How To Choose The Right CRM Software for Your Business
Choosing the right CRM is important for your business as it can help you grow, be more efficient, productive, and organized. But there are so many different options out there today that it can be difficult to choose the right one for your company. So, what makes a good CRM software package? What’s best for your business? Cloud-based vs on-premise solutions? Don’t forget that the most important thing is knowing what features you need and how those features fit into your overall goal of growing your company.
Do your research
It's important to do your research on CRM software because you’re choosing technology that will automate all your operations and directly affect your bottom line. It should have the features that will align with your business needs and also be easy for your team and customers to navigate. You also want a system that will grow with your business over time, so look for one that supports multiple platforms as well as mobile devices such as smartphones and tablets.
Know what features you want your CRM to have
You want your CRM to have the features you need, but it’s easy to get caught up in all the bells and whistles. If you don't know what features are most important for your business, or if there is a lot of hype about a particular feature and it really isn't worth it for what you need, then it can be frustrating. Decide what features are most important for your business and which ones should be a lower priority. Think about how your CRM system can be scalable and how many modules you can add along the way. Find the balance between features and usability..
Think about your future needs
You’re going to want to think about what you’ll need in the future. If you are growing your business, then it’s likely that you will have a need for more users and/or functionality as well.
Here are some questions to ask yourself:
1- Do I plan on adding new users? If so, how many do I anticipate hiring over time? This can help determine which solution is right for your needs now and in the future.
2- Do I already have an existing CRM system in place that works for my current level of users but isn’t ideal for growth (or vice versa)? Can this be upgraded or replaced with something better suited for expansion at some point down the line?
Make sure your CRM will work with other software you use
You’ll also want to make sure your CRM will work with the rest of your business. For example, if you use an email marketing software and a customer service platform, these two tools should be able to integrate seamlessly with each other. If this isn’t possible or doesn’t make sense for your specific needs, it’s better off choosing another program instead.
Make sure your sales and marketing teams are involved in the decision-making process
If you’re the kind of person who likes to keep things simple, then the CRM software that comes with your phone or computer is probably fine. But if you want to be more strategic in how you manage your business and send out emails, then it might be time to get a different option.
When choosing which CRM solution is right for your organization, make sure that both sales and marketing teams are on board with the decision. Sales teams should know what kinds of features their managers will need so they can better support them in their roles; marketing needs access to all customer data so they can tailor messaging accordingly (and vice versa).
Ensure that the CRM is affordable
You can’t choose a CRM that’s too expensive for your business’ financial needs. It should be economical and fits your budget. It’s a good idea to go for a test drive before purchasing any software. In this way, you’ll be able to understand how it works, its features, usability, and if it’s a good fit for your business model for the price.