How to evaluate a Financial Services CRM Software


How to Evaluate a Financial Services CRM Software 2017



If you are looking to buy a CRM software for your Financial Services business, these are some guidelines to help you:

11 Questions to ask while evaluating a Financial Services CRM:

1. Does the CRM have features that satisfy your needs?

2. Does the CRM comply with your Financial Services business cycle?

3. Will the CRM enable you to measure prominent business parameters? Like sales, incoming deals, bounced leads, won deals, lost deals, etc.

4. Does the CRM have the ability to scale in terms of the user base & technology for the next 5 years?

5. Does the Financial Services CRM have measures to keep your data secure?

6. Is the CRM simple to understand and easy to use? Does it have a lucid interface which is easy to navigate?

7. Can you and your team use the CRM on the go?

8. Can the Financial Services CRM be customized to suit your needs?

9. What would be the annual cost of the Financial Services CRM?

10. Would the Financial Services CRM integrate with the softwares you use?

11. Would your sales people & brokers be able to multi task with sales activities like follow ups & client interactions?



9 Questions to ask while evaluating a vendor for Financial Services CRM:

1. How well does the vendor understand your business and sales process?

2. Does the vendor provide smart solutions for your business concerns?

3. Does the vendor give you a guided demo? What is your feed back after the demo? How is the first hand buying experience?

4. What are the CRM provider’s market credentials?

5. How is the post sales support? Does the vendor provide online or phone support?

6. What is the turnaround time for support?

7. What would be the duration needed to implement the Financial Services CRM?

8. Would the CRM vendor provide payment options?

9. Would the CRM vendor provide your employees with training and the required documentation to understand the CRM?



Check out a Financial Services CRM for more details about CRM for your Financial Services Business.

See our Financial Services CRM blogs for more resourceful reads.

Do you want an obligation-free consultation on Financial Services  CRM?

Contact our CRM Solution Architect via phone or email – Click here

Chat with our CRM Solution Architect (Mon-Fri, 10 am-5 pm IST) – Click here

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