Ten CRM Questions to Ask Before You Get Started

Man holding the acronym CRM

This is the second installment of our excerpt series from our White Paper, “The Beginner’s Guide to CRM: An Honest Look at the Pros and Cons.” Go here to download the paper.

If you are exploring CRM, you probably have lots of questions.  Questions about feasibility, questions about cost, questions about implementation, the questions may seem to never end.

Instead of suffering from analysis paralysis, just focus on these ten main CRM questions, and all the other issues should begin to resolve themselves.

 While you may get the impression that CRM platforms are inevitable for your business, now may or may not be the right time to make the leap.

If you answer “yes” to many of these CRM questions, than a CRM system might be a good fit.

  1. Can you afford to fix your system “if the plumbing breaks” and something goes wrong with your data?
  2. Would you rather have more clients-per-agent or to simply hire more agents?
  3. Do you have someone you can call if you get in over your head?
  4. Would it harm your company if your competition were building proficiency with CRM while you are not?
  5. Do you have people who can champion this initiative that are knowledgeable about technology, data systems, and your business processes?
  6. Will your CRM team be able to take the time to learn about this platform?
  7. Will your CRM expert be able to teach the rest of your organization how to use the system?
  8. Do you suspect there may be inefficiencies in your sales processes?
  9. Will you be able to encourage adoption within your organization so that your team actually uses the system?
  10. Do you have the time and patience to read and understand CRM best practices?

It’s normal to answer “no” to  a few of these questions, but more than five negative responses is a pretty strong sign. If you are unhappy with the results of the quiz, try speaking to a consultant who can help you prepare a strong foundation for your CRM.

Still have questions? We’re here to help. Contact us for a risk-free CRM consultation.

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