1. Does it meet the needs of the enterprise itself?
When evaluating CRM software, it is important to be suitable for the enterprise itself. CRM software is not absolutely good or bad, but the one that suits you is the best.
2. indeed 2. Does CRM software adapt to the size of the company?
When evaluating CRM software, we should consider whether the CRM software meets the company's scale, and there is no suspicion that little shoes wear big feet or big shoes wear small feet. If CRM software is not suitable for the development scale of the company, such as incomplete functions and slow response during concurrent operation. Enterprises will feel a little unsmooth and limited when using it. CRM is likely to become an ornament for enterprises to show off and has no practical effect. It is also a waste if enterprises choose those large-scale CRM software regardless of the actual size of the company. For example, if an enterprise chooses a group CRM software, it will be overqualified.
3. It's 3. CRM software suitable for this industry?
CRM software industry is the inevitable trend of CRM software development in the future. For example, the service industry has CRM software for the service industry, and the manufacturing industry has CRM software for the manufacturing industry, and it can even be further subdivided. The futures industry can choose the suitable CRM software according to its own characteristics.
The industrialization of software is very helpful for information projects. On the one hand, it can help enterprises to reduce the implementation cost, because the software provided by software companies in the software industry will reflect the particularity of this industry, so both the implementation cycle and the demand for secondary development will be greatly shortened or reduced, thus reducing the cost of enterprise CRM project implementation. On the other hand, software industry segmentation can make software suppliers focus on a certain industry. And industry solutions will be more and more in line with the actual situation of enterprises, thus helping enterprises reduce the risk of project implementation.
4. Is the software development platform mature?
The stability of CRM software is mostly related to the development platform it adopts. When we evaluate software, we should consider whether it adopts a mature development platform today, instead of trusting the so-called most advanced technology of software providers, which often runs counter to maturity and stability.
5. Is the interaction between client and server perfect?
The interaction between client and server is also an important factor affecting the stability of CRM software. Such as delivery method, it will affect whether the relevant data will be maliciously intercepted and leaked by employees. Because data interaction is not limited by the authority of the front desk, it is necessary to consider whether the encryption mechanism used in the interaction is sound, which is mainly related to the confidentiality of enterprise data; Delivery methods will also affect the synchronization of data.
6. Is data backup and migration convenient?
Sometimes, accidents are inevitable. Therefore, in addition to the stability of the software itself, we should also consider how to restore the CRM system as soon as possible and how to minimize the loss if the CRM system really collapses.