by on October 21, 2021

CRM is a complex task to take on, and finding a CRM consultant is another beast in itself. The most effective strategy to accomplish successful CRM integration and management is to pair with experts in the field. They lessen the risk, provide deep insight, and take pressure off your IT team. However, it is crucial to make the right choice when choosing a CRM consulting firm, as you could otherwise jeopardize your CRM implementation, drawing out projects for several months, even years, and piling on the costs.

However, finding the right CRM consulting company can be tricky. The best practice is to ask probing questions, check resumes, and investigate both technical and industry experience. We expand on this, and other valuable tips below, so keep reading!

1. Do Your Research

When you’re evaluating CRM consulting services, do your due diligence. Research their portfolio, company pages, and expertise to see if the particular company is the right fit for you. You should absolutely consider and keep the price in mind, but remember to also look for case studies or testimonials from past clients. These allow you to see how people have genuinely felt about the company’s work, which can give you a fair idea of what to expect. Secondly, check company pages and LinkedIn profiles to see what kind of experts they employ, whom precisely you would be working with, and whether what they offer is of any value to you.

Of course, this raises the question: how do you trust that the CRM consulting company is really as experienced as it claims to be? Are you supposed to take them at face value? No! Instead, make sure you get resumes in advance and meet consultants to verify their skills. Ensure and validate their certifications in CRM, especially in the vendor that you are leaning towards, as well as ample experience in enterprise software.

2. Look for Industry Experts

Of course, you’ll want someone who has the technical skills needed to implement CRM. However, your CRM consulting agency should also possess field and practical knowledge about the industry. This allows them to understand the need for CRM integration and what you expect from the system or solution being put in place.

One way to check industry knowledge for your CRM consulting team is to ask for accounts from people in your industry. When asking for customer references or testimonials, ask specifically for feedback from those in the same industry as you, and speak with them if you can. Secondly, look through their portfolio, and pay attention to their responses and questions when you meet with them. The perfect CRM consulting team should ask specific questions about your processes and identify areas of improvement.

When checking their track record, see whether they have provided unique solutions based on industry or have attempted to apply the same model multiple times to unique problems. With the right experience in the relevant sector, your chosen CRM firm can provide an ample return on investment by offering services centered on enhancing operations.

3. Be Clear About Exactly What You Expect

Malinowski has said: “An important thing to remember is to communicate exactly what your expectations from your consultant are, and confirm those requirements in writing. This will avoid any embarrassing and difficult conversations further down the line.” Hence, when employing a CRM consulting service, it is crucial that you effectively communicate your needs and expectations and that the receiving party is willing to work with you to meet these expectations. Of course, this demands that you yourselves are crystal clear about what you want from your implementation.
Read Also: The Philosophy Behind Cloud DevOps Consulting and Why You Need to Adopt

4. Ensure You Know Who is Involved

“It is critical to know the people working around you. Not just qualifications and experience, specific resumes and provide guaranteed levels of effort for the key individuals across the life of the project.  You have to really understand what team you’re actually going to get to work on your project,” emphasizes Band.

It is also helpful to get references for the team members that are assigned to their project. Ask for customer experiences and references – when purchasing any product or service, see what people have got to say.

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