When selecting a CRM system it is important to firstly realise that this is not about a comparison of features from the various software vendors but recognition that you should make decisions based upon an analysis of your own requirements. This is the first stage in any CRM implementation process and will include investigating the current processes as well as recommending areas where a new system can provide benefits. These requirements should be recorded and form the basis of a system specification document.
The second stage is to identify a shortlist of potential candidates and to circulate the system specification to
