crm software information

Hi my name is Yan, i am a consultant for Sherweb Solution inc. We are located in Canada. I am writing this review to guide any potential user in their CRM choice. I am not doing this as a seller and i do not want to be involved in your CRM choice.
Basically Crm is a client management software that will allow you to optimize your business revenue via better global management of several aspect.

So you wanna go for CRM , where to start ???

QUESTION TO TAKE INTO CONSEDIRATION

1.1 What kind of IT departement do You have to back you up ??

This will determine if you go to a hosting compagny or not.
If you do not have any qualified system administrator or technician
you definately need to choose HOSTED CRM, as CRM require a SQL database
and several complex element in the background.

1.2 what is the business needs ?
Before setting up your environnement or even thinking of
purchasing a crm liscense for your crm organization you
will need to make a deployement plan. This cannot be done without
proper preparation. Who will work in CRM ? Whats gonna be their role ?
which size of DATA im looking to store ? what is the differene in all the crm plan

1.3 The crm customization is also something you should check before
purchasing any crm liscense. Determine your business needs , see how does CRM customization is exactly working. An excellent ressource for learing about this one
is actually to watch some youtube video on crmdynamic 4.0.

Here you are , ready to purchase CRM. Once purchased create your crm site on your server , assign some liscense make sure that all security roles correespond to your employee task and LAUNCH THE BEAST.

if you have some problem while playing with your CRM i strtongly recommend you to seed myh personnal hosted crm archive on client side error.
Http://crmdynamic.blogspot.com


Hope that i have helped you in the FAQ on determining the best kind of CRM for you


Best regards,

Yan Desjardins | Microsoft CRM specialist
ydesjardins@sherweb.com