- Where do you store your leads?
- How are you tracking your sales?
- Can you describe your marketing processes?
This line of questioning helps me get a better grasp on the intended goals for the CRM implementation. I then translate this information into functionality contained within software packages such as SugarCRM and voila! we have a CRM system.
Conversely, clients tend to also present a wide range of questions and covering a variety of topics, some more technical than others, but all equally interesting. One question in particular that I often times encounter is the following:
Which CRM system is best?