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If they don’t offer guaranteed fixed-price, run away

Platform: All | 0 Comments 02.25.2009   Jason Balliet Oe-admin
Categories: Deployment, Operations

If a software consultant doesn’t offer guaranteed fixed-price Epiphany CRM customization and configuration, run away as fast as possible. Inability or unwillingness to quote and adhere to a fixed price generally ties to a lack of knowledge about Epiphany CRM, or a larcenous spirit.

Yes, it typically takes years of painstaking trial and error to get comfortable with offering fixed pricing. But, would you rather help pay for that experience—or get its benefit after the trials and errors are completed and catalogued?

Of course, many application providers and vendors only want—or are able—to provide a product, not a solution. Then, there’s that large group that likes the lawyer model: charge every minute, with no end, or end-quote, in sight—the larcenous contingent.

Finally, there’s the bait-and-switch crowd. They quote a fixed price, then nickel and dime you to death with “unforeseen” developments and detours. Instead, look for a confident and competent Epiphany CRM consultant that doesn’t need to learn the product on your nickel. They can work more quickly—in days/weeks not months/years, in a smarter way, because they know the product inside and out—and how best to match its features and benefits to specific industries and company circumstances. Following are major Epiphany CRM deployment challenges that companies face, but that can be handled in a fixed-price fashion by a qualified consultant:

  • Replicating, configuring and leveraging data all the way through the CRM system
  • Getting a complete, well-rounded customer view
  • Installing system additions called for by system assessments
  • Integrating Epiphany CRM into other enterprise systems
  • Handling the full breadth of CRM needs—with add-ons and attachments to existing CRM systems to improve functionality in such areas as order tracking, RMAs, contact management, opportunity management, and quoting
  • Enhancing CRM processes that address such critical areas as education, certification and contribution
  • Solidifying partner understanding and use of the system
  • Optimizing web-based training
  • Providing personalized user interfaces that give people the information they need in the way they want it, and when they need it.
  • If a consultant gives you reasons why fixed pricing can’t work with deployment in the Epiphany CRM world, give that consultant the boot.

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