Is a New or Improved CRM on Your 2019 Horizon?

If you are thinking about a CRM change or upgrade in 2019, now is the time to start looking at your options. But what are the most critical things you should be looking for in your new system? We’ve put together a checklist to get you started.

CRM Selection Checklist

• Ability to store rich contact details, emails, documents, notes, history, activities, social media updates and more, all contained within the core contact record.
• Organization of similar contacts into groups and companies, enabling the delivery of targeted communication.
• Up-to-the-minute synchronization of data to ensure everyone has the latest customer information at their fingertips.
• Extensive sales and marketing features that are easy to use.
• Interactive, graphical snapshots of real-time metrics integrated into customized dashboards that give you one-glance updates of sales productivity and performance, sales pipeline health, top performing products, win/loss analysis, and whatever custom metrics are most important to each team member.
• Prioritize and track activities and meetings associated with your contacts, with the ability to turn on alert reminders that keep everyone on top of their customer commitments.
• Focus on the hottest leads with call lists ranked by level of campaign interaction, automatically connecting your sales staff with those most interested in your campaign.
• Custom tables to make sense of complex data, organize your unique business processes, and incorporate specialized industry practices.
• Preconfigured and customized report designer.
• Track probability of close, products, lead source, status, and more for every opportunity for total visibility and control of your sales pipeline.
• Flexible system deployment options to meet your technical needs: Cloud, on-premises, or hybrid options.
• Compatibility with a wide variety of common apps (such as QuickBooks, Shopify, Slack, Outlook, MS Office) as well as third-party plug-ins to extend your system’s power and reach, and to further customize the system to meet all of your needs.
• Mobile options to keep everyone on the team working and customer-connected, no matter where they are.
• Proven, trusted system with strong history and compelling, verifiable testimonials – from vendor-provided contacts as well as from your own network.
• Extensive online training, plus in-person training options and a robust certified third-party resource network.
• Expert technical support with phone, live chat, and email options.
• Manage opportunities using an out-of-the-box process or one you customize. Complete activities in each stage of the sales process to keep deals moving.

If a 2019 CRM improvement or upgrade is in your future, let’s chat! At AspenTech CRM, we’re ready to talk with you about how the CRM selection process and how you can ensure your company and team is on board from the very beginning, creating an optimal deployment that maximizes your chances for top return on investment. Schedule your free, no-obligation exploration with Marshall Knapp, our senior CRM specialist today. Just click here.

Please follow us on Twitter and Facebook for more business insights and how to leverage your CRM.

Related Articles:

Your CRM Made Simple
CRM Purpose and Stakeholder Input
CRM Selection Process Requirements