Be Prepared: 12 Questions To Ask About A CRM Vendor Before Signing UpBe Prepared: 12 Questions To Ask About A CRM Vendor Before Signing Up

How long has the vendor been in business, and what is the history of its business?

Does it have experience and customers in your industry?

What is its technical direction, such as its Web strategy and plans for expanding CRM modules?

Who is on the management team, and what's their background?

How is it financed?

Is source code included with the product? If not, customizing will be limited.

What training does it offer? User, systems administrator, training your trainers?

How does it support the software?

What's included in the maintenance agreement?

What's the warranty period, and what is its bug-fix policy during this period?

Does it implement the software itself or use a third party?

How important is your piece of business?