For you vs with you
Say you've got a goal you're trying to reach, and you think your CRM can help you get there, but you need someone to help you make that it happen.
Would you rather:
Have someone just do it for you? Or,
Have them do it with you?
If they do it for you, you're likely to get:
The chance to hand everything off to a specialist while you focus on other tasks.
Some feature or configuration that does what you need (or at least, what they thought you would need).
Very little understanding of how it works.
A solution that's hard to change as your needs grow.
Zero increase in your ability to do something similar on your own later on.
Conversely, if they do it with you, you're likely to get:
More involvement in the configuration and setup work, which will take some time out of your schedule.
Some feature or configuration that actually does what you need.
A pretty good understanding of how it works.
The knowledge to adapt that solution as your needs grow.
A significant increase in your ability to do something similar on your own later on.
Which do you prefer?
Here's the thing:
There is no right answer.
Some people prefer to have things done for them. Others prefer to gain the knowledge that gives them increased flexibility and confidence.
Either way, it's worth thinking about what you want and how you're going to get it.
All the best,
A.