Top tips for selecting the right CRM solution for your organisation

Making the right digital choice is not all down to technology.

Having a robust CRM system is key when looking at continued organisational growth, today data-based decisions are not only possible but key to the success and continued growth of an organisation. Many organisations are at odds with their current systems, perhaps it’s due to age, they’re no longer fit for purpose, there are lots of manual workarounds, there’s a lack of trust in the quality and integrity of the data or you’re just not able to capture the information needed from members. We are all asking ourselves lots and lots of questions every day as we strive to drive growth and member engagement; challenges with CRM systems have been stated amongst the top challenges for the last three years for membership organisations (Memberwise digital excellence survey 2019).

In our experience, there are a few key areas to consider before you make any future decisions.

1 – Business Requirements  – Do you know what you are trying to achieve now and in the future.  Understanding this will help you when looking for the right system.

2 – Business Process Mapping – Do you have a clear view of all the processes your organisation run that need to be supported by the CRM?

3 – Data – Do you know what you have and where? Many organisations doubt the data they have but understanding what’s there and making sense of the silos can often be enlightening.

4 – Users – Do you have a clear view of the challenges from a user perspective?

Once you understand the above looking for potential partners becomes more straight forward. Vendors will promote all the benefits they can offer, all the latest technology and bells and whistles being swayed by this is all too easy, therefore, having a clear understanding of the points above will help you identify what you actually need and importantly why.  You can also address the potential user adoption challenges right from the start.

You have to keep in mind that there are no perfect suppliers but when you address these areas you will be able to make balanced and informed decision. We have written an article outlining our thoughts on the supplier selection process – are you making a fully informed choice, that you may also find of interest.

We have also written a number of articles that may be of interest on your digital journey. Never be afraid to ask, we are always happy to offer unbiased advice and recommendations.

Chrysalis Digital provides a digital transformation service designed to help build a more agile, efficient and innovative organisation. With its broad cross-sector experience Chrysalis has helped many organisations map their digital path and through careful planning and assessment, choose the right technology partners.   Chrysalis Digital is 100% agnostic when recommending CMS and CRM suppliers to its clients.

If you need any help with the next steps in your journey please call Ben Sturt on 07469 768990 or email