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So you think you’re ready to implement a CRM system, but are you sure? There are a few things to consider before you begin your search for that perfect CRM vendor partner.
OUR TOP 9: WHAT TO LOOK FOR IN A CRM PARTNER
Armed with a well-articulated strategy, a multi-disciplinary team and an understanding of a timeline, you’re ready to begin considering a CRM vendor partner. Here are nine important components to consider:
When you look at case studies, make sure you understand EXACTLY what it is that those example organizations purchased. What is an add-on? What comes out of the box? What comes with it and what doesn’t?
Make sure you understand what the tool will look like on your end. Is it easy to manage?
So when you feel like you don’t understand…can your CRM partner help? Will it cost more or is support included? These are important things to understand in the selection process.
UNDERSTANDING THE WIDE ARRAY OF VENDORS
Not all CRM vendors are created the same. There are healthcare-specific vendors or cross-industry solutions. There are proprietary solutions or universal broad platform solutions. There are vendors who serve very large clients and some who serve small. Some CRM vendors offer an array of peripheral products or services while others do not.
Be sure to understand as much as possible about the vendors out there – again, do your homework! How big is the vendor? What have they done? Who have they worked with? What other third-party providers or consultants are out there who can perhaps help you through this entire process?
IT’S COMPLICATED
Corrigan Consulting’s business partners, Klein & Partners and Greystone.net, recently released a study where they noted healthcare marketers are losing confidence in their CRM efforts. While healthcare marketers feel their social media, web and digital strategies are improving, or at least holding steady, they reported their CRM confidence was sliding – from a 2.75/4 rating in 2016 to a 2.5/4 rating in 2017 to a 2.4/4 in 2018.
Selecting and implementing a CRM system is a complicated undertaking. Unfortunately it’s not simply buying software and flipping a switch. It’s a big project. You’re looking for a true partner. It’s a significant investment of time, resources and dollars. Don’t rush the process. Do your homework. Take the time to do it right from the outset, and your hard work will pay off in the long run.
Need assistance selecting the just-right CRM vendor partner for your hospital or health system? Corrigan Consulting can help. Drop any of the partners an email, give them a call, or reach us at info@corriganconsulting.com.