When should you consider a universal CRM?
If handling contacts, deals and requests is a key process, start by checking these capabilities. Assess whether field work will require a separate tool or additional modules.
When should you consider an industry solution?
If one request passes through a dispatcher, field technician, warehouse and manager, ask to see the complete process. For IS PORTAL, also check the required projects, documents and reports.
What to show at the demonstration
Bring a real connection job, service request and equipment transfer. Compare the number of manual steps, employee usability and the amount of additional configuration.