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Buying CRM - Why is buying CRM like building a house? Slide 1 Buying CRM - Why is buying CRM like building a house? Slide 2 Buying CRM - Why is buying CRM like building a house? Slide 3 Buying CRM - Why is buying CRM like building a house? Slide 4 Buying CRM - Why is buying CRM like building a house? Slide 5 Buying CRM - Why is buying CRM like building a house? Slide 6 Buying CRM - Why is buying CRM like building a house? Slide 7 Buying CRM - Why is buying CRM like building a house? Slide 8 Buying CRM - Why is buying CRM like building a house? Slide 9 Buying CRM - Why is buying CRM like building a house? Slide 10 Buying CRM - Why is buying CRM like building a house? Slide 11 Buying CRM - Why is buying CRM like building a house? Slide 12
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Buying CRM - Why is buying CRM like building a house?

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This presentation takes you through the planning and considerations you should make when considering a CRM purchase. We use the analogy of buying a house to help explain the requirements.

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Buying CRM - Why is buying CRM like building a house?

  1. 1. Why is buying CRM like building a house? 
  2. 2. The builder of either will need to have some definition to work to, in order to start quantifying the effort. Both a house and a CRM have common features.
  3. 3. 1. Project Definition  Everyone can relate to a house and relate to the process of asking a builder to build them a house and asking how much will it cost.  Requirements & costs 
  4. 4. The builder will have to ask,  ok what type of house? Bungalow, 2 stories, 3 stories, a cellar, how many bedrooms, how much living space, bathrooms, stairways? Do you need Company/Accounts, People/Contacts, Leads, Tickets/Cases (customer service), Opportunities, Products, Quotes? In both scenarios, a similar conversation will occur to gain a broad outline of the requirement. A CRM provider will need to ask:
  5. 5. The buyer might say, well I would like a swimming pool, an office/study, observatory! as well.  At this stage the builder may be able to give a broad budget estimate, but it would be dangerous to consider this as a close estimate. 2. Custom requirements
  6. 6. The house/CRM system needs to be designed to ensure it can be built.  At any point in the process, there will be compromise. A nice to have feature may be too expensive, it may take too long, it may not be technically feasible. It could become a future extension or phase. 3. Architect and Design 
  7. 7. The architect and/or builder will have to review the impact of this new request on the design and the cost of incorporating that change and apply that to the overall cost. In the build process, at any point there maybe a change of mind or a new feature request. 4. Scope Creep
  8. 8. In CRM terms, integration could be considered the same as connecting your new house to water, waste, power, internet etc. These all taking planning and consideration, the same for integration. 5. Connecting up the Utilities
  9. 9. When moving from one house to another, you would be considering how furniture will fit into the new house? Will you have enough to make the new house “work”? Will it be the right colour? The same thoughts need to be applied to the data that needs to be migrated to your new CRM system. 6. Moving In 
  10. 10. You may have duplicate beds, sofas, tables etc. When moving to a new house you might decide what you are going to take with you before you move.   It’s just the same with data, you may get duplicates. 7. Multiple Dwellings/systems The task is further complicated if you have to move from multiple dwellings.
  11. 11. 8. Data Quality  At QGate, we help the buyer to identify the value of the data they have and only bring across the data sources that will add value to the new system. The result of providing great quality data into a simple and effective CRM system is a must, and will provide huge benefits very quickly.  Essential for  successful  CRM implementation 
  12. 12. Thank You! Read the full article here.

This presentation takes you through the planning and considerations you should make when considering a CRM purchase. We use the analogy of buying a house to help explain the requirements.

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