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Select the Right CRM Software

Info-Tech Research Group, March 2010


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Complex CRM Suites can leave a sour taste!

Your Challenge:

- Leading CRM suites are too expensive and overly complex for most SMBs.

- CRM leads the SaaS movement, making delivery method a key consideration for CRM product selection.

- CRM product selection is almost as cumbersome as CRM implementation; too long and costly. Use the CRM Decision Diamond (TM) to shorten the process.

Our Advice

Critical Insight :

Organizations are pushing back on traditional and complex CRM suites in favor of platform-like solutions, allowing integrators to build specific solutions.
CRM software delivered as a service, led by Salesforce.com, is a mature, viable technology option for most SMBs. Microsoft has evolved into a leading CRM vendor with Dynamics CRM v4; boosted by the natural and extreme Outlook integration.

Impact and Result:

- The CRM Decision Diamond (TM) will help you select the right CRM feature set and app delivery method to achieve immediate value and long-term flexibility.

- The CRM Decision Diamond ™ shortens selection time by examining pre-screened vendors specifically recommended for SMBs.

- The CRM Decision Diamond ™ allows you to spend your consultancy budget on CRM implementation, instead of selection.

Get to Action:

1. Analyze market trends for on-demand CRM vs. on-premise CRM.
Select an appropriate delivery model for our organization.

- Storyboard: Choosing a CRM Software Solution
- The 2009 Mid-market CRM Landscape Summary: SaaS Fully Matures
- On-Demand vs. On-Premises TCO Calculator

2. Compare major CRM vendors and products against each other.
Create a shortlist of appropriate vendors and technologies.

- Customer Relationship Management Solutions

3. Evaluate specific CRM products and vendors in more depth.
Select the right vendor for our organization.

- Customer Relationship Management: Microsoft Dynamics CRM v4
- Customer Relationship Management: Oracle Siebel 8.1.1
- Customer Relationship Management: RightNow CX August 09
- Customer Relationship Management: Salesforce.com Summer 09
- Customer Relationship Management: Sage SalesLogix v7.5.1
- Customer Relationship Management: SAP CRM Version 7.0
- CRM Vendor Shortlist Preparation Tool



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