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Take the house hunters approach. For example, if you have a family of 6 it probably excludes the downtown loft you've wanted since college. Come up with a list of "must haves" based on your dealer group vitals and then some "wants" based on where you want to be. When I worked retail we formed a committee with 1-2 members from every department to create the must haves list and take demonstrations from providers. We boiled it down to 3 main criteria for selection... 1. Ease of use. 2. Accessibility: features such as mobile app, integrations, data extraction 3. Accountability[USER=2]@Alex Snyder[/USER] wrote a great and still relevant series about "How to select a CRM provider" a while ago. Tried to link to it but couldnt find it. If I know alex, this conversation might just make him write a new series.
Take the house hunters approach. For example, if you have a family of 6 it probably excludes the downtown loft you've wanted since college. Come up with a list of "must haves" based on your dealer group vitals and then some "wants" based on where you want to be. When I worked retail we formed a committee with 1-2 members from every department to create the must haves list and take demonstrations from providers. We boiled it down to 3 main criteria for selection... 1. Ease of use. 2. Accessibility: features such as mobile app, integrations, data extraction 3. Accountability
[USER=2]@Alex Snyder[/USER] wrote a great and still relevant series about "How to select a CRM provider" a while ago. Tried to link to it but couldnt find it. If I know alex, this conversation might just make him write a new series.
