CRM + Business Goals
Clarify your company's objectives to find the right CRM solution.
Social Oceans
Social Oceans
Identifying Your CRM Pain Points
Scattered Data
Customer information spread across multiple systems.
Inefficient Workflows
Cumbersome processes for managing sales and support.
Lack of Visibility
Difficulty tracking pipeline and team performance.
Poor Customer Experience
Inconsistent communication and lack of personalization.
Budget Considerations
Cost Constraints
What is your total CRM budget?
Scalability
Will your needs change over time?
ROI Expectations
What return on investment do you expect?
Key CRM Features for Your Business
Lead Management
Capture, nurture, and convert leads effectively.
Contact & Account Tracking
Centralize customer data for better insights.
Workflow Automation
Streamline repetitive tasks and boost productivity.
Reporting & Analytics
Gain visibility into sales, marketing, and support.
Users and CRM Adoption
User CountKey Considerations
1-10 UsersScalability, cost-effectiveness, ease of onboarding
10-50 UsersRobust security, customization, integrations, training support
50+ UsersEnterprise-grade features, advanced analytics, user management, deployment flexibility
Deployment Model
Consider whether a cloud-based or on-premise CRM solution best suits your business needs. Weigh factors like cost, scalability, data control, and IT resources.
Level of Integration
Standalone CRM
The CRM functions independently without need for external integrations.
Light Integration Connects to a few essential business tools like email and calendars.
Robust Integration Seamlessly integrates with your entire software ecosystem.
Customizable Integration Allows bespoke integrations to meet unique business requirements.
Data Security Requirements
Access Controls
Robust user authentication and authorization to restrict data access.
Data Encryption
Ensure customer data is encrypted at rest and in transit. Backup & Recovery
Reliable data backup and disaster recovery capabilities. Regulatory Compliance Adherence to industry standards and regulations for data security.
Preferred CRM User Interface
1 Intuitive Design Clean, user-friendly layout with easy navigation 2 Personalized Experience Customizable dashboards and workflows for individual needs 3 Mobile Accessibility Responsive design for on-the-go access to CRM data
Vendor Reputation and Support
Responsive
Support
Availability of knowledgeable support staff to address issues promptly.
Industry Reputation
Vendor's track record of delivering quality products and services.
Customer Satisfaction
Positive reviews and referrals from existing customers. Continuous Improvement
Vendor's dedication to enhancing the CRM based on customer needs.