Stages of direct implementation of CRM into the company's work

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When choosing which model to choose, you need to keep in mind:

Renting software for 2-3 years will cost more than purchasing licenses;

the vendor's prices may skyrocket or the business may close , which could lead to increased expenses or an urgent transfer of the client base;

lack of rights (ownership) to the rented software.

When choosing a CRM, you need to:

Make sure that the final cost of the product (license, installation and initial setup) is correctly understood . Keep in mind: a qualified vendor will never announce the price of the modification (“approximately”, “tentatively”, “off the top of my head”) until the technical specifications are approved.

It is mandatory to draw up a contract with the vendor and carefully study each of its points (ideally with the participation of your company's lawyers). What should you pay attention to first of all:

to link the cost of a license to the exchange rate;

on the obligation to purchase a technical support package;

for hidden payments and imposed pastors in the us email list services;

for a mandatory fee for each update and patch;

to include in the agreement all the services you require.

Check whether there is a default paid integration with the services used (1C, mail, telephony), so that after signing the contract there are no unpleasant surprises for both parties.


So, after a preliminary acquaintance with the product, the most important moment comes — interaction with the vendor. At this stage, there are many potential risks and reasons for disappointment, which can be avoided by listening to the universal advice: do not hesitate to tire the vendor with questions, clarifications and clarification of details. Dedicate him to the details of your business plans, tell about pain points.

Otherwise, you may not get what you expected and reward the vendor with an unflattering review. Agree, this is not the goal of business automation.

Stages of direct implementation of CRM into the company's work

Source: shutterstock.com

Once contact with the vendor is established, you can begin collecting requirements and drawing up technical specifications (this is the vendor's function, and it is usually paid). At this stage, it would be good to decide what processes you need, as well as get rid of all manifestations of toxicity in your business.

The technical specifications for the implementation of a CRM system must be drawn up taking into account the following points:

each point of revision or adjustment must be clear , precise, and work according to the established procedure - this is an absolute requirement, the technical task excludes the vendor's initiative and the customer's excuses "I didn't mean that";

If you are not sure that you need custom functionality, you should not order it - this is a reasonable approach. Use the CRM system for a trial period to determine your true needs;

The technical specifications should be developed by the vendor , because it is the developer who knows how to outline the tasks so that the parties do not subsequently have mutual claims - this is a professional approach;

The technical specifications must be relevant and modern - a task drawn up several years ago together with another vendor can be considered outdated: a lot has changed in the company during this time;