Why a Discovery Call is Crucial for the Right CRM Software Selection
Selecting the appropriate CRM software is fundamental to achieving successful digital transformation. However, this process often falters when the crucial initial step—the discovery call—is minimized. A great discovery call acts as the stepping stone for the right CRM selection, implementation, and adoption. It serves as a necessary icebreaker, paving the way for subsequent steps such as a detailed discovery sessions or a product demonstration. The goal of this exchange is to genuinely understand why a CRM solution is needed, defining both the current and future scope of CRM work. The Dual Purpose of Initial Communication The initial discovery call helps both the client and the CRM consulting firm understand each other. The consulting firm introduces its business domain, experience, and the types of CRM software it can implement or consult on. Simultaneously, the client introduces their organization and industry vertical, sharing broad requirements, pain point...