Besides the functionality your business needs

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High-level systems are usually those that have experience in implementation, their own development history, and responsibility for quality. Serious suppliers, unlike newcomers, will not change their profile: they worked for a couple of months in B2B, the business did not go well, they closed, then decided to earn money again, but in B2C, opened a barbershop or changed their mind and opened a bitcoin mining farm. In short, such entrepreneurship does not inspire confidence.

What else is worth considering when choosing a CRM system:

Ability to scale. Business is never static, it expands or closes some areas, changes the number of employees, etc. The CRM system should easily adapt to these changes: new departments and personnel should be automated as soon as possible. Moreover, scaling should not be painful for the company's budget (some vendors inflate prices for CRM systems for large teams, although logically it should be the other way around: the more licenses, the cheaper each of them).

Technical support . It is mandatory for the vendor pastors in the us email list or its partner. Carefully study the contract: what exactly is included in technical support (it happens that the client is obliged to buy a support package). Usually the following options are offered: minimal support without payment and a priority paid support package. It is up to you to decide what to choose. You can purchase support for a year, and after the expiration of the term, turn to the services of a trained internal expert (of course, you will also have to pay him).

Integration and management . Implementation and configuration of the CRM system should provide for data exchange and the ability to integrate with all services used by domestic companies (mail, 1C, online consultant on the website, telephony, combined with a virtual PBX or autonomous, etc.), and the combination and management should be flexible.

Frequency and type of updates . Everyone knows that quality software needs to be updated. Ask the vendor how often this will happen and according to what model: rolling out new versions should not create problems in the company's work.

Nuances of system requirements . As a rule, the programs themselves are subject to mostly standard system requirements and do not need any special hardware. But there are cases when a CRM system requires, for example, a paid SQL Server or some special DBMS that consumes a lot of resources. Then the client bears the costs of paying for all additional resources.

Pricing and delivery model . Let us recall what options there are for CRM delivery: SaaS model (rent with monthly payments, like for mobile communications), installment plan and on promise, when licenses are bought out, payment is made once.