1. Templates to help select the right system for your business and ROI
Choosing a CRM system and getting ROI
Templates to help select the right system for your business and ROI
Customer Relationship Management - CRM
Michael Evans
Chief Thinker & Do-er at Beyond-Consulting:
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2. Key Points To Consider
It might sound obvious, but when you’re looking to implement a new CRM system, it’s important to evaluate options against the specific needs of your business:
What are you trying to achieve?
What do your processes look like?
This is a great time to re-evaluate your processes to improve them and eliminate inefficiencies
How do the users of the system work?
Are they office or field based?
Do they have connection to the internet all the time?
What other systems do you need to share data with?
Finance, order processing, website leads etc
There are many more factors to consider, so your should approach the selection of a new CRM with a structured process.
This presentation is intended to give you templates to guide you through key steps you should cover, in the selection process.

3. Create A Great Customer Journey
Map out your ideal customer journey
Identify benefits provided by improvements in the process
Consider communication internally and externally

4. Quantify The Benefits
Identify and quantify what improvements the CRM system could bring.
Use this to prioritise features of your ideal CRM systems.
Opportunity Identified
Benefit to Business

5. Prioritise Changes
Put a benefit value against the improvements a new CRM system will bring you.
Use this to recommend and justify the investment in a new CRM system.
Priority
Phase
Opportunity/Process
Expected Return p/a 1 2 3 4 5 6 7

6. Shortlist CRM Systems Don’t forget ongoing costs: Support
Layout changes / new fields and values
Upgrades / new features