8 Essential Questions Every Business Should Be Asking

8 Essential Questions Every Business Should Be Asking

Are you maximizing the potential of your CRM support provider? In today's fast-paced business environment, having the right CRM support is crucial for driving growth, enhancing customer relationships, and staying ahead of the competition. But with so many options available, how do you know if your CRM support provider is truly meeting your needs? In our latest blog post, we delve into the essential questions every business should be asking their CRM support provider. Whether you're evaluating your current provider or searching for a new one, this comprehensive guide will arm you with the knowledge and insights you need to make the most informed decision for your business. From customization and data security to scalability and training resources, we cover it all. Plus, as an added bonus, we're excited to announce a special end-of-financial-year offer: 10 support hours for just £75/hour! This exclusive offer is our way of helping you maximize the value of your CRM investment and propel your business to new heights. So if you're ready to unlock the full potential of your CRM support, dive into our blog post and discover the key questions you need to be asking. Don't miss out on this opportunity to elevate your CRM strategy and drive business success. Let's make this year your best one yet!

Maintaining strong relationships with customers is more critical than ever. That's where Customer Relationship Management systems come into play. Whether you're considering implementing a CRM solution for the first time or looking to switch to a new provider, asking the right questions can make all the difference in finding the perfect fit for your business needs.

At CRM Knowledge, we understand the importance of choosing the right CRM support provider. That's why we've compiled a list of eight essential questions to ask when evaluating your current or future CRM support partner. By asking these questions, you'll gain valuable insights into their capabilities, ensuring that you make an informed decision that aligns with your business goals.

Question 1: What level of customisation do you offer? 

Every business is unique, with its own set of processes, workflows, and requirements. That's why it's essential to choose a CRM support provider that offers a high level of customisation. At CRM Knowledge we understand the importance of tailoring CRM solutions to fit the specific needs of our clients.

When evaluating a CRM support provider, inquire about their customisation capabilities. Do they offer a range of customisation options, such as custom fields, modules, and workflows? Can they adapt their solution to align with your business processes and branding?

At CRM Knowledge, we pride ourselves on our ability to provide extensive customisation options for our clients. Our team of experts works closely with you to understand your unique requirements and develop a tailored CRM solution that meets your needs. Whether you need custom reports, personalised dashboards, or integration with third-party applications, we've got you covered.

Understanding the provider's flexibility and willingness to accommodate your unique requirements is crucial for ensuring that the CRM system meets your needs both now and in the future.

Customisation isn't just about making cosmetic changes—it's about optimising the CRM solution to enhance productivity, improve customer relationships, and drive business growth. By choosing a CRM support provider like CRM Knowledge that prioritises customisation, you can take full advantage of the benefits that CRM technology has to offer.


Question 2: How do you handle data security and privacy?

Data security and privacy are of utmost importance in the modern world. When entrusting your customer data to a CRM support provider, you need the assurance that it will be handled with the highest level of care and security.

When evaluating a CRM support provider, it's essential to inquire about their approach to data security and privacy. What measures do they have in place to protect your data from unauthorized access, breaches, or loss? Do they comply with industry standards and regulations, such as GDPR or CCPA?

At CRM Knowledge, we take data security and privacy seriously. Our robust security protocols and encryption technologies ensure that your sensitive information remains safe and secure at all times. We adhere to strict compliance standards and continuously monitor and update our systems to mitigate any potential risks.

Additionally, we provide transparency regarding how your data is handled and processed, giving you peace of mind knowing that your privacy rights are respected.

By choosing a CRM support provider that prioritises data security and privacy, you can confidently leverage CRM technology to enhance your customer relationships without compromising sensitive information.

Question 3: What is your approach to customer support? 

Responsive and reliable customer support is essential for ensuring smooth operations and addressing any issues or concerns that may arise with your CRM system. When evaluating a CRM support provider, it's crucial to understand their approach to customer support and the level of assistance they offer.

Inquire about the provider's customer support channels and response times. Are they easily accessible via phone, email, live chat, or any other platforms? Do they have a dedicated support team available to assist you with technical issues or questions?

At CRM Knowledge we prioritise exceptional customer support. We offer a dedicated customer portal designed to streamline communication and provide quick access to support resources. Through our portal, you can easily submit support tickets, track their status, and access a knowledge base of helpful FAQs and webinar based tutorials.

Our dedicated support team is available around the clock to provide timely assistance and resolve any issues you may encounter. Whether you have a simple question or require in-depth technical support, we're here to help.

Furthermore, we believe in proactive support, which means we not only react swiftly to your inquiries but also actively monitor your CRM system to identify and address any potential issues before they escalate. Our goal is to ensure that you receive the assistance you need, precisely when you need it, to keep your CRM system running smoothly and your business operations uninterrupted.

By choosing a CRM support provider that values responsive and reliable customer support, you can trust that your needs will be met efficiently, allowing you to focus on growing your business and nurturing your customer relationships.

Question 4: Can you integrate with our existing systems? 

Seamless integration with your current tools and platforms is essential for maximising efficiency and productivity within your organization. When evaluating a CRM support provider, it's crucial to inquire about their compatibility with your existing systems.

Ask the provider about their integration capabilities, particularly with Microsoft products. Are they able to seamlessly connect with Microsoft Dynamics, Office 365, SharePoint, or other Microsoft applications that your business relies on? Do they offer pre-built integrations or custom integration services tailored to Microsoft environments?

At CRM Knowledge, we specialise in integrating with Microsoft products. Our CRM solution is designed to seamlessly connect with Microsoft Dynamics CRM, Office 365, SharePoint, and other Microsoft applications commonly used by businesses.

Whether you're managing customer relationships, collaborating on documents, or analysing data within the Microsoft ecosystem, our integration capabilities ensure that your CRM system works seamlessly with your existing tools and workflows. By leveraging our expertise in Microsoft integration, you can maximise the value of your CRM investment and drive greater productivity across your organisation.

By choosing a CRM support provider that offers robust integration capabilities with Microsoft products, you can streamline operations, enhance collaboration, and empower your team to achieve more with your CRM system.


Question 5: What analytics and reporting features do you offer? 

Insightful analytics and reporting capabilities are essential for tracking performance, identifying trends, and making informed decisions within your organisation. When evaluating a CRM support provider, it's crucial to inquire about the analytics and reporting features available within their CRM solution.

Ask the provider about the breadth and depth of their analytics capabilities. Can you easily create custom reports and dashboards to track key metrics and KPIs relevant to your business? Do they offer advanced analytics tools for predictive analysis, trend forecasting, or customer segmentation?

At CRM Knowledge, we understand the importance of data-driven decision-making. That's why our CRM solution includes robust analytics and reporting features designed to empower your organisation with actionable insights.

Our intuitive reporting tools allow you to generate custom reports and dashboards tailored to your specific needs. We also offer seamless integration with Microsoft Power BI, enabling you to visualise and analyse your CRM data alongside other business data sources in real-time.

Whether you're tracking sales performance, analysing customer engagement, or monitoring marketing campaigns, our analytics capabilities provide you with the visibility you need to drive strategic decisions and achieve your business objectives.

Furthermore, our advanced analytics features leverage machine learning and AI algorithms to uncover hidden patterns and trends within your data, enabling you to anticipate customer needs, identify opportunities for growth, and stay ahead of the competition.

By choosing a CRM support provider that offers comprehensive analytics and reporting features, integrated with powerful tools like Microsoft Power BI, you can gain a deeper understanding of your customers, optimize your operations, and drive sustainable business growth.

Question 6: How scalable is your solution? 

As your business grows and evolves, it's essential to have a CRM solution that can scale alongside your organisation. When evaluating a CRM support provider, it's crucial to inquire about the scalability of their solution.

Ask the provider about their ability to accommodate your changing needs as your business expands. Can their CRM solution handle increased data volume, user growth, and additional functionalities? Do they offer flexible pricing plans or modular features that allow you to scale your CRM system according to your requirements?

At CRM Knowledge, we understand the importance of scalability. Our CRM solution is designed to grow with your business, providing you with the flexibility and agility you need to adapt to changing market conditions and customer demands.

We offer a range of support plans tailored to meet your specific needs and budget. Our Assurance Plan provides direct access to our experts for advice and guidance, ensuring that you have the support you need when you need it. For more extensive support requirements, we offer subscription-based support plans, including a 5-hour subscription with high-priority assistance and a 10-hour minimum subscription with the highest priority and additional benefits such as weekly update calls.

Our tiered support plans allow you to choose the level of support that best fits your needs, ensuring that you receive the assistance you need to maximise the value of your CRM system and drive business growth.

By choosing a CRM support provider that offers scalable solutions and flexible support plans, you can future-proof your business and ensure that your CRM system remains a valuable asset as you continue to grow and succeed.

Question 7: What training and onboarding resources do you provide? 

Effective training and onboarding are essential for ensuring that your team can fully leverage the capabilities of your CRM system. When evaluating a CRM support provider, it's crucial to inquire about the training and onboarding resources they offer.

Ask the provider about their training programs and resources. Do they provide comprehensive training materials, such as user guides, video tutorials, and documentation? Do they offer live training sessions or webinars to help your team get up to speed quickly? Additionally, inquire about their onboarding process. Do they assign a dedicated onboarding specialist to assist with implementation and setup?

At CRM Knowledge, we understand the importance of training and onboarding. That's why we offer a range of resources to help your team get started with our CRM solution quickly and efficiently.

Our comprehensive training materials provide step-by-step guidance on using our CRM system, from basic functionalities to advanced features. Whether you prefer written guides, video tutorials, or live training sessions, we have resources available to suit your learning preferences.

In addition to initial training, we also offer refresher training to ensure that your team stays up-to-date with the latest features and best practices. Our webinars are another valuable resource, providing opportunities for ongoing learning and skill development. These webinars can be customised to address specific topics or challenges that your team may encounter, ensuring that you receive personalised training tailored to your needs.

Additionally, our dedicated onboarding specialists work closely with you to ensure a smooth implementation process. From initial setup and configuration to data migration and system customisation, we're here to support you every step of the way. Our goal is to empower your team with the knowledge and skills they need to maximise the value of our CRM solution and drive business success.

By choosing a CRM support provider that prioritises training and onboarding, you can accelerate the adoption of your CRM system within your organisation and achieve faster time-to-value.

Question 8: What sets you apart from other CRM support providers? 

With many CRM support providers in the market, it's essential to understand what makes each one unique. When evaluating a CRM support provider, inquire about the factors that set them apart from the competition.

Ask the provider to highlight their unique value proposition and key differentiators. What makes their CRM solution stand out? Do they offer innovative features or functionalities that address specific pain points or challenges faced by businesses in your industry? Additionally, inquire about their track record of success and customer satisfaction. Have they received any awards or recognition for their services?

At CRM Knowledge, we pride ourselves on our commitment to excellence and innovation in CRM support. What sets us apart is our dedication to understanding our clients' unique needs and delivering tailored solutions that drive measurable results.

Our CRM solution is built on cutting-edge technology and best practices, empowering businesses to streamline operations, improve customer relationships, and drive sustainable growth.

Furthermore, our track record speaks for itself. We have a proven history of success, with satisfied clients who have achieved tangible benefits from our CRM solution. Our team of experts is passionate about helping businesses succeed, and we go above and beyond to ensure that our clients receive the support and assistance they need to thrive in today's competitive marketplace.

By choosing CRM Knowledge as your CRM support provider, you're not just getting a vendor—you're getting a trusted partner dedicated to your success. We're committed to delivering value, innovation, and exceptional service every step of the way, helping you unlock the full potential of your CRM investment and achieve your business goals.

As we approach the end of the financial year, we're excited to offer a special bundle of 10 support hours for just £75 per hour—our best pricing that you can usually only get on a 10 subscription model or when purchasing 40 hours. These hours can be used for any agreed service, whether it's training, customisations to the system, consulting, or strategising for the coming year. But hurry, this offer expires on Thursday, April 4th.

Peter Clements

Peter is the founder and chief consultant at CRM Knowledge. With an impressive background spanning over 20 years, Peter has established himself as a leading expert in CRM systems, particularly specialising in Microsoft Dynamics 365.Throughout his career, Peter has been dedicated to providing great support, training, and consulting services in the realm of CRM. His in-depth knowledge and hands-on experience with D365 have made him a trusted advisor for countless businesses seeking to optimise their customer relationship management processes.