In my opinion, it is rather very important to determine certain factors and position them appropriately before implementing a CRM in an organisation. I mean, organisations vary with respect to size, functions & work flow and more, with the people. And hence CRM needs differ too. I would run through these basic questions before I actually implement a CRM package.
- What is my kind of Organisation? Is it driven by sales, marketing activities or by its support functions?
- How do I assess the correctness of my CRM choice? Is it going to be determined by usability ,or accomodation of all the activites, degree of automation it facilitates in my set up, or any other factors?
- Now, Am I free to experiment and use the system effectively to suit real time needs? Does evaluation show the flexibilities, for eg., easy customisability for my needs?
- Do I have required techincal infrastructure? Also,is there technical assistance, training provided if required?
Glad that vtiger answers them all in one shot.vtiger suits different business types, its high usability and flexibilities have been its chief strenghts. Above all, it is absoultely free of costs and only support is chargeable, which is very minimal.Another great advantage is the bundled supporting software which does not require separate installation!That’s really at one shot!!!