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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