How to Choose the Right CRM Software for Your Business?

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In today’s crazy-busy, crazy-competitive world, we are always looking for ways to take our businesses to new levels. One of those ways is using the right CRM System.

But in today’s competitive world, every business is different. So, how can you choose the best CRM system for your business?

It is important to choose just the right CRM software business to make use of its full potential truly, and this task is not as easy as it might seem.

Why – In Order!

The first thing you need to ask yourself is why do you need a CRM software? But don’t just know your reasons, you have to also put them in the order of importance for you and your business.

Here are some of your reasons – in random order:

  • Track Customer Base
  • Manage Relationships
  • Offer Connectivity between teams
  • Increase productivity
  • Increase profitability
  • Track Leads and their activity
  • Track Opportunities and Closing Rates
  • Organize Business Operations

SEE ALSO: 8 Reasons Why Small Businesses Need CRM

Now, put those in the order of importance to you. When going through your CRM system options, you will find that each one is best at one of those, now you will be able to choose which one does best what you need most.

Ask Those Questions:

Now that you’ve narrowed it down to a handful of options, there are some questions that must be answered to find out which of them fits your needs:

1- Is it built for your business size?

Systems built for small businesses are different from those made for large companies – even if the provider claims it works for all business sizes because also if it does, it won’t be as efficient and smooth as one built with your business size in mind.

2- How Steep is the Learning Curve?

Change takes time, and it is the same here. There is going to be a period of implementation, and you need this period to be minimized as much as possible.

In some cases, the learning curve will be too steep for employees, and you will need an outside consultant to teach your employees to use the new program, and this will not only cost you time, but it will also cost you money.

Do not underestimate the importance of ease of implementation, or you may find yourself paying quite the price for it.

3- How Customizable is the system?

As I’ve said before, there is no exact one-fits-all CRM solution. This is why customization is key to getting the most out of your CRM System. During the selection process, aim for one that you can customize according to the unique needs of your business.

4- How Easy is it to integrate with the other solutions and systems you already use?

The CRM system you will choose should be able to play well with others if you want the task of streamlining your data to be as comfortable as possible. So, when selecting a solution, the CRM you choose must be able to interface with other applications which you already have and use in your business.

5- What are the solutions’ limitations?

Perfect doesn’t exist in our world, and it’s no different for Software. Each solution will have its limitations. Sometimes the provider is honest enough to mention those limitations on their websites, and sometimes you have to dig a little to discover them for yourself. So make sure while doing your research to choose the right CRM to look for those limitations and consider them.

6- What are the features that will indeed make a positive impact on my business?

This means you have to choose a CRM solution that has all the essential features that will help your team push the business forward and the additional feature that might be necessary for you or might be a nice bonus, either case, you much check for them.

These additional features may include Social Media Monitoring tools, Project Management Tools, and collaboration tools.

7- What is the ‘total cost’ of the software?

This means the cost of the package that has the features you need plus any setup, additional, or hidden fees that we tend to forget they exist – even though we really shouldn’t.

8- Does it have the reporting features that my business needs?

The reporting capabilities of any CRM software is one of its most essential functionalities. Not only can it give you all the details needed about how your business is going, but it also helps you surpass your competition in some key areas.

When going through the process of selecting the right CRM for your business, consider the system’s ability to generate customizable reports. The ability to customize reports based on your unique data will prove more useful than you think. Those customizable reports can show you how well you are honestly doing and whether you are on track or not.

9- Is there a product Demo or a free trial available?

You don’t want to commit before you truly test the product for yourself. Make sure you check the product thoroughly to honestly know if it’s the one for your business before committing to using it.

10- What type of security features does it have?

How secure will be my customer’s data? How is my data backed up? What happens if there is an outage? Who else can access this data? How private is my information?

Those are all questions that you should know the answer of before paying for your choice and start putting your valuable customer data into it.

11- What about Customer Support?

Not all customer support is created equal. You will find that some solutions offer customer support via phone, mail, or live chat, some only offer it via mail and count on their self-guided articles or videos.

Also, some customer support teams are more experienced or helpful than others. Make sure to check the reviews of other customers about the support to see if it fits your needs.  

Choosing the right CRM solution for your business may seem like a more laborious task than you thought, but it will also pay in the long run to pick well.

So, take your time, try and test, and if you have any question, you can leave it in a comment below.

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