The project to roll out a new CRM within your company is underway. You’ve secured management’s support, your discussions with the various departments have never been so productive, and your IT team is in the starting blocks. All you’re missing is the integrator! To make an informed choice and build a long-term partnership, here are a few tips...
First, if you haven’t already done so, benchmark the market! And don’t just look at the 3 integrators you know through your network or those that are geographically closest-cast the net wide! Open up your possibilities and let yourself be surprised!
Once you’ve drawn up your shortlist, hold “recruitment sessions” with each provider. Test their business expertise in CRM and in your industry specifically. Check their references, their relationship with the solution vendor, and so on. The more you know, the better.
Also remember to ask about the project methodologies they use and their internal organization. Consider the ecosystem in which your future integrator operates. Do they organize events, for example? The goal is to know whether you’ll be well supported and whether their quality of service is up to par.
Finally, to make sure you’ve covered all the key points to discuss with your new CRM partner, you can also download our free B2B CRM guide. You’ll find a detailed checklist of the elements to consider in order to choose the CRM integrator that will lead you to success.