Summary:

Whether driven by need or business confidence, many small and midsized businesses are migrating from a home-grown CRM solution to a more robust, modern, world-class system.

So, what’s a home-grown CRM? Examples range from running contact management out of a database or Excel to adding custom forms and task routing to Exchange and Outlook. No matter how elaborate these systems are, they can’t satisfy the demands of a modern Sales and Services operation –  they can’t support a mobile sales force, lack crucial analytics and reporting, and require ongoing technical support that’s rarely available.

A world-class system comes from vendors with a firm market standing, delivers crisp consistency across all platforms, and invests billions of dollars annually in product R&D to continuously improve the product and incorporate new technologies, making them work together seamlessly. Having a world-class CRM means numerous supported partners to keep the software running efficiently.

Your CRM system will reinforce your vital business operations for the next
5-10 years, so look beyond feature/functionality and ask the high-impact
questions – the ones that will drive revenue, profitability, and sustained
competitive advantage if answered honestly.

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