Vendors - where does a medium-sized e-business that isn't altogether sure about what it needs in terms of software start?! Morag Cuddeford
If you’re not sure what you need for your revised strategy, then I’d strongly advise not approaching vendors yet – they’ll confuse you and you may well end up with a software package which doesn’t meet your needs.
Before you approach the vendors, you need to have completed two steps:- revised your CRM strategy (and got agreement to it from the powers that be)- Developed a statement of requirements for the system that will implement the strategy (again with sign-off).When you’ve got both of those, then’s the time to approach vendors.
The CRM-Forum can provide help with both of those steps.
If you’re still revising your strategy, you can find a number of documents on the CRM-Forum that outline other companies strategies which may help you come up with ideas (even if they’re from different industries). Go to the CRM-Forum library search page (http://www.crm-forum.com/library/search_adv.html ) and type ‘strategy’ (without the quotes) in the subject field and press enter. You should get a list of around a dozen documents back that might stimulate some ideas. You can read each document by clicking on the link provided in the list.
If you’re defining requirements, go to the same library search page, but this time type ‘requirements’ in the Document Title field, and then click on search. You should get a list of documents which again might be helpful.
Once you’ve got your strategy and your requirements definition, the CRM-Forum yellow pages section, should provide you with lists of vendors you might approach.
If you need more help than this, then you might have to approach someone almost as bad as a vendor – a consultant.
If I can help further, email me at mailto:[email protected]
Richard ForsythThe CRM-Forum