- Choose a vendor that provides different deployment options. This should include the ability to move between on-site and on demand as your business need changes. Flexibility is important because you cannot predict the future.
- Avoid lock-in with the vendor. Proprietary systems are designed to stop you from choosing another option even when you become unhappy with the existing CRM system. If you are considering a vendor with a lock-in platform, assess the risks involved with making that decision.
The rise of software-as-a-service (Saas) has changed the way companies relate to their customers. CRM systems have allowed organizations to meet the needs of their prospects and customers in real-time. Now, the question is, should your company take advantage of a CRM system that is managed by a third party or one that is managed by in-house staff? The answer should depend on the strategic goals, size, and competitive environment of your industry. Decision makers should also look at their CRM options based on software functionalities, integrations, customizations, and vendor lock-in. The two main principles in making any CRM decision include the following: