When you want to choose the right CRM system focus on our business processes first. Try to describe your processes or to draw them. The right CRM system adapts on your processes. Your business process differentiates you from your competitor so don’t let change the process by a piece of software.
Design a picture of your processes and roles
Write down the processes and your roles within your company. This picture will help your CRM vendor to setup the system best.
Define your processes