The truth is, software companies are very good at putting together slick sales pitches focused on the software features that will create the strongest emotional reactions. They know that, if tied to strong emotional reactions, CRM buyers will latch on to these features throughout the CRM selection process. The momentum from these emotional reactions can carry a CRM sales team all the way through the purchase decision (to the detriment of other employees, departments, and the company).
While other CRM providers are trying to support their bloated sales teams, polish off their next slick feature demo, and scramble for acquisitions to make up for their lack of a platform, Microsoft is busy envisioning the future of the Office 365 and Dynamics 365 platforms to provide even more value. Even the smallest teams can afford Microsoft’s CRM platform, and growing companies will realize tremendous value and savings over time when compared with the alternatives.
Once you have found a great partner, identified your motivations for CRM selection, and settled on the right technology platform to drive sustainable growth, the only step left is to prepare for your CRM project discovery session.
Look beyond the features and evaluate whether the platform simplifies or complicates your day-to-day.