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44 Questions to Ask Before Buying A CRM

Will I love my CRM? and 37 other questions before you buy a CRM

I have compiled a list of question to ask before buying a CRM. Comment below to add any I have missed. 

  • How fast does support answer the phone?
  • What is you typical support response time?
  • Does each of our locations get a dedicated (non sales) rep?
  • How does the CRM work with e-leads and Internet inquiries?
  • Is the CRM certified with my brand?
  • Will I be able to import my contacts from Outlook or Excel?
  • Will I be able to import my contacts from my Gmail?
  • Will I be able to keep meeting notes in the CRM?
  • Will AutoRaptor integrate with my current DMS (Dealer Management System)?
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  • Will I be able to attach documents, scanned business cards and contracts to contacts in CRM?
  • Will I be able to access my contacts on an iPhone or Android phone?
  • Will I be able to set a follow-up task after I enter a note?
  • Will I be able to keep track of the last time I talked to someone?
  • Will I be able to import contacts from my Mac address book?
  • Will I be able to get task reminders via email/SMS on my cell?
  • Will I be able to access my contacts if I’m in someone else’s office?
  • Will I be able to keep important emails in the  CRM?
  • Will I be able to easily export contacts, notes, and emails from the CRM?
  • Will I be able to attach a signed contract directly to a contact?
  • Will I be able to use the CRM to remind me of a client’s birthday?
  • Will I be able to store all my contact’s contact info in the CRM?
  • Will I be able to use the CRM together with my co-workers?
  • Will I be able to see a map of where a contact is located?
  • Will I be able to see a list of everyone I know with a single area code?
  • Will I be able to tag a group of contacts so I can easily find them later?
  • Will I be able to keep some tasks to myself and share others with everyone?
  • Will I be able to use the CRM to keep track of conversations with vendors?
  • Will I be able to forward important emails directly to the CRM?
  • Will I be able to set a reminder to call someone back in 30 days?
  • Will I be able to use the CRM on a Mac? A PC?  An iPad?
  • Will I be able to keep some contacts private so only I can see them?
  • Will I be able to use the CRM to remember who I talked to last week?
  • Will I be able to comment on a co-worker’s conversation notes? And collaborate.
  • Will I be able to categorize my tasks, emails to send, calls to make?
  • Will I be able to store background and biographical info on each contact? And link them with others like spouse coworker etc.
  • Will I be able to see a list of all the CEOs I know in a town?
  • Will I be able to use the CRM to remind me of someone’s anniversary? Yea and any other memorable date you would like to remember.
  • Will I be able to find out what time it is in a different time zone?
  • Will I be able to see a list of all the people within a company we’ve talked with?.
  • Will I be able to keep related notes together in one place in CRM?
  • Will I be able to integrate CRM with mailchimp.com services? It was the first thing we built into our CRM.
  • Will I be able to capture data from a web form and send it to the CRM?
  • Will I be able to upgrade, downgrade, or cancel any time? Yes and you can export your data at any time as well.
  • Will I love the CRM?

By Kevin Leigh

Entrepreneur / Writer / Serial Growth Hacker

As the son of immigrants, Kevin Leigh lives the American dream and understands the value of hard work and enterprise.
Leigh’s family immigrated to the United States from Ireland when Kevin was just 13 and Kevin has spent his adult life building a successful career while always staying grounded in his Irish roots.

Leigh studied at Drimnagh Castle in Dublin Ireland and in Lancaster, NY and has spent the past 34 years working primarily in the automotive industry. Leigh’s work has involved sales, business development, digital marketing, software development and growth hacking.

Leigh was the Director of Finance for an Auto Nation Dealership in Buffalo New York. for almost 14 years, working with Mike Maroone and his Father Al. Then Leigh spent nearly 17 years with West Herr Automotive Group, the a top 25 dealer group in Buffalo, as the Director of Business Development and Digital Marketing.
In both positions, Kevin was successful in implementing programs that increased both the size of the businesses and their profits. In one perticually successful project for West Herr, Leigh’s team created used vehicle inventory management software resulting in a 300+% growth in used vehicle sales. When Kevin left West Herr, the company was delivering almost 40,000 retail automobiles and another 15,000 profitable wholesale transactions.

Most recently, Kevin Leigh co-founded Dealer Simplified, LLC, a company dedicated to simplifying automotive software. Leigh has called this venture his passion and it allows him to combine his entrepreneurial skills with his ability to utilize current technology to create more effective automotive solutions. The goal of Dealer Simplified is to jump-start the profit centers in dealerships while keeping the processes and software simple and easy to understand and implement.

Kevin Leigh is also an accomplished author and is passionate about writing and blogging. His latest novel, “Gollup the Woods” was inspired by the stories he heard from his father on their many trips through the Irish countryside. The novel is targeted towards young adults and features the adventures of orphaned twins with magical powers.

Kevin currently resides in Alden, New York with his wife Mary and their three boys. Leigh spends his spare time volunteering with various community organizations and is active in the Geocaching community.