ec4u defines minimum standards for the evaluation of the market because the cloud alternative for CRM users expert consulting ag is always interesting according to a recent study of the ec4u, moves for the company inevitably the topic of market evaluation in the foreground. Because the performance of these customer management solutions can vary considerably depending on the product philosophy and targeting. Sabine Kirchem, Senior Manager market research at ec4u, has therefore defined the minimum requirements for the range of cloud based products. This includes an individual agreement to the data security: 1 Anforderungsgerechtes function profile: This applies in addition to the planning and implementation of campaigns including the email marketing in particular the prospect, customer, activity management and reporting. 2. Direct usage option: the solution should ensure that employees in just a few minutes by entering their permissions on essential information such as Can access sales opportunities, customers, people and activities. 3. Seamless migration of data: all contacts stored in other systems, new customers, opportunities, etc.
must now be easily about easy to use user assistance in a CRM in the cloud over. 4. Easy back office integration: the benefit quality of application results far from their full integration into the existing IT architecture. For XML-based Web service APIs from the CRM vendors to offer that are provide for easy integration. 5. Multilingualism of the application: options for an international operation to use, the on demand application in multiple languages should be made available. This includes full support for all currencies and internationalization possibilities for creating data fields for billing and shipping addresses and phone numbers. 6 Simple illustration of existing business processes: the CRM solution must integrate easily into the operational processes,.
Therefore there are pre-built procedures for individual configurations that can be performed independently of the professional users in the ideal case. 7. Intuitive and easy to use interface: it is advantageous if the user of the solution have a surface according to the environment of desktop applications. This reduces training costs and increases acceptance. 8. Intelligent user assistance: necessarily context-sensitive help, built-in tutorials, and an einschrankungsloser telephone support through the CRM provider are necessary for efficient use and a high level of acceptance of the staff. For even more opinions, read materials from christopher ridgeway. 9 Scalability of the solution: companies are very dynamic organizations with a high degree of change. As a consequence, this requires also a scalable CRM solution for the flexible extension or alteration opportunity of the user circle. 10 Option to the later migration to an on-premise model: in this way the companies can ensure that it in case of a new strategic positioning or other reasons can switch easily into a classic in-house operation.