CRM Selection

Choosing the CRM solution that best fits your company is a process that requires a deep understanding of your business, comprehensive CRM implementation experience, and a detailed knowledge of the latest and legacy solutions.  Ideally, a CRM solution will support the comprehensive marketing, sales, and customer services functions for all levels of the business. Additionally, the CRM solution will have the capability of integrating to the ERP systems and other disparate business systems either now or in the future.

The Revolution Group Methodology

Phase 1 Planning

• Creation of project team and roles
• Marketing and sales process analysis
• Process reengineering opportunity assessment
• Current and future requirements documentation
• Gap analysis

Phase 2 Evaluation

• Develop CRM selection criteria
• Review vendor analysis report evaluation
• Develop a vendor list
• Create and issue an RFI
• Evaluate RFI response and classification

Phase 3 Selection

• Vendor weighted scorecard construction
• Vendor script creation
• Vendor presentations/demonstrations
• Contract and price negotiation