Workflow Management Tool

1. Access - Users should be able to access their data anytime and anywhere. Also, is this software able to talk to remote devices such as Blackberrys, cell phones or PDAs? Make sure your sales team will be able to connect remotely.

2. Easy to use interface - Users should be able to adapt to the new software easily and become fluent with just some simple training. Any type of software migration where users are asked to dramatically change their processes could possibly take too long to learn and decrease productivity for an extended period of time, ultimately costing the company clients and money.


3. Integration - Will the CRM be able to integrate with current applications, such as Outlook? Will you be able to upgrade your software, should you need to in the future? In a time where technology is constantly evolving and companies are fighting to be the most innovative and cutting edge, you need to make sure your software investments are able to keep up with the pace of innovation.


4. Security- Whether your data is being stored on an external server or in-house, you need to know that your information is safe. If your company chooses to house their data externally, it is important to know how often the CRM vendor performs data backups, and what type of firewall protection they offer. If your company chooses to house the software internally, it is important to evaluate your company’s data security and implement changes if needed to ensure the safety of your data.


5. Support - What type of support does this software offer? If your company houses data externally, does the CRM vendor employ people who are knowledgeable, not only about their specific CRM, but other models as well? Will they be able to guide you to a solution to your problem quickly and easily? Are their employees consistently trained on current trends in CRM technology?