The project to roll out a new CRM in your company is underway. You’ve secured management’s support, discussions with the various departments have never been more productive, and your IT team is already in the starting blocks. All you’re missing is the integrator! To make a well‑informed choice and build a long‑term partnership, here are some tips...
First, if you have not already done so, benchmark the market! Of course, don’t limit yourself to the 3 integrators you know from your own network or those that are closest to you geographically – cast the net wide! Open up your possibilities and be prepared to be surprised!
Once you have drawn up your shortlist, hold “recruitment sessions” with each provider. Test their business understanding of CRM and of your industry as well. Check their references, their links with the solution provider, and so on. The more you know, the better.
Also remember to ask about the project methodologies they have developed and their internal organisation. Look at the ecosystem in which your future integrator operates. Do they organise events, for example? The aim is to know whether you will be well supported and whether the quality of service is strong.
Finally, to make sure you have covered all the points to discuss with your new CRM partner, you can also download our free B2B CRM guide. You will find a detailed checklist of the factors to consider in choosing the CRM integrator that will lead you to success.