Choosing a CRM Solution

When it comes to choosing the right Customer Relationship Management (CRM) solution for your business, there is a lot that you need to consider.  It is a process that takes time and requires careful planning, to ensure you get maximum return on your investment.

At Eureka Solutions, we have many years experience in helping companies like yours to implement CRM Software.  Eureka Solutions offer all three Sage CRM Solutions - ACT! by Sage, Sage CRM and Sage SalesLogix.  Each of these Sage CRM solutions is focused towards different business needs giving you freedom of choice to get the best CRM software for your business needs.  Below are four key areas you should consider when choosing a CRM solution:

1. Functionality
   The functionality that you require will have a big say when deciding the best CRM software for your business.  Once you have analysed your current business processes, and what needs to be improved on, you will have a better idea of the functionality that your business needs from its CRM solution. 
2. Business Size
   As well as being dependent on required functionality, choosing a CRM solution for your business may also be dependent on the size of your company.  Sage have designed CRM solutions for different sizes of business.  ACT! by Sage is designed for small businesses, Sage CRM for growing businesses and Sage SalesLogix for larger businesses.
3. Integration
   Although Sage CRM solutions function excellently as stand-alone products, integration with other products can make them even more powerful.  All three of the products integrate with Microsoft Outlook and Microsoft Office.  ACT! by Sage is part of the Sage 50 Suite and integrates seamlessly with Sage 50 Accounts as standard.  Sage CRM is the product of choice for the Sage 200 Suite.  As a result of tight integration with the strong financial and commercial system of the Sage 200 Suite, it drives deep business process automation right across the organisation from back office to front office.  Sage SalesLogix integrates with leading accounting and business management software, including several Sage applications, such as Sage 200.
4. On-Premise or Hosted CRM?
   There are several things to consider when deciding whether to go for on-premise CRM or hosted CRM.  These include cost, customer data sensitivity and internal IT resources.  To help decide between on-premise CRM and hosted CRM, Sage have created a whitepaper.  Download the Sage Whitepaper, On-Demand or on-premise CRM: 5 things to consider before making your decision.

Eureka Solutions can offer advice on choosing the best CRM solution for your business.  With many years experience in working with businesses like yours we are well placed to advise you through the buying cycle.  Contact us and one of our consultants will be happy to help.