Vtiger_crm_guide

How to select a CRM implementation partner

While most of the CRMs, such as Vtiger CRM, are quite easy to implement for unique business needs, when you have a few complex customizations you may want to seek assistance from a local partner. Usually, CRM vendors have verified local partners who support implementations. You can visit the partner’s page to know whether there is partner support for your region. You can also look up for independent implementation partners.

Key factors you should consider when selecting a CRM partner:

  1. Product knowledge: CRM products get updated with new features frequently. So make sure that the partner is well aware of new feature releases and functionalities.
  2. Industry experience: Pick a partner who has worked with other businesses in your industry. This ensures that the partner understands your industry’s best practices to suggest relevant process improvements and additional solutions.
  3. Communication: Successful CRM implementation is almost impossible without effective communication between you and the implementation partner. Therefore, you need to pick a partner who communicates openly and frequently, and proactively advices on implementation best practices.
  4. Resources: Pick a partner well resourced at both in technology and in team to ensure that the project is delivered on time, in a budget and within the scope of requirements.
  5. Customer reference and reviews: Ask for a couple of customers that are similar to you in terms of size, location, sector, and business challenge. Looks for user reviews and ask around your network if anyone has experience of working with the software provider.

Evaluating implementation partners on these 5 key factors will help you choose the one that can make your CRM much easier and successful.

Vtiger is an an intuitive CRM that can be easily configured for any business. Every Vtiger CRM subscription includes free resources and tools that help you get set up, teach you about Vtiger CRM features, and guide you whenever you need help.

Furthermore, for more advanced configuration and customization, you can sign-up for our kickstart program. In these programs, our CRM experts conduct discovery sessions to understand business needs, then customize and implement Vtiger to address your key business challenges, answer your questions, and train a CRM champion at the organization on how to use all of Vtiger’s features.

Try Vtiger for free today to explore powerful features that help you unlock explosive growth.

Email Sequences

New In Vtiger! Email Sequences: Automate your sales follow-ups

Staying in touch with contacts has always been a critical aspect of sales, marketing, and retention. As your company grows, you may find it increasingly ...
featured image

Announcement: Vtiger has been honored with multiple awards from G2!

We’re excited to announce that G2 has named Vtiger CRM as a leader in the All-In-One CRM category! Vtiger CRM has received awards in several categories ...
Sights and sounds - when WFH

A Light Post for the Weekend – Vtiger: Sights and Sounds When Working from Home

With the recent changes to daily life due to Covid-19, many of us are now working at home. This is true for all of us ...
Person working and person chilling

Which WFH Personality are You?

Your life is now in monochrome, Having nowhere to roam. Now that you are stuck at home, Enjoy reading this blog on Chrome. As you know, we are all ...
Support Your Support Team During Social Distancing

How to Support Your Support Team During Social Distancing

With many companies having their employees work from home to combat COVID-19, their support teams are in the tough spot of answering their clients' queries ...
Stress Working from Work Home

Seven Proven Ideas to Combat Stress while Working from Home

Living in quarantine has become our new way of life. So has Work From Home. We all think it’s great staying at home and not ...
Relief Measures for Small Businesses

Indian Govt’s Relief Measures for Small Businesses Affected by COVID 19

Ever since India announced a lockdown to fight COVID 19, many businesses are working with reduced resources or have shut down for the time being ...

The Potential Pitfalls of Data-Driven Decision Making

Data is a huge driving force behind many strategic changes within modern businesses. With the growing availability and surplus of data, it is becoming easier ...
Deals

5 Proven Tips to Win Deals in 2020!

Sales is vital in every business and will affect your company’s ROI if not carried out correctly. But what can you do to make your sales ...
Jan - 10th blog for Action dashboard

Introducing Actions – your personal assistant to help you stay on top of work!

Did you ever wish you had someone to remind you of that crucial meeting that you forgot about? Have you been missing out on deadlines ...
loading
Copyright 2020 Vtiger | Privacy