CRM Critical Success Factors - The Right Technology
How QGate Make CRM Work.
CRM - The Critical Success Factors (CSFs) Series
The Right Technology - Help in Choosing the right CRM software for your business needs and pains.
Hi, my name is Rowland Dexter, managing director for QGate. In this video we're going to talk about choosing the technology that's going to be the platform for your CRM implementation. I think there's broadly three categories to think about.
There is a buying off the shelf generic CRM platform.
There is an off the shelf vertical industry type platform.
There is build-it from the ground up approach.
If we just consider the build-it approach for a minute,that would seem to give the option of having exactly what you want, with no license fees. However building something from the ground up is a serious investment. I do know companies that have done It and done it very successfully. But they tend to have quite a large team
around supporting that.
We have also taken customers who have come away from that approach. Mainly because the expertise and the support of the application have maybe has left the company and they find themselves at risk of not being able to carry out further
development etc.
It is an option and something to seriously consider and it might not be an obvious solution as you might initially think.
The vertical solutions can prove they're very productive but again we have seen instances where it's been an over engineered solution and some people had to unpick some of that functionality to get it to a level where it suits their particular business.
With a generic CRM platform -- obviously you should look for one that is customizable and look for potentially the place where you can buy functionality that meets the particular functional needs and just bolt that in. Therefore you can blend the solution to meet the needs of your requirements.
Do have a look around the peripherals of the solution, what kind of community is there -- from a user perspective and from a partner perspective. What sort of support can you look for, read the comments on the forums, take reference visits and go to
speak to customers that are using the technology that you have short listed to help understand how it works for them and what they had to do and the benefits and how it has worked for them.
So really try and investigate down into the product and make sure that it's fit for your business.
We're very happy to talk to you generally about CRM here at QGate. If you would like some ideas, thought and advice please feel free to contact us and I hope all of these (videos) will help to contribute to your success.
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