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Customer Relationship Management as a business strategy is about ensuring that your customers have a consistent positive experience every time they interact with your business. This will enhance the prospect of them doing more business with you. To do this effectively, you need to ensure that the right information is available at all points where the customer is likely to interact with you, at all times.

Modern technology has made available many tools to assist organisations with the analysis, deployment and capturing of information at all points of customer interaction. These tools come in many sizes and prices, and the challenge is to ensure that the technology you select is right for you. Why pay for more than you need? What is the minimum level of functional fit that you need to support your business strategy? Your business is unique - make sure you consciously identify the strengths and weaknesses of the technology solutions and consider the implications.

Are you finding it difficult to decipher the CRM vendor marketing messages?

How does the solution capability match your real needs? Is it "overkill"?
Are the vendor claims of integration simplicity reflected in actual implementation costs?

Difficult to quantify the real benefits generated by the proposed solution?

Complex, lengthy and potentially expensive integration process?

Save time and money by ensuring that the technology fits your business strategy

Eliminate wasted functionality by identifying your "true" needs

Identify and value what you need to buy, not what someone wants to sell

Create an implementation plan tailored to deliver early, real benefits

Prioritise the selection of components to meet your needs and capabilities



InteractCM's CRM Technology Evaluation process cuts through all the marketing "hype" to identify those solutions that can realistically meet your needs, both functionally and financially. Our process typically includes preparing the Request for Information/ Proposal (RFI/RFP) and managing the evaluation process, to your timetable. Alternatively, our role can be one of specialist adviser on key aspects of the process that you manage.

In all CRM Technology evaluation processes, there will be components critical to a successful selection. Interact works with you to ensure a strong match of those components to your business priorities. The process has been designed to enable you to quickly select the "right" technology and to prioritise the implementation process to your needs, thereby minimising the risk to your business.


Please fill out the form below and we will get in contact regarding how we might assist you with this offering.

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