This is the second in a series of articles that focus on whether you and your firm should have your CRM in the cloud.
Where’s the data?
I remember a number of years ago not long after the Internet took off, I recommended Internet-based data backup to a number of our clients. The reaction was the same as if I had asked them for a date with their wife. Anger, outrage, disbelief, you name it. “There’s no freakin way I’m gonna put MY data out on the Internet!” And that was that. Settled.
Today, of course, data on the Internet is much more commonplace. Firms that offer cloud-based backup such as Carbonite, generate millions of dollars in revenue backing up small company data onto the Internet.
Still I get resistance from some small company owners when I mentioned web-based CRM or web-based accounting or ERP software. They’re still a bit skittish about it.
So decide whether that’s an issue for you. Cloud-based CRM’s certainly do provide nice automated backup of your data. No tapes, no tape drives or USB thumb drives.
But ask, can I download my data anytime I want? Can I export all of my data should I migrate to another program? Can I even get my data at all should I decide to migrate to another application?
Get these and other questions answered up front and in writing before taking the plunge.