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blog | February 16, 2018

Comparing Potential CRM Vendors

When beginning the process of finding your first CRM software vendor or if your business is looking to replace a former vendor, research is a must. We suggest compiling...

By WorkWiseSoftware

When beginning the process of finding your first CRM software vendor or if your business is looking to replace a former vendor, research is a must. We suggest compiling a list of your wants from CRM software to better help you sort through vendors during your search. Then, start by weighing and comparing those options.

Continue reading as we discuss the best ways to compare potential CRM vendors so you can select the best solution for your business.

Comparison #1: Experience

The most important criteria to search for and compare between vendors is the amount of experience they have. A high level of clients could also mean that they are trusted by customers. Making sure your potential vendors have experience in your industry can also be the difference between a bad implementation process and one that runs smoothly. With vendors who have industry specific knowledge, they know the language and the ins and outs of your business, it should create a more trusting work relationship.

Comparison #2: Price

One of the most important factors when comparing potential CRM software vendors is obviously the price. Having a set budget for software implementation can determine who your business decides to work with as well as helping your business keep track of spending.

The first step is to gather estimated prices from potential vendors. Then you can eliminate those that may be too expensive and maybe even the vendors who are very, very cheap. Pricing can also act as an indicator of the amount of experience and/or number of clients your potential vendor may work with. It all boils down to how much your business is willing to pay for a new CRM.

Comparison #3: Support

Researching the amount of support/training that your vendor provides to customers gives you an idea of how far their customer service extends. If your business is looking for CRM training for its staff and the vendor that you are interested in doesn’t offer that service, it may place you in a position where you will have to continue your search for a new vendor.

Be sure to also ask about the types of support and training each vendor offers. Do they offer in person training or is it done online, through videos, etc..? Is there an additional cost? Make sure you are comfortable with what they provide.

These are only three of many comparisons that can be made when you are at a crossroads and need to pick between two or more potential CRM vendors. Researching and asking questions about what services vendors provide can help you gain a better understanding of who you may potentially work with. It can also save time, money and a headache if you were to pick the wrong choice for your business.

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