaluate the best leads?
- If I buy your CRM, do I have to use your other modules (e.g., accounting, eCommerce) in order to get the most out of your features. What degrades if I don’t?
- Do you provide the ability to post forms to the web whose content then automatically populates your system without further integration? Are those forms self-standing or can they be integrated into my website?
Access all Key Questions and
Best Practices checklists
Best Practices
- Evaluate customer management needs across multiple departments before making a final selection.
- Make sure you can positively and accurately tie leads to sales.
- Take the time to integrate with your email service.
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