数智化转型网szhzxw.cn 数字化转型1000问 在选择CRM系统/软件供应商的时候需要考虑哪些因素?

在选择CRM系统/软件供应商的时候需要考虑哪些因素?

中小企业在CRM应用上投入的年度开支总和并不比大型企业逊色,不过对大部分中小企业而言,选择到性价比高、功能实用的解决方案也不是一件轻松的任务。数字化转型网szhzxw.cn

如果你所在的中小企业正在评估CRM应用,那么建议在进行采购决策之前,应以符合公司规模与商业要求为准绳,并结合以下六大因素进行考虑。数字化转型网szhzxw.cn

一、企业需要CRM系统/软件来解决哪些问题

在开始比较各类CRM系统/软件之前,你必须先决定你需要软件含有哪些功能和特性来帮助你解决问题并实现目标。数字化转型网szhzxw.cn

二、企业实施CRM系统/软件项目的预算范围数字化转型网szhzxw.cn

许多中小企业的预算都不宽裕,因此在寻找解决方案时的重点是求取价格与功能之间的平衡。

在开始与厂商接洽之前,先判别你能负担的预算范围。只有那些能够提供你的企业所需的功能,并且报价在你预算范围内的产品厂商,才能被列入你的备选名单。不要受到销售代表的左右而去选择更高级的CRM系统/软件而导致预算大幅超支,其实很多功能你的企业未必用得到。数字化转型网szhzxw.cn

三、企业实施CRM系统/软件项目需要利用到哪些IT资源?现有IT资源能否满足实施

实施CRM系统/软件将会给你的IT团队施加多大的压力?你是否有足够的人手来执行和维护?他们是否有适当的技能,或接受过充分的培训来支持项目展开?数字化转型网szhzxw.cn

如果以上问题的答案都是否定的,那么预置型的CRM系统/软件或许就不适合你的公司。你可以转而考虑托管或按需应用型CRM,最小化IT团队所要面对的负担。数字化转型网szhzxw.cn

四、CRM系统/软件项目的供应商是否具有行业经验?行业口碑怎么样?

你所挑选的厂商是否具备你所处行业的相关合作经验?他们能否提供针对你的行业而特别设计的产品?一家能够理解你的行业背景的厂商有助于进一步结构化你的解决方案和流程,将CRM系统/软件的价值发挥到最大。数字化转型网szhzxw.cn

翻译:

The total annual spending on CRM applications by SMBS is not inferior to that of large enterprises, but for most SMBS, choosing a cost-effective and functional solution is not an easy task.

If your SME is evaluating a CRM application, it is recommended to consider the following six factors before making a purchasing decision based on the size and business requirements of the company.

What problems does the company need CRM system/software to solve

Before you start comparing different CRM systems/software, you must first decide what functions and features you need in the software to help you solve the problem and achieve your goals.

The enterprise implementation of CRM system/software project budget range of digital transformation network szhzxw.cn

Many small and medium-sized enterprises have tight budgets, so the focus when looking for solutions is to find a balance between price and functionality.

Determine what budget range you can afford before you start talking to vendors. Only those who can provide the features your business needs, and the price is within your budget should be included in your alternative list. Don’t be swayed by sales representatives to choose a more advanced CRM system/software and lead to a large budget overrun, in fact, many features your business may not use. Digital transformation network szhzxw.cn

What IT resources do companies need to use to implement CRM system/software projects? Whether existing IT resources are sufficient for implementation

How much pressure will implementing CRM systems/software put on your IT team? Do you have enough people to carry out and maintain it? Do they have the right skills or adequate training to support the project?

If the answer to any of these questions is no, then an on-premise CRM system/software may not be right for your company. Instead, consider managed or on-demand application CRM to minimize the burden on your IT team.

Does the supplier of CRM system/software project have industry experience? How is the industry reputation?

Does the vendor you choose have relevant experience in your industry? Do they offer products specifically designed for your industry? A vendor who understands your industry background can help further structure your solutions and processes to maximize the value of your CRM system/software. Digital transformation network szhzxw.cn

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