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CRM Software Selection
With so many Customer Relationship Management systems to consider, as well as multiple editions available for each package, it can be difficult to select the right software for your requirements and budget.
As independent CRM consultants we offer honest and impartial advice across a wide range of packages to help clients select the best software for their needs. By providing 3 distinct CRM systems which include well over 10 different active editions, we have broad coverage across the CRM market with proven solutions for individual users, teams and larger corporates.
Whatever stage you are at in researching CRM or planning a new installation, our consultants will make sure you are on track to choose the right software and plan a successful implementation.
For free and independent CRM pre-sales advice call us on 0870 382 5000 or complete the form below to provide and one of our consultants will contact you.
About your requirement
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| What system are you currently using for contact management? |
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| What are your main reasons for considering a new Customer Relationship Management solution? |
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| Briefly, what are your main objectives that a new customer relationship management system must achieve? |
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| How many people will initially use the software? |
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| How do you expect licence numbers to increase within 2 years following implementation? |
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| How many departments will initially use CRM? |
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| Do you require the CRM software to integrate with other external database |
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| If yes please provide further information regarding the other database and integration required. |
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Thinking about mobile access to your data, how do you believe users will need to connect to your contact database? (please tick all that apply)
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All our CRM systems provide contact and company relationship management, activity scheduling and calendar management. Beyond these fundamental features which other capabilities must a new CRM application provide?
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Background Information
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| Which CRM applications have you considered to date? |
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| When do you plan to implement a new CRM system? |
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| Do you you have an approximate budget in mind for CRM? If yes can you provide an indication? |
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| Where have you researched CRM to date? |
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Please tell us anything else relevant to you CRM requirement
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Contact Information
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| Your Name: |
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| Organisation: |
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| E-mail address: |
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| Telephone: |
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| How would you prefer us to contact you?: |
Phone Email Either |
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Thank you for completing this form. We will aim to contact you within one business day with recommendations to help you select the right CRM software for your requirements.
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