{"id":1555,"date":"2016-01-04T02:51:51","date_gmt":"2016-01-04T02:51:51","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/salesforce\/?p=1555"},"modified":"2018-10-24T11:29:13","modified_gmt":"2018-10-24T11:29:13","slug":"tips-to-keep-in-mind-while-purchasing-a-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2016\/01\/04\/tips-to-keep-in-mind-while-purchasing-a-crm\/","title":{"rendered":"Tips to keep in mind while purchasing a CRM"},"content":{"rendered":"

Why do you need\u00a0a CRM?<\/strong><\/span><\/p>\n

CRM is any system or model used to manage a company\u2019s interactions with its current or future clients or customers. This system is a piece of technology used to organize, automate and synchronize all of the customer facing areas within your company: from marketing to sales to customer service to technical support. It gives you the time to develop other areas of your business, whilst giving you the reassurance that you\u2019re not letting your existing clients down or responding to new enquiries in an efficient manner.<\/p>\n

Which is Better?<\/strong><\/span><\/p>\n

We are always genuinely amused when we see posts in CRM focused groups asking \u201cWhich CRM is better, Salesforce.com or Sage CRM\u201d. This is like asking a group of car enthusiasts which manufacturer\u00a0makes the BEST car. You can ALWAYS predict the answers before they are posted. The people who work with Salesforce.com will tell you Salesforce.com is the Best. The ones specialized in Sage CRM will tell you Sage CRM is the Best. And the lesser-known CRM vendors start adding confusion by saying their product is actually better than both of those.<\/p>\n

\"purchasing<\/p>\n

Don\u2019t choose using Features vs. Features<\/strong><\/span><\/p>\n

If you are looking for a true\u00a0CRM comparison, don\u2019t focus on features. CRM vendors\u00a0monitor each other\u2019s progress, thus if there is some remarkable feature offered by one, the other will have it\u00a0in the next version. \u00a0It is the nature of the software business. Doing a CRM comparison feature by feature basis may solve an immediate problem, but may leave you wanting more lately.<\/p>\n

Instead of doing a CRM comparison based on features, we suggest you focus on who the CRM vendor sees as their customer and who is actually using the product. There is certainly a difference\u00a0between CRM vendors who see their product as an enterprise solution vs. those who are trying to serve the small business market. In some ways, CRM vendors can be divided into levels based on this segmentation. All the products at each level tend to have the same features, capabilities, and limitations. If you are looking to do a true apples-to-apples comparison, compare products that are at the same level. Sure there is always the aggressive sales rep who tries to place his product in the wrong market. This is why you have to ask who is actually using the product. \u00a0If there are no companies like yours using the product that is usually a pretty good clue?<\/p>\n

Should You Replace Your CRM?<\/strong><\/span><\/p>\n

We come across situation where the newly hired executive states how productive the last company was with their CRM. \u00a0It almost always leads to the \u201c\u2026should I switch?\u201d question. Before you rip and replace your current CRM system because it is not meeting your expectation, make sure you understand the level of CRM you are currently using. If your CRM\u00a0is an enterprise level system, your problems are probably\u00a0not going to be solved by moving to another\u00a0enterprise\u00a0level CRM or Vendor. The CRM comparison may have one better than the other today, but remember, that changes all the time. Focus instead on how you deployed your current\u00a0CRM and who is leading your CRM\u00a0efforts. You may want to ask the executive who was leading the project at their last company OR<\/em><\/strong> a CRM expert.<\/p>\n

So while choosing a CRM system you should rely on someone with highly experienced CRM projects OR <\/em><\/strong>someone who is able to understand the business requirements and is able to generate ideas of implementing them into the system.<\/p>\n

About Us<\/strong><\/span>
\nGreytrix<\/a>\u00a0as a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners across the globe. We offers Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that requires apex code incorporation into the Salesforce platform.<\/p>\n

Greytrix<\/a>\u00a0has some unique solutions for Cloud CRM such as Salesforce integration with\u00a0Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct, Sage 100\u00a0<\/a>and\u00a0Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM\u00a0Salesforce customization and development services<\/a> along with services such as Salesforce Data Migration<\/a>, Integrated App development<\/a>, Custom App development<\/a> and Technical Support<\/a> to business partners and end users.<\/p>\n

Greytrix GUMU™ integration for Sage ERP \u2013 Salesforce is a 5-star app listed on Salesforce AppExchange<\/a>.<\/p>\n

For more information, please contact us at\u00a0salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

Why do you need\u00a0a CRM? CRM is any system or model used to manage a company\u2019s interactions with its current or future clients or customers. This system is a piece of technology used to organize, automate and synchronize all of the customer facing areas within your company: from marketing to sales to customer service to\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[37,44,62,148,492,493],"class_list":["post-1555","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","tag-buy-crm","tag-choosing-best-sage-crm","tag-crm","tag-greytrix-sage-crm","tag-tips-to-purchase-crm","tag-tips-to-purchase-salesforce"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/1555","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/comments?post=1555"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/1555\/revisions"}],"predecessor-version":[{"id":4398,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/1555\/revisions\/4398"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=1555"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=1555"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=1555"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}