Choosing Your CRM Builder

Selecting the right team to build your house is essential. We’ve all heard horror stories about dealing with bad contractors. Without the right building partner, you are likely to get a house that takes longer and costs more than you imagined. You can even end up with a house that doesn't “meet code,” forcing you to redo some of the work or, even worse, find another contractor and rebuild from the ground up.

With CRM, this is even more important because you don't often get a “do-over.” Once users are frustrated with system functionality or data, you often lose credibility – and adoption. For firms that fail to find the right provider, it’s not uncommon to see multiple attempts to rollout the same CRM. Some firms have even found that their implementation doesn't “pass inspection” and they end up abandoning their CRM building projects or are forced to begin the entire process over again with another system provider. Don't let this happen to you.

Purchasing a CRM system involves a significant investment of time, money and effort, so you need to make sure that you find the right provider to build out and configure your system. You want someone with expertise and a company with a reputation for ongoing service and support. Such requirements will ensure that you build on a solid foundation, which will support you and your firm for years to come.