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 CRM: because Customers Really Matter      
 
How will you choose?

Armed with all the knowledge you need on your business processes, communications strategy and data flows, some natural (de)selection of applications can begin. Compare the core features of your shortlisted applications:

- license costs
- standard functionality 'out of the box'
- ease of configuration
- short training time
- scalability
- accessibility

Then review your specific requirements and understand how/if these would be delivered from each application.








What's the impact on business?

The cost of a CRM application is almost wholly governed by the requirements of the business. There is often no need for all staff to have full access.

Aim to start conservatively in size whilst the system is configured and tested. Roll out can be phased to ensure that each step is implemented successfully.

In all cases, expect to spend some budget on the development and configuration and training of your new system: any system which says it is 100% ready for use the first time you log in, with no help or configuration, is unlikely to meet your specific needs and could end up costing you more in time and effort later on.

Make sure that any consultancy includes costs for ALL initial configuration and functionality that you require, and that they give time scales and are held accountable to deliver what was agreed initially (from a specification).

Beware! Some applications can appear to be good value but have hidden additional costs for some functionality which should really be included in the core product.
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