The question is no longer “should we get CRM software?” but what type of CRM software fits our company and its needs and customers best? It is similar to the question of how to pay for your housing – buy or rent?
Let’s look at some of the issues around the decision between web based CRM vs. premise based CRM:
- Security. Web based CRM information is probably kept in much stricter security than your company could have on its own.
- Integration. Web based CRM often has many integration interfaces. With more companies upgrading their architecture, the integrations are becoming less complex.
- Support. Companies selling all types of CRM are cutting back on the amount of support that is offered with the contract, but are willing to sell more support features and support time if the client wants to pay for it. Make sure that the support you want and need will be available when you want or need it.
- Data migration. Migration of data to a new CRM application is much easier than it used to be. The thing to be aware of is how you will get your data back if you should end your contract.
Many vendors offer both web based CRM and premise based CRM. There are even vendors that offer combinations or hybrids. And some that offer an option to move from one to the other.
According to Forrester Research web based CRM offers an economic advantage for smaller organizations while premise based CRM may be a better choice for large enterprises. For a company with less than 500 employees, web based CRM allows full functionality without the financial front end load and the need to retain IT staff “just in case” they are needed.
