List on choosing a good CRM system

CRM software is designed to help businesses in building and maintaining relationships with existing and new customers. It all started with a simple Contact Management System to a robust tool that lets you manage POS, marketing, accounting and managing sales.

It is now evolved into an essential part of the tech tools for small businesses. When it comes to the cost of the CRM software, it greatly varies. Usually, you have a subscription-based pricing model and its price varies as per the features you choose. You pay on a monthly basis.  There are some vendors who also charge a monthly fee but only if you have a number of users.

Here are some tips on choosing a good CRM system for your business:

It must meet your growing business needs

Your business will eventually evolve and grow. The CRM you choose should keep pace with its growth. For instance, if over time you need to add more sales channels to your business, will the CRM be able to add new customers? That’s why it is recommended to choose a CRM that is dynamic and scalable otherwise it will only hold the growth of your business.

Choose a productive CRM

You will come across lots of such CRMs that are complex for your business. That’s not what you should choose. You will need such a CRM that runs smoothly with your sales cycle and helps you serve your customers. Such a CRM will facilitate you in making fast decisions. You can also look for a CRM that makes your business efficient and increase the productivity of your employees. Don’t go for such a software that slows down your sales.

Choose a SaaS-based system

Go for a SaaS software. 41 percent of the CRM sold in the year 2013 were SaaS-based. You will be getting an advanced CRM solution, it will be hosted on the cloud and the data stored on the system will be highly accessible. SaaS is run by third party providers and they are responsible for the maintenance and upgrade themselves.

Try before buying it

Since you will be investing in the CRM, never buy a product without trying out its features. Do not ever get fooled by the vender’s self-created hype. Whatever you are hearing about the software, you have to test. The CRM should deliver awesome functionally and it must meet the standards of usability. It should also integrate with the existing environment of your business. Trying it out will ensure that you haven’t picked the wrong product.

Look for the right vendor

The CRM you pick should be from a trusted vendor. You must get all the necessary details from the vendor such as his clients, expertise, partnership with big companies, support level and maintenance etc. You have to be confident about whom you are buying the CRM from.

Consider about ROI

Never make such an investment that does not pay you off in the future. That means you have to evaluate how the CRM you are choosing is going to improve the profitability of your business.  That’s why your CRM also should deliver ROI. This can be measured by the questions like these:

  • How has it helped in increasing sales?
  • Has lead generation increased?

In short, you need such a CRM system that meets your business expectations perfect.

Consider getting a mobile responsive CRM tool

A mobile compatible CRM will offer your staff access to the CRM infrastructure no matter where they are. But here are some parameters on which you should be choosing one:

  • It must have an enterprise-grade security.
  • The mobile app must be compatible with all major platforms.
  • It must also contain smart forms that can be customized by the entrepreneurs who want to access the features of their CRM through smartphones and tablets.
  • The CRM must have specific controls for disabling the data access and erase data from the device remotely in case of loss or theft.

The CRM should be fully customizable

Each business has its own unique needs. It is useful to have software that lets you address your unique business needs. If the CRM software is customizable, it will let you add filters, tags and custom fields and more according to your unique requirements and create a personalized sales report that is in sync with your business operations.

As there will be lots of options in CRM systems, you might get confused which one to go for if you don’t know your own business needs. Do some homework beforehand to make an informed purchase decision.

December 2018
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