{"id":1082,"date":"2021-07-13T16:31:09","date_gmt":"2021-07-13T14:31:09","guid":{"rendered":"https:\/\/mp-sales-consulting.de\/?p=1082"},"modified":"2023-06-21T11:53:21","modified_gmt":"2023-06-21T11:53:21","slug":"crm-selection","status":"publish","type":"post","link":"https:\/\/www.mp-sales-consulting.de\/en\/crm-auswahl\/","title":{"rendered":"CRM selection - Making the right decision"},"content":{"rendered":"<p>The <a href=\"https:\/\/www.mp-sales-consulting.de\/en\/enzyklopaedie\/crm-auswahl\/\" target=\"_blank\" title=\"CRM selection deals with the selection of a suitable software solution for customer relationship management. It is based on the functional and non-functional criteria described in the specifications.\" class=\"encyclopedia\">CRM selection<\/a> is determined by several factors. These include, in addition to the <a href=\"https:\/\/www.mp-sales-consulting.de\/en\/enzyklopaedie\/crm-vision\/\" target=\"_blank\" title=\"The CRM vision describes the target picture, i.e. our expectation of a future state in which everything works as we have imagined. In order to describe the benefits of CRM from the company&#039;s point of view, it is advisable to define them in clear terms and to describe the added value that the company can expect from a successful implementation. Although...\" class=\"encyclopedia\">CRM Vision<\/a> also the goals, strategy, and functional and non-functional criteria.<\/p>\n<p>Define at the beginning which goals you are pursuing with the introduction of a suitable system. Because a <a href=\"https:\/\/www.mp-sales-consulting.de\/en\/enzyklopaedie\/crm-system\/\" target=\"_blank\" title=\"What is a CRM system? A CRM system is a software solution for recording and maintaining customer relationships. It provides a central collection point where companies can store information about customers and prospects, track customer interactions, and share important data with colleagues. Optimally, the CRM system provides companies with a 360-degree view of their customers. It is...\" class=\"encyclopedia\">CRM system<\/a> should not be an end in itself, but should optimally support your company's business processes. The next step is a requirements workshop with all relevant stakeholders. <a href=\"https:\/\/www.mp-sales-consulting.de\/en\/enzyklopaedie\/stakeholder\/\" target=\"_blank\" title=\"German: Anspruchsberechtigter All persons or groups of persons who are directly or indirectly affected by the company&#039;s activities or have a legitimate interest in them are called stakeholders. Stakeholders can also be used synonymously. Examples of stakeholders are managers, employees, suppliers, customers, unions, associations, investors, competitors, etc.\" class=\"encyclopedia\">Stakeholder<\/a>n order to define the criteria for the future <a href=\"https:\/\/www.mp-sales-consulting.de\/en\/enzyklopaedie\/crm\/\" target=\"_blank\" title=\"Customer relationship management, or CRM for short, refers to a company&#039;s consistent focus on its customers and the systematic design of customer relationship processes. The associated documentation and management of customer relationships is an important component and enables in-depth relationship marketing.\" class=\"encyclopedia\">CRM<\/a>-system and categorize it according to \"must-have\" and \"nice-to-have\".<!--more--><\/p>\n<p>We at MP Sales Consulting have developed a catalog of criteria based on \"best practices\" with over 400 points, which provides a good orientation and selection aid.<br>\nBased on the defined criteria, a <a href=\"https:\/\/www.mp-sales-consulting.de\/en\/enzyklopaedie\/lastenheft\/\" target=\"_blank\" title=\"The requirements specification describes in detail all requirements of the customer for a system or product. It should document all functional and non-functional requirements. It serves as a catalog of requirements for defining the achievement of objectives and as a basis for estimating the effort required as well as for monitoring the achievement of objectives.\" class=\"encyclopedia\">Specifications<\/a> are formulated and potential CRM vendors are researched. With the help of the individual criteria, the extensive field of providers is compressed for the first time in the form of a so-called \"long list\" and only those providers are considered who can be classified as potential candidates according to initial findings. Here, we recommend narrowing down the above-mentioned \"long list\" to a maximum of 5-7 providers, who you then invite to tender.<\/p>\n<p>In addition to the specifications you define, we generally recommend that you include \"use cases\" (scripts) tailored to your company and your requirements, on the basis of which the providers should align their solution presentation.<br>\nFrom the point of presentation, you will be able to condense the vendor field to a \"short-list\" of max. 2-3 vendors, who will then invite you to a technical \"proof-of-concept\". With the technical \"proof-of-concept\" you will be able to test all your functional and non-functional requirements in detail and determine if the vendors meet all requirements.<\/p>\n<p>In the last step, you will be able to go into the consideration of the economic criteria and create a valid as well as objective decision template.<\/p>\n<p>MP Sales Consulting accompanies you through the entire process of CRM selection and you benefit from \"best practices\" experience of more than 20 years <a href=\"https:\/\/www.mp-sales-consulting.de\/en\/enzyklopaedie\/vertriebsmanagement\/\" target=\"_blank\" title=\"Sales management encompasses strategic, operational and controlling issues. It is the totality of all tasks for planning, organizing, controlling and establishing economically successful sales activities in the company.\" class=\"encyclopedia\">Sales Management<\/a> as well as numerous selection projects.<\/p>\n<p>Benefit from our <a href=\"https:\/\/www.mp-sales-consulting.de\/en\/crm-consulting\/\">CRM Consulting<\/a>to evaluate the CRM solution that is right for your business.<\/p>\n<p>Feel free to contact us if you would like to enlist assistance in your selection process.<\/p>\n<p>Visit and follow us on <a href=\"https:\/\/www.linkedin.com\/company\/mp-sales-consulting\" rel=\"noopener\">LinkedIn<\/a>, <a href=\"https:\/\/www.facebook.com\/MP-Sales-Consulting-105618421686882\" rel=\"noopener\">Facebook<\/a>, <a href=\"https:\/\/twitter.com\/MPSalesConsult1\" rel=\"noopener\">Twitter<\/a> and <a href=\"https:\/\/instagram.com\/mpsalesconsulting\" rel=\"noopener\">Instagram<\/a>to get the latest information.<\/p>","protected":false},"excerpt":{"rendered":"<p>Die CRM-Auswahl wird durch mehrere Faktoren bestimmt. Hierzu z\u00e4hlen neben der CRM-Vision auch die Ziele, Strategie sowie die funktionalen und\u00a0nicht-funktionalen Kriterien. Definieren Sie zu Beginn welche Ziele Sie mit der Einf\u00fchrung eines geeigneten Systems verfolgen. Denn ein CRM-System soll nicht dem Selbstzweck dienen, sondern die Businessprozesse Ihres Unternehmens optimal unterst\u00fctzen. Im n\u00e4chsten Schritt empfiehlt sich [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":5693,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21,15,24],"tags":[17,25,18,22],"class_list":["post-1082","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-relationship-management","category-blog","category-sales-management","tag-crm","tag-crm-auswahl","tag-crm-beratung","tag-customer-relationship-management"],"_links":{"self":[{"href":"https:\/\/www.mp-sales-consulting.de\/en\/wp-json\/wp\/v2\/posts\/1082","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.mp-sales-consulting.de\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.mp-sales-consulting.de\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.mp-sales-consulting.de\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.mp-sales-consulting.de\/en\/wp-json\/wp\/v2\/comments?post=1082"}],"version-history":[{"count":4,"href":"https:\/\/www.mp-sales-consulting.de\/en\/wp-json\/wp\/v2\/posts\/1082\/revisions"}],"predecessor-version":[{"id":6123,"href":"https:\/\/www.mp-sales-consulting.de\/en\/wp-json\/wp\/v2\/posts\/1082\/revisions\/6123"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.mp-sales-consulting.de\/en\/wp-json\/wp\/v2\/media\/5693"}],"wp:attachment":[{"href":"https:\/\/www.mp-sales-consulting.de\/en\/wp-json\/wp\/v2\/media?parent=1082"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.mp-sales-consulting.de\/en\/wp-json\/wp\/v2\/categories?post=1082"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.mp-sales-consulting.de\/en\/wp-json\/wp\/v2\/tags?post=1082"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}