collaborating. team.

Top 10 Questions To Ask Your CRM Partner

If you’re looking for a CRM partner, it’s essential to ask the right questions to ensure that they align with your business objectives. Here are the top 10 questions to ask to make sure you’re on the same page.

  1. What is your project methodology for similar projects, and how do you ensure the project objectives align with my business goals?
  1. Can you showcase your successful change management strategies and risk management process for similar projects you have undertaken in the past?
  1. What is your communication plan and stakeholder management approach during implementation, and how do you ensure effective communication and stakeholder engagement throughout the project?
  1. Can you provide references or case studies from past clients to gauge your capabilities and work quality?
  1. How do you track success and measure progress during the project lifecycle, and what metrics do you use to measure progress and provide progress updates?
  1. How do you plan for a smooth transition and maximise the adoption of the new information system? What training and support plans do you have, and how do you measure user adoption?
  1. How do you plan for and manage potential risks and challenges that may arise during implementation, and what’s your risk management process?
  1. Can you provide a detailed project plan, including a timeline and milestones, to help set expectations and ensure a smooth implementation process?
  1. How do you handle post-implementation support and continuous improvement of the new system, and what is your post-implementation support plan?
  1. What is your approach to continuously improving the new system, and how do you ensure the system continues to meet our organisation’s growing needs?

Having answers to these questions will give you a clearer picture of the vendor’s capabilities and help you make an informed decision on whether they are the right fit for your organisation.

At CRM Strategy, we’ve helped customers achieve their goals for over 26 years. If you need assistance in how to approach implementing a CRM, get in touch. We’d love to talk.