20 Point CRM Check List


This quick guide will help you understand the basics of adopting a CRM and what you need to consider.

1. What are your aims and objectives? What do you need the CRM to do specifically, send messages, collect leads, create invoices etc?


2. If CRM is new to you, get some advice on what will work best and deliver everything you need. Tickety Boo provides a full migration and project management service, so if you need advice, take it.


3. Will an off the shelf system be perfect for you? SaaS CRM like Salesforce and Hubspot are great, but you have to have a system built their way and not yours. Would a bespoke solution give you a better ROI?


4. Do you want to host it in the cloud? It is cheaper, safer but is it right for you?


5. How many users do you need? If the cost is based on the number of users, would having a bespoke solution with unlimited users be a better option?

6. If you choose a SaaS CRM you will be sharing space on a communal server. The safest CRM are bespoke and stored on their own server. This is more expensive but depending on your data, it may well be worth the cost.


7. Ensure your CRM is the right specification. It has everything you need and does not include unnecessary functions.


8. Does the CRM have an easy to use interface? It is one of the most important considerations, if it is complicated your team could be slow to adopt it.


9. Automation can make a world of difference. Ensure your CRM has the functions that you need. The provider should be able to advise you on what would work best for your needs.


10. Ensure your data is secure and backed up. UK law states you are responsible, not the software provider. So make sure your data is secure and you have access.

11. Is support included? The majority of CRM providers charge extra for support services. We do not charge and support is always free, so whoever you use, ensure you have the right level of support.


12. Additional services such as automated email can be an extra cost. So ensure your cost estimates include all the functionality you need.

13. Get your team involved in the process at an early stage. If they are made a part of the process you have a much greater chance of migrating to CRM without adoption issues.

14. When considering who can access your CRM, create a number of roles. These are different levels of access.


15. Ensure your provider allows you to download all your data when you want to. Otherwise, you may not be able to leave if circumstances change.

16. Create a spreadsheet for your new CRM. Add a different heading for each field of data, (First name, Surname, Mobile, Office number etc). Ensure that the spreadsheet has all the data from your business. That should be the basis of what data your CRM should hold.


17. Ensure the CRM can automatically import contacts directly into your CRM.


18. Email is the new lifeblood of business, so ensure you use a provider such as Google or Microsoft, and that it works directly with your new CRM.


19. Ensure you collate all your companies contacts, then make sure they are added to your new CRM database.


20. Finally, ensure your proposed CRM can do exactly what you need it to do and consider all the options, CRM providers do not always provide all the facts.



More Resources

CRM as a Service  |  CRM Check List  |  The What, Why and When  |    Interactive CRM Guide 

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