What’s most important when selecting a CRM solution?

When you are looking for a software solution to “Track your Leads, Prospects, or Manage Opportunities and Customers” what is your short-list of criteria?  What makes it important to you?  The business?

After more than 28 years in IT and software sales and marketing, I have come to the conclusion that no matter what the industry, most companies (or at least the sense I’ve received from their employees) believe their business process and model is unique.  While I do believe that there are unique elements to every business and industry, I am convinced that the fundamental factors that make up acquiring and keeping customers remains constant.  Therefore the most important factor in selecting a CRM solution is fit and adoption.

By ‘fit’ I mean does it fit your business.  Is it customizable and personalizable or does your business have to fit the CRM system?  Does it work for your industry.  Are others in your industry using the solution?

By ‘adoption’ I mean user-adoption.  The greatest software in the world won’t do anything for your business if employee won’t use it.  It has to be easy to use and add value to their work.  It can’t just provide management reports.

The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.

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