• Home
  • About Us
  • Contact Us
  • Privacy Policy
  • Special Offers
Business Intelligence Info
  • Business Intelligence
    • BI News and Info
    • Big Data
    • Mobile and Cloud
    • Self-Service BI
  • CRM
    • CRM News and Info
    • InfusionSoft
    • Microsoft Dynamics CRM
    • NetSuite
    • OnContact
    • Salesforce
    • Workbooks
  • Data Mining
    • Pentaho
    • Sisense
    • Tableau
    • TIBCO Spotfire
  • Data Warehousing
    • DWH News and Info
    • IBM DB2
    • Microsoft SQL Server
    • Oracle
    • Teradata
  • Predictive Analytics
    • FICO
    • KNIME
    • Mathematica
    • Matlab
    • Minitab
    • RapidMiner
    • Revolution
    • SAP
    • SAS/SPSS
  • Humor

9 Make or Break Questions That You Should Ask Your CRM Partner

April 29, 2020   Microsoft Dynamics CRM

It’s no secret that choosing the right CRM partner is vital to success. While the right partner will successfully manage the project professionally, the wrong partner will stumble through the implementation, leaving you wondering how you ended up so far over budget and away from reaching your goals.

To keep you from experiencing such regret, 18 industry experts have contributed their insights and ideas to give you a list of 9 questions to ask your potential CRM partner. These questions are often overlooked but can be the key to finding the perfect partner for your company.

1. What makes your implementation process successful?

You want a partner who can demonstrate they have successfully completed multiple implementations. So ask them to show you proof! The right partner will clearly describe the phases, deliverables, and expected outcomes of their implementation process.

2. How can our company contribute to project success?

For a successful implementation, everyone needs to get involved. However, this idea can cause stress and anxiety for employees. That’s why a successful partner will suggest a proactive plan to alleviate any fears throughout the company, as well as a clear strategy to ensure employees have the appropriate bandwidth needed to work on the project.

3. What is your approach to change management and training?

Nobody likes change. But when it comes to CRM implementation, change is unavoidable. The right partner will have a game plan of how to make the changes easier to accept. From breaking the project down into smaller phases to providing adequate guidance and training, your CRM partner should be able to provide clear evidence that they know how to prepare your company for the upcoming changes.

4. How will we define and manage success?

No doubt you have specific goals for this project. Make sure your CRM partner is focused on meeting those goals with a strategic plan of how they will do so and how they will measure progress throughout the project.

Want to know the other 5 questions to ask PLUS a bonus section of “9 warning signs to send you running”? Download the full eBook “9 Questions Nobody Asks Their CRM Partner…But Should” at http://www.crmsoftwareblog.com/9Questions

Then check our directory of Microsoft Dynamics 365 Partners specializing in CRM to find the right partner to start the conversation.

By CRM Blog Writer, www.crmsoftwareblog.com

Let’s block ads! (Why?)

CRM Software Blog | Dynamics 365

break, Partner, Questions, Should
  • Recent Posts

    • Pearl with a girl earring
    • Dynamics 365 Monthly Update-January 2021
    • Researchers propose Porcupine, a compiler for homomorphic encryption
    • What mean should I use for this exemple?
    • Search SQL Server error log files
  • Categories

  • Archives

    • January 2021
    • December 2020
    • November 2020
    • October 2020
    • September 2020
    • August 2020
    • July 2020
    • June 2020
    • May 2020
    • April 2020
    • March 2020
    • February 2020
    • January 2020
    • December 2019
    • November 2019
    • October 2019
    • September 2019
    • August 2019
    • July 2019
    • June 2019
    • May 2019
    • April 2019
    • March 2019
    • February 2019
    • January 2019
    • December 2018
    • November 2018
    • October 2018
    • September 2018
    • August 2018
    • July 2018
    • June 2018
    • May 2018
    • April 2018
    • March 2018
    • February 2018
    • January 2018
    • December 2017
    • November 2017
    • October 2017
    • September 2017
    • August 2017
    • July 2017
    • June 2017
    • May 2017
    • April 2017
    • March 2017
    • February 2017
    • January 2017
    • December 2016
    • November 2016
    • October 2016
    • September 2016
    • August 2016
    • July 2016
    • June 2016
    • May 2016
    • April 2016
    • March 2016
    • February 2016
    • January 2016
    • December 2015
    • November 2015
    • October 2015
    • September 2015
    • August 2015
    • July 2015
    • June 2015
    • May 2015
    • April 2015
    • March 2015
    • February 2015
    • January 2015
    • December 2014
    • November 2014
© 2021 Business Intelligence Info
Power BI Training | G Com Solutions Limited