Oracle, SAP, Microsoft, SugarCRM, Salesforce.com, Aplicor and many other CRM packages now offer multiple options of CRM software to choose from. You have single-tenancy vs multi-tenancy, open-source, and SaaS vs OnPremise options. Within each vendor you have different options regarding modules and functionality. The good news is that you have choices based on your requirements, needs, priorities, IT policies and budget.
We at Solvis can help you decide which CRM vendor (software package or service) you need. We have a Software Selection Methodology that looks into processes and functionality that will help your business (small or large) select the proper software. Our methodology offers quick steps to make decisions. We can start with a short or large list of vendors, and we can offer proof-of-concepts and pilot programs for your implementation.
No matter what your software needs are, we can help your business select any CRM vendor: operational, analytical, collaborative and interactive - from call center to marketing automation and from SFA to customer service under any model: SaaS or OnPremise.
Our methodology includes the following steps:
- Gather Requirements and Functionality
- Identify Key Decision Criteria
- Determine Weighting
- Prepare and Send Out RFI
- Refine Process Flows, Scenarios and Functionality
- Conduct Vendor Demos
- Complete Scorecards
- Perform Reference Checks (Due Diligence)
- Perform Gap Analysis
- Conduct Vendor or Reference Site Visits
- Evaluate and Select Vendor
- Refine Business Case
- Develop Proof-of-Concept
- Develop Pilot
Depending of your business needs, some of the above steps are optional. We can also work with your software or implementation vendor in developing the proof-of-concept and pilot (quick win), before any major implementation. Time frames also depends on your business needs, but we can help you select software solutions from 5 to 8 weeks, or, we can just help you make a decision if you already have a short list of vendors.
Note: we have templates, tools and related documentation to facilitate a smooth selection process for all 14 steps of our methodology,