SaaS-based

Showing posts with label SaaS-based. Show all posts
Showing posts with label SaaS-based. Show all posts

Wednesday 26 August 2015

7 Easy Tips on Choosing a Perfect CRM for Your Organization


CRM(Customer Relationship Management) has indeed become one of the most preferred technologies for transforming the customer data received via websites and phone lines into revenue-generating details. Whether you own a small-sized, medium-sized or a large-sized organization, it is your choice of a CRM software tool that will enable you to reduce the overall costs and increase the business profits. Today, in this post, I'll be offering you few easy-to-follow tips on picking the right CRM solution for your business firm. So, let's get going with these fantastic tips.

1. Be sure as to what you want the CRM for- sales, marketing, customer service or all the three

Though CRM software tools are mainly used by the sales personals, there is a range of CRM softwares which are being utilized fror handling customer service cases and different web-based marketing campaigns. Hence, while shortlisting CRM software tool for your business, do be certain as to whether you would be using it for enhancing your sales, executing marketing campaigns or enriching customer services. For instance, if you're just looking for an online sales and marketing tool, choosing Hatchback would work for you.

2. Pay heed to selection of a mobile-compatible CRM software

Since your salesforce is likely to be mobile, preferring the usage of a wide collection of devices, it is recommended to choose a CRM system that can be accessed and used via any Internet-enabled device ranging from smart phones and tablets to desktops. Don't forget that a majority of sales representatives prefer adopting new technology faster and hence they are in a need of a platform that's regularly updated for bug fixes etc.

7 Easy tips on choosing a perfect CRM for your organization



3. Watch out whether your CRM promotes user adoption or not

Check whether the CRM tool that you intend to choose is capable of lowering down the friction related to people, processes and system. Also, you must ensure that the CRM software doesn't imposes an unnatural process on your team. It should come with a great UX that would make it convenient-to-use for all the team members with different levels of expertise.

4. A CRM with tight email integration is a must-choose

Since most of the customer communication takes place via the email, it is imperative to opt for a CRM software that integrates seamlessly with the active email system for your organization. In other words, each time you type in a client or prospect's name, the email system should automatically link the respective email to the client's CRM record.

5.  Make sure to use a product demo

It is always beneficial to get an instant access to CRM product demonstration and using the same efficiently. Doing this will allow you to test the CRM system and get a clearer picture about its strengths and weaknesses. Hence, take out that little extra time in using the product demo as it will save you an incredible amount of time at a later point of time.

6. Gather a better understanding of the customization options available with the CRM software in focus

Since every business is unique, it becomes quite essential to opt for a CRM that can easily adapt to the needs of your enterprise. Hunt for a CRM that comes loaded with customization options that enable you to moderate your sales stages in addition to offering you the flexibility of adding filters, custom fields and tags to make your business completely logical.

7.  A SaaS-based CRM solution can turn to be your right choice

It is interesting to know that around 41% CRM systems that were sold in the year 2013 were SaaS(Software As A Service) based. Well, the cloud-based CMS softwares comes with a low initial investment, offering you the opportunity of choosing a new subscription package in accordance to the changing business requirements. One of the major advantages of choosing SaaS-based CRM software systems is that all your data is hosted on the cloud, thereby allowing you an anytime, anywhere access to the customer-related data. Moreover, since the third-party service provide looks into the upgrades and maintenance part, you are left with ample amount of time for making the most of your CRM.

Conclusion - 
With the astonishing number of CRM options available in the market, it becomes daunting to find the one that ca boost your business profits by an impressive level. Hope the tips covered in this post would help you in choosing a CRM that would grow your business profits rapidly and effectively.

Author Bio:- Tyler Holt is currently associated with Xicom Technology. For over five years he is offering  crm software solution service  to a wide market vertical. He brings in his wealth of experience on CRM customization and solutions to his writings on webs and blogs. He is an avid reader and enthusiast blogger and engaged with many on line communities.