So you’ve finally made the leap and decided to spring your business forward with CRM. Unfortunately, now comes the hard part, figuring out which CRM is best for your business.
In Finance Magnates Retail FX, Dan Leubitz emphasizes the importance of the selection process. “It is imperative to find the right CRM solution for your organization, such that can increase team productivity while simultaneously raising customer satisfaction,” He said. “The wrong CRM, or implementing the wrong features of the right CRM, can have the exact opposite effect. Customers and sales personnel can become frustrated as processes break and sales opportunities go missed.”
Your needs will probably differ based on what kind of business or organization you’re running. An auto auction company, for example, will most likely have different CRM needs than a non-profit organization. Make a list of questions to ask yourself about your business or organization’s needs including pricing, customization options and usability.
We’ve come up with a few tips to help you in your decision-making process along the way.
- It’s all about integration. IdealWare suggests looking into a CRM system that includes easy integration with forms on the Web, like newsletter sign-ups or paying for a product online. Not all CRM systems can do this effectively, so if this is something your company or organization needs, make sure it’s possible before purchasing your CRM service.
- Consider cost. If this CRM will be for a small business, startup or a nonprofit, consider looking into an affordable option like Microsoft Dynamics CRM. There are pricier options out there, however, if it suits your business’ needs.
- Go mobile. In the past, a CRM system that could only be managed from a computer was good enough, but as society and technology becomes more mobile, you may need to access CRM from a smartphone or tablet. Look into CRM options that include this access, or better yet, include responsive interfaces specifically designed for a variety of mobile devices.
- Customize it. There is no “one size fits all” solution for CRM. Every company or organization is different and requires different needs. MDL Technology offers CRM solutions with customization options designed to meet the needs of a variety of companies and organizations of different sizes. And the more CRM is tailored to your company or organization, the more it can help you meet your company or organization’s needs.
There is so much information out there that you might be feeling overwhelmed about selecting the perfect CRM for your company. If you have any questions at all, feel free to call us at 816-781-3006 or email us at firstname.lastname@example.org.