Things to keep in mind before purchasing that ERP and CRM software

Purchasing any enterprise-grade software such as ERP (Enterprise Resource Planning) or CRM (Customer Relationship Management) is undoubtedly one of the toughest decisions for a business to make. It is because this decision can reshape a company’s dynamics and if the implementation is not up-to-the-mark, the entire investment and efforts can fall-back in no time.

Today, a number of CRM and ERP solution providers are claiming to offer the best solutions today. However, it is always advisable to do your homework prior to making a choice. Here is a rundown on few important factors that you ought to bear in mind before you sign on that dotted line.

  • Support and Handholding

Nothing can be more irritating or annoying than having to wait to hear back from the tech support. In most of the metropolitans for instance, many CRM solution providers in Delhi provide support contracts that have a response time and thus, making it a practice to set your expectations accordingly. In fact, some ERP solution providers in Pune allow you connect directly to a tech support crewmember. However, when it comes to resolving the software issues, you might want to hold on a bit, since problem-solving often is a time-consuming process, as there is lot to be taken care of behind the scenes.

  • Training

Training for CRM/ERP software is something that a business cannot afford to overlook. If you do not know the nitty-gritty of your new CRM/ERP software, you certainly would be clueless about its right usage and potential. This is the reason why you ought to lay out all the processes and expectations to your vendor well beforehand. This helps to determine what the system can and cannot achieve for your business.

  • Budget/Cost

If you intend to buy some entry-level ERP/CRM system, budget is something that can take a backseat. However, if you are looking out for something that is cutting-edge and intuitive, you ought to look out for top ERP and CRM solution providers.

Consider the cost of support and secondly, keep in mind the cost of customization as well. For instance, a few prominent CRM solution providers in Pune and ERP solution providers in Delhi offer cloud and SaaS-based pricing models that allow you to upgrade the subscription plans as your business grows.

  • Software Bugs

Inevitably, software bugs truly are any IT company’s biggest nightmare. Thus, figure it out with the vendor as how it deals with the bug, if any shows up during or post implementation. Ask for post-implementation tech support. This is why it becomes all the more important to hire one of the reputed and esteemed ERP/CRM solution providers.

  • Adoption

The ERP or CRM solution you select should be devised for simple and easy user-adoption. All the stakeholders including every employee ought to become familiar with the software’s usage and potential.


Be it an enterprise-grade firm or a small business, all businesses crave for the same objectives and i.e., improved productivity, efficiencies across key business processes and business intelligence at fingertips. Therefore, it is advisable to keep in mind all these afore-mentioned factors before buying any CRM/ERP solution for your business.




Author is a creative cum technical writer focusing on cloud computing, business intelligence/ analytics, SMAC, CRM, ERP and human resource technologies. A self-made reared-up writer and poetic soul, Author is a wannabe Cloud evangelist with great penchant for Digital Marketing. She writes for Sage Software Solutions Pvt. Ltd., a leading provider of budget and user-friendly enterprise management solutions to small and mid-sized businesses in India.

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