{"id":5342,"date":"2022-01-06T10:18:18","date_gmt":"2022-01-06T09:18:18","guid":{"rendered":"https:\/\/norda-advisory.com\/how-to-select-a-crm-system\/"},"modified":"2023-07-07T10:43:17","modified_gmt":"2023-07-07T08:43:17","slug":"how-to-select-a-crm-system","status":"publish","type":"post","link":"https:\/\/norda-advisory.com\/en\/how-to-select-a-crm-system\/","title":{"rendered":"How to select a CRM system"},"content":{"rendered":"
<\/div>

How to select a CRM system?<\/b><\/p>\n

Based upon NORDA Advisory\u2019s proven guided methodology for Software Selection, the corresponding software is selected within 6 to 12 weeks Software selection should follow a stringent, compliant process. The individual duration depends on the business process scope as well as geographical scope you want to cover with your software.<\/p>\n

NORDA Advisory\u2019s best-practice process for software selection looks like this:<\/p>\n

    \n
  1. Scope<\/li>\n
  2. Shortlist + Fit-Gap analysis<\/li>\n
  3. Demo + Evaluation<\/li>\n
  4. Decision<\/li>\n
  5. Negotiation<\/li>\n
  6. Signature<\/li>\n<\/ol>\n

     <\/p>\n

      \n
    1. Scope<\/b><\/li>\n<\/ol>\n

      Based upon the selected business process scope from NORDA Advisory\u2019s business process map, the corresponding functional and non-functional business requirements are selected from NORDA Advisory\u2019s business requirement repository and copied to a client-specific business requirement list. The corresponding business requirements are discussed within workshops and either they stay, or they are deleted from the list. In addition to this, a minor set of business requirements are gathered within a workshop and added to the list as well. Afterward these business requirements are prioritized.<\/p>\n

      This approach guarantees efficiency, reduced time, and best practice.<\/p>\n

        \n
      1. Shortlist + Fit-Gap Analysis<\/strong><\/li>\n<\/ol>\n

        From NORDA Advisory\u2019s software vendor and package repository, the longlist is reduced to a reduced longlist based upon the business requirements scope. The reduced longlist is discussed, and the shortlist is derived from it in a workshop, without deviating too much or adding any other software vendors back to the list. The shortlist should not consist of more than 3 to 5 software vendors.<\/p>\n

        NORDA Advisory checks the capabilities of the shortlisted software vendors and map the business requirements against them. This is the so-called fit-gap analysis. Finally, clients get a result based around their business requirements scope.<\/p>\n

          \n
        1. Demo + Evaluation<\/strong><\/li>\n<\/ol>\n

          In this phase a closed collaboration with the shortlisted software vendors is required.<\/p>\n

          The NORDA Advisory proven guided methodology includes evaluating the software vendors based upon the following dimensions:<\/p>\n

            \n
          1. Functionality (result from fit-gap analysis)<\/li>\n
          2. Cost (information from software vendor)<\/li>\n
          3. Usability (client rating based upon NORDA Advisory\u2019s questionnaire for usability evaluation)<\/li>\n
          4. Integration (input from client in terms of IT System Landscape, evaluation by NORDA Advisory)<\/li>\n
          5. Extension (information from software vendor)<\/li>\n
          6. Risk (information from software vendor)<\/li>\n<\/ol>\n

            The result shows which software vendor and package is the best option for the client.<\/p>\n

              \n
            1. Decision<\/strong><\/li>\n<\/ol>\n

              The best-fitting scenario for your organization is picked and recommend it to the board by showing pros and cons and cost to get the necessary approval and support.<\/p>\n

                \n
              1. Negotiation<\/strong><\/li>\n<\/ol>\n

                Afterwards the client goes into contract negotiations with the selected software vendor.<\/p>\n

                  \n
                1. Signature<\/strong><\/li>\n<\/ol>\n

                  And hopefully sign the corresponding contract in time. We all know, the more we love to bargain, the longer it will take until we have an agreement.<\/p>\n

                   <\/p>\n

                  What is NORDA Advisory\u2019s USP?<\/b><\/p>\n

                  It guarantees increased efficiency, reduced time, and using the following best practices:<\/p>\n

                  \u2014 NORDA Advisory\u2019s business process map for scope selection<\/p>\n

                  \u2014 NORDA Advisory\u2019s business requirement repository consisting of functional and non-functional business requirements to select relevant business requirements from<\/p>\n

                  \u2014 NORDA Advisory\u2019s software vendor and package repository listing relevant vendors, packages, and their capabilities<\/p>\n

                  \u2014 NORDA Advisory\u2019s scenario modelling for software vendor and package evaluation<\/p>\n

                  Did we get your attention? Explore our CRM Software Selection and contact us.<\/p>\n<\/div>

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