Critical Requirements For CRM In The Cloud

ec4u enjoys a rapidly growing approval at almost all levels of the IT-supported solutions expert consulting with tips for the selection decision the cloud idea. The CRM solutions, she takes an ever-greater attention in the market. Sabine Kirchem of the CRM consultancy ec4u expert consulting ag has compiled the success-related requirements for the range of cloud services for customer management: 1. define the function required: the features offered by the cloud solutions must naturally fit to the actual needs, and include the basic functions in any case for the planning and implementation of campaigns and email marketing. Because without a prospect, customer, activity management, or reporting a CRM solution-essential uses.

Also media communication Web and community-oriented features should provide as a result of the high acceptance of the social. 2. The operating costs accurately determine: the cloud software lies not least in the transparent Cost structures for the use of this service, the updating and extension of CRM software is covered generally about the monthly packages. But whatever internal costs about integration measures and training. You must also accurately identified.

3. Seamless transfer of data make sure: it is necessary that all contacts stored in other systems, new customers can be easily transfer opportunities, etc. It is advantageous if this process easy to use user support can be done. 4. Easy back office integration in requirements take: the selected cloud solution must allow a complete integration into the existing Office architecture. For this integration, proven Web service APIs should be offered by the software vendor. 5. Choose multilingualism: the business is everywhere becoming increasingly international, therefore, the CRM solution should be offered optional multiple national languages. This needs the full support of all Currencies and internationalization possibilities include creating data fields for billing and shipping addresses and phone numbers. Also labels as well as lookup tables and reports should be present in any number of languages. 6 Tools for mapping the CRM processes take into consideration: there are pre-built procedures for individual configurations to the figure of CRM processes into your CRM solution. The tools should be designed in a way that they independently and without any special technical support can be used by professional users. 7 Ensure the usability aspect: it is advantageous if the user will find a surface according to the environment of desktop applications and offered to context-sensitive help. Tutorials also reduce training, and increase acceptance. In addition the CRM provider should offer an einschrankungslosen telephone user support. 8. Do not abandon mobile usability: the worker processes are becoming increasingly mobile, is therefore the location-independent Use option of CRM software no luxury feature, but a mandatory requirement dar. And this is possible through native apps and not just a Web front-end optimized for mobile devices.