A software solution evaluation team's success often depends on diversity. A strong team includes a wide range of people, each with different areas of expertise. However, diversity also means different priorities and sometimes even competing needs. One member might be focused on up-front implementation costs; another on ease of use. The challenge you face: How to focus the group on selecting the best solution without loosing everyone’s individual insight.
Asking your CRM evaluation team the right questions can help you get the information everyone needs to make the right decision for the company. The following links provide talking points, considerations, and questions that can help you facilitate productive discussions with specific evaluation team members.
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Finance Director
Your Finance Director wants to increase productivity and competitiveness within a cost-effective timeframe to get the highest return possible on every technology investment. The new technology must supply strategic improvements to the company's commercial position, technical standing, and employee management.
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Information Technology Manager
Your IT manager is responsible for ensuring that corporate data is accessible. The IT manager requires proven solutions that are not only reliable, secure, and scalable, but also can be deployed with minimal resources and downtime.
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Customer Service Manager
Your team's customer service manager must keep two directives in balance: cultivating good customer relationships and keeping service costs down. The customer service manager needs a tool that is easy to learn, can fully integrate information, and requires minimal downtime to deploy.
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Sales Director
To be effective, your sales manager requires a tool that makes customer information such as sales history, service reports, and forecasts easy to find. Members of the sales team want a system that’s easy to learn and helps them meet their sales goals.
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Marketing Director
Your marketing manager needs help launching marketing campaigns or even sending quick e-mail messages to targeted lists of leads and customers, tracking campaign progress, and monitoring results.
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Service Manager
Your service manager needs to schedule resources such as people, trucks, equipment, and facilities in a way that meets customer needs but also makes efficient, cost-effective use of resources.
