Choosing a CRM · ASRR Tech
What should you ask a CRM vendor?
Ask about your workflow, available integrations, support and change costs. Request demonstrations and a clearly bounded implementation scope.
A practical example
The vendor shows how a wrongly assigned enquiry is corrected.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Request a process demo.
- Discuss exceptions.
- Record assumptions.
What does success look like?
Important answers appear in the agreed scope.
Test this with a recognisable record and have a colleague review the outcome. Note missing information or decisions. Use that finding to improve a working agreement before applying the process more broadly.
Choosing a CRM: the wider process
Choose a CRM around the work your team performs each day. Take a real enquiry and follow it through to the next appointment or quotation. Record missing information, handovers and exceptions. Use that journey as the same demonstration script for different vendors. Ask each vendor to show the configuration, integrations and support it requires. Assess the complete workflow, including manual work that remains. A feature becomes useful when an employee can use it to carry out the process you have agreed.