Does Your CRM Reflect Your Philosophy
Here is a not so simple exercise for choosing a CRM for your business. Answer these questions:
What is your philosophy and approach? Write it out in detail.
Next, what activities will ensure that this philosophy and approach are experienced by your clients? Make a comprehensive list.
Will the CRM you are evaluating make it easy to do these activities with reminders, sufficient customizations and enough space to store the required data in an easy and effective manner? Detail how each of the desired activities will be fulfilled by the CRM you are evaluating and give it a rating for each category with a four star rating. For this step you may want to contact the company of the CRM you are evaluating and work through your check list with them.
Once you have completed these steps it will be much easier to quantitatively evaluate what is the best solution for you.