10 Essential Questions to Ask Potential Vendors in CRM DEMO
Choosing the right CRM software can feel overwhelming with multiple options available. To simplify your search, here are 10 essential questions to ask potential vendors while taking a CRM Demo to help you narrow down your options and find the best fit for your business. (1) What Setup and Transition Support Can You Offer? Ensuring a smooth implementation is critical to your CRM's success. Ask vendors about their setup and transition services. How long will the onboarding take, and what support do they offer? (2) What Does a Standard Implementation Look Like? During your CRM Demo, get a complete overview of the implementation process. Ask vendors for a detailed explanation of what a typical onboarding process looks like to understand what’s required on your end. (3) Tell Me About Your Company’s Mission Remember, choosing a CRM vendor is also about choosing a business partner. U...