Some prospects
are reluctant to
provide
information
about their
businesses and
keep insisting
"I know what I
want". Unless a
person has
actually
implemented CRM
applications
before, knowing
what you want
and knowing how
to implement it
in your CRM
application are
two different
things.
It is wise to
engage in the
discovery
process, so that
the person
providing your
CRM solution can
recommend the
best business
application that
suits your
business. During
the discovery
process, issues
that may affect
your CRM
implementation
will be looked
at, and training
needs of the
business
end-users will
also be
discovered and
planned. In
addition, the
consultant
implementing
your CRM
software will
understand what
your business
needs and can
then implement
your CRM system
to meet your
business
requirements.
A
CRM consultant
has a deep
understanding on
what is
available, how
they work
separately and
together, and
the differences
between
different CRM
software. Having
the preliminary
work done
properly will
save the client
a lot of time,
ensure they get
the product that
fits their
business, and
save them money
that would have
been lost
through a failed
implementation.
It is worth
remembering that
rescuing a
failed
implementation
is a costly and
time-consuming
process. Better
to get it right,
from the very
beginning.
