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5 Questions to Ask Yourself Before You Invest in a CRM

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Customer Relationship Management is all about maintaining good relationships with your customers. So, If you’re planning to expand your business or you have a large customer database already with a sales staff in place then you would definitely need a CRM system. But before considering investing in a CRM system, you must ask yourself 5 big questions.

1. What are your Future Plans?

This will help your organization analyze and maintain your business long-term and short-term objectives. 

CRM would:

  • Help you provide better services to the customers.
  • Help you with data retention.
  • Help your employees manage their work more efficiently and in an organized manner.

2. How much time will it take to implement?

The implementation process varies from company to company. It depends upon:

  • Size of the company
  • Customization required
  • Number of users
  • Custom integrations
  • Integration with the third party 

Your main priority should be to look for the business process flow and incorporate it with the features of CRM so that it meets our goals.

3. Does this plan integrate with my existing tool-set?

The main purpose of investing in a Customer Relationship Management tool is to ease the work of the staff. Integration with tools that automate Marketing campaigns, communicate through Social Media Platforms, synchronization with Email accounts is critical and of paramount importance. Another important aspect of CRM is data collectivity and presentation of reports. 

4. What information do I need?

Reports can play a bigger role in any software tool. You can analyze the report based on your goals and configure which report matters most for your business processes. CRM tool will provide a customized report through which we can figure out these concern –

  • Analyzing staff performance.
  • Checking up the monthly forecast per sales representative.
  • Reports providing data based on your current sales funnel.

5. Easy to use?

A CRM tool helps in building good relationships with customers. A successful implementation is only when people start using the tool and are able to input the data easily and get the output as per various necessities. And also the user-friendliness of the CRM software needs to be tested before it is implemented or even finalized. 

These things you should keep in mind before investing in a CRM system.

 If you need help with CRM customization, development, consultancy, or implementation, contact Cloud Analogy, the world’s most preferred Salesforce Silver Consulting Partner and ISV Partner.


Ajay Dubedi

CEO | Founder
Ajay Dubedi, the founder and CEO of Cloud Analogy, is a prominent Salesforce Sales, Service, and Marketing cloud Consultant with a rich expertise in handling challenging business models. Ajay has assisted and implemented solutions in industries comprising Banking, Health Care, Networking, Education, Telecommunication and Manufacturing. Ajay is globally acclaimed for his extensive experience in APEX Programming, VisualForce pages, Triggers, Workflows, Page Layouts, Roles, Profiles, Reports & Dashboards.

Hire the best Salesforce Implementation Partner. Choose Cloud Analogy, the world's most preferred Salesforce Implementation Company that provides custom CRM Implementation services.

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