Will it really?

When you're thinking about adding a new component to your CRM system — an extension, a training program, a documentation system, whatever — you'll probably want to ask yourself a few important questions:

• Will it actually help me accomplish what I need? Does it actually do I think it does?

• Does it fit smoothly with my organization’s working style, or will we need to make adjustments there?

• What kind of effort will I need to maintain it going forward, and who will do that work?

• Will it do what I need right out of the box or does it need a lot of configuration first?

Taking the time to get these answers, before you begin, can save you a lot of pain and heartache.

Not to mention wasted time and money.

All the best,
A.