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.
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.