How to successfully deliver your CRM project with Clarity, Simplicity and Certainty.
-Scott Fuller, Xception This is the third in a series of six articles looking at how to successfully deliver your CRM project. Taking the time to look past the functional capability offered by a company will determine if you want a Partner or a Vendor. There are very good reasons to purchase your CRM solution from a Vendor, implement it asap and then just pay the Licence Fees for the term of the Agreement. Full Stop!! There are however more and far better reasons to look ahead to see how your full CRM ecosystem (Refer to Article 2 in this series) will support the evolution and growth of your business in the long term and how valuable a Partner can be. The behaviours of your Partner, vs a Vendor, are highlighted in Table 1 below. In short, a Vendor will give you exactly what you asked for and how you can leverage the generic capability and services. A Partner will take the time to understand your business, as well as technology, requirements and use them to drive out the right solutions. Project Factors Partner Vendor Shared Vision Drives the program Fits it to the tool Detailed Requirements Designs solutions Presents capability Functional Fit Customises for purpose Allows configuration Acceptance Testing Fully involved Facilitates how-to Training & Support Personalised / Periodic Modular / Static Resources – Time & $$$ Quoted / Evolves Fixed / Inflexible Table 1 – Partner vs Vendor So before starting your search for the right CRM, start by deciding the characteristics of your Partner, or Vendor. Will you deal directly with Vendor or via an implementation Partner? Either way, how do want to engage, what involvement do you expect, what services will you require to compliment your in-house resources? Is it more cost effective to pay an […]