SaaS Expands CRM Value …
here’s how

CRM plays an important role in a company’s overall financial ecosystem. Activities tracked here are critical to measure the overall spend picture. SaaS for Expense Reporting and Invoice Management are just a couple of areas to consider during your analysis when choosing a new CRM system. SaaS applications (working together) can provide great visibility into the company by sharing and leveraging the data and information captured during these activities.

Some checks and balances as you research:

• Does the CRM integrate out of the box with other types of applications your company needs?
  Look for partner programs that offer validated applications. This means the two have been through a certification process. Tested, re-tested, and most importantly — have a formal process for resolving issues.
• Can you make configuration changes to the CRM without the help of the vendor?
  This is the mark of a modern SaaS solution. Ideally you can and the vendor offers assistance for complex configuration adjustments. Ask that question of the other applications as well.
• Are pricing models complementary?
  Often times SaaS offerings fall apart here and use a legacy pricing model. Do some serious legwork in this area and line up the pricing models for all SaaS applications together.
  Still make business sense? Then it’s a ‘go’!