How To Choose The Right CRM

Customer Relationship Management (CRM) systems are known to help in fueling the growth of your business. This is why businesses of all sizes turn to them to help in achieving greater levels of success. Here are five tips on how to choose the right CRM

The right CRM tool should help you stay competitive by allowing you to:

Keep track of your interactions with all customers

Stay in control of sales and marketing efforts

Maintain strong relationships with existing customers

Sell more products and services

Improve communication between sales and marketing teams

Find and keep new customers

Here are five things you might want to consider when choosing:

Focus on your needs

One of the biggest mistakes companies make when choosing a CRM tool is they concentrate on the features and functionalities and forget to prioritise their business needs. You want to consider your budget, what you’d like to improve in your processes.

Cloud Vs On-premise

With a cloud solution, you simply log in and access your information. However, if your internet connection fails, you will be unable to access your data. With an on-premise solution, you own the software, and it is hosted physically at your location. You will not have to deal with recurrent subscription charges. However, you will need an in-house IT staff and the necessary hardware and software.

Ensure you can integrate with other applications

To streamline your business operations, you want to ensure that the CRM system can integrate with other applications you already have. This would include accounting, HR or ERP software as well as eCommerce platforms you’re already using for your business.

Ensure it is flexible

When choosing a CRM system, ensure that it can be used through various devices, Mobile, computers, tablets. Look for a solution that can use a wide range of web-enabled devices.

Request a demonstration and test drive a free trial

It’s always a good idea to test out the software before committing to it. After you have used the trial version and you have an idea of how everything works. You can do this with more than one vendor so you can compare the differences and their strength and weaknesses.

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Sources:

SuperOffice

European Business Review

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