Choosing a CRM solution for your business is crucial to the success of your business. Keeping track of all your client’s information, making sure your processes are running effortlessly, can prove cumbersome for even the most organized companies. CRMs keep track of all your client’s information and streamline sales processes.
In this article, we will outline why choosing a CRM solution is crucial for your business, what are relevant features you should be aware of and the best solutions and their advantages.
Benefits Of Implementing a CRM
Nowadays, we are surrounded by too many tools. This contributes to a reduction in productivity for employees. They have to spend time on multiple applications to achieve simple daily tasks. In the long term, this is going to mean:
- Loss of new leads
- Loss of sales opportunities
- Loss of time
For you to succeed, you need the right tools and processes in place. This process does not happen overnight. Spending hours updating Excel spreadsheets or sorting information manually, might not be the right solution.
Here is where a CRM comes into play. The right CRM is going to help you reach your goals sustainably and effectively. Additionally is going to help your scale your business and contribute to your growth.
Some benefits of implementing a CRM are:
- Reach more people
- Retain more customers
- Increase your business impact
- Sell more products
- Make more money
How to choose a CRM solution for your business?
Before choosing a CRM for your small business, identify the reason for implementing it. While the general purpose of a CRM is consistent, different solutions offer different tools. Being aware of your needs will allow you to select the right CRM for your business without increasing your budget. When considering what CRM software you should choose, some questions you can consider are:
- What are the goals for implementing a CRM? Determine what business needs your CRM will have to cover. Are you going to use it for marketing, sales, customer service or a combination of multiple departments? In this scenario you want to determine what needs each area of your business are you trying to cover by using a CRM.
- How many people in your company will have access to it. Most CRMs are going to charge per user. Determine how many employees will need access to the CRM and what are the most effective cost options.
- Are there multiple departments with different needs involved? Many CRMs include features that cover the needs of your sales, marketing and customer service team. All these departments can benefit from a CRM but some of these CRMs are more prepared to handle all the features or very specific needs of a particular department. Take into consideration your team and business structure before making a decision.
- Does it integrate with other technologies you already using? You might have already a different software solution using to manage your sales or marketing activities. You want to make sure that is easy to integrate your information between multiple systems.
- It is scalable. When your business grows you want to make sure that your CRM supports that growth. Some CRMs are great for small businesses but do not offer features at an enterprise level. Make sure this is not inconvenient down the road.
- Does it offer training for your employees? Many CRMs offer training opportunities from free courses and academies to paid consultants that support the implementation of the CRM. It makes a big difference to be able to access immediately training and support features to consult questions and remove roadblocks to the implementation.
- Investment necessary. Take into account the cost of the subscription but also additional fees for third-party apps, extra customisations, training costs, or upgrades. Make sure the billing structure before committing to an important change.