So, you want to acquire a client relationship management system for your practice. There is a wide variety of products available, offering a mind-boggling array of features.

In order to ensure that you’re getting a CRM system that best suits your practice, follow these steps:

> Hire a consultant to assess your needs and make recommendations.

> Decide what you want your new system to do.

> Specify how the new system will integrate with existing databases.

> Consider the extra features you would like, such as integration with email and telephone systems.

> Choose between a web-based and a desktop system.

> Keep it simple at first and add features over time.

> Get the team involved, and focus on training.

> Remember what it’s for: to improve client service.