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.