If you had to choose a CRM system for a company what would you choose? Do some research online for specific CRM systems. Evaluate several systems that you find using the information from this lesson. Try to "test drive" some of them if possible. Choose a CRM that you like and bring it to the Customer Relationship Management Discussion. Tell us what you liked best about the system you chose and mention any problems you found. Provide a link to your CRM's website for your classmates.

Be sure to complete the discussion in eight to ten good sentences.

With a Cloud (Software-as-a-Service/ SaaS) solution, you don’t need a server or technical expertise on your side. You simply log into the cloud-based CRM in your Internet browser and you’re ready to go. All information resides on the vendor’s server.

However, you must be online at all times. If your Internet connection fails, you will not be able to access your data.

With an On-premise solution, you own the software and it is hosted physically at your location. Thus, you will have direct access to the servers if you want to integrate with other customer applications. Moreover, you won’t have to deal with recurrent subscription charges.

However, you will need to have in-house IT personnel and purchase the necessary hardware and software, as well as incur higher upfront costs.

Explanation:

he biggest mistake that companies who are deciding on a CRM system make is that they are busy evaluating vendors and trying on different functionality, instead of concentrating on their own needs and business priorities.

Before you start evaluating CRM vendors, ask yourself these questions:

What are the most inefficient processes in our business and what do we want to improve with a CRM system?

What operational process and workflows we lack and need to add?

Who in our company is going to use CRM? How many users do we need?

What other software do we want to integrate with a CRM system?

What is our budget?

After you’ve done this initial “soul-searching” and know why you need a CRM, the next step is to narrow down what you want in a CRM.

Here are eight areas you should take into account when choosing a CRM system.

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