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Some Questions to Ask Your CRM Vendor

Posted On : Dec-22-2011 | seen (263) times | Article Word Count : 476 |

CRM has to be a very wise investment. Your CRM should meet all your Organization requirements. Hence, before strategizing for your Mobile CRM, here are some questions that you should ask your CRM Vendor and get clarifications before buying your CRM Solution.
When developing a successful mobile CRM strategy, it’s important to select a CRM software application with the functionalities to help you meet your business goals. As you review your options, ask your potential CRM vendor the following questions to make sure you choose the right application:

1. Is the application device independent? You’ll want to select a CRM software application that can be used for both smartphones and tablets. In other words, work with a vendor whose software automatically senses and adjusts for the size and resolution of the screen. This way, you won’t be locked into any one device.

2. Does your system work across multiple platforms? The optimal CRM software system should work across all major platforms and a variety of hardware. This lets you take advantage of competitive device pricing, improvements in capacity and the latest models and features at any time, without the costs of implementing a different mobile CRM solution.

3. Is your solution zero install? To avoid delays due to missing components, conflicts with existing systems or significant IT involvement, look for a mobile CRM application that is zero install. With a zero install solution downloaded from a browser or app store, IT or support teams don’t ever have to touch or see the application or the device it’s on, allowing field teams to be up and running in a matter of minutes.

4. Will my teams be able to work online and offline? Field reps inevitably spend a portion of the workday in an environment with limited network connectivity. A CRM system with the ability to capture information offline, store it securely and upload it when connectivity resumes is integral. Such functionality turns downtime into productive time, allowing field teams to track their activities anytime and anywhere.

5. Is there seamless integration with existing systems? ERP applications, third-party data suppliers and even legacy CRM systems all have to exchange information securely and seamlessly with the mobile CRM solution.

6. What is the full cost? Devices that run on iOS and Android™ are less costly than those running on laptops and other hardware. Still, there can be hidden costs, such as with CRM solutions requiring third-party service providers. You can avoid the complexity and associated expense of third-party service providers by partnering with a single vendor offering CRM and support services.

7. What is the user experience? Users today have high expectations when it comes to smartphones and tablets. Slick, finger-friendly actions are an important component. Nothing will frustrate users more than uneven or jumpy responses.

Mobile CRM can greatly improve how your company does business. That’s why it’s so important to get it right from the beginning. By asking vendors the appropriate questions before you buy, you can be sure you’ll get the right mobile CRM solution for your organization.

Article Source : http://www.articleseen.com/Article_Some Questions to Ask Your CRM Vendor_123161.aspx

Author Resource :
The author is President, Healthcare Dialogues and she writes here some very important questions an organization should ask its CRM Vendor before planning to invest into a Mobie CRM Solution. For more information visit: http://stayinfront.com

Keywords : Mobile CRM Solution, CRM Software,

Category : Business : Business

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