In this article, we are going to discuss, what are the points to see to select the best CRM software available in the market.
CRM – Customer Relationship Management
Let’s get our basics right, what a CRM means. The word Customer Relationship Management refers to the entire business strategy used to manage customer information and interactions between different teams in an organization. It is a tool that can help facilitate a lot of things such as manage, analyze customer profiles and information.
There are a lot more usages of a CRM, but we are not going into much detail in this article. CRM is of different types and comes of different usages depending on what services or products your organization is managing, and hence it is a vast subject.
So let me keep this short and sweet for you!
By now, you know what are the benefits of a CRM tool, and now we are going to study on how to choose the best CRM in the world and which is right for you.
A couple of points you need to consider before you choose a CRM software for yourself.
Know what Features and Functionality you require from one of the best CRM tools in the world.
You first need to sit down and analyze your current situation and infrastructure; like your existing IT infrastructure, review your current functional needs, review your team who are going to use the CRM tool after the implementation and how much time are going to invest in training the required resource to get familiarized with the software.
A CRM is more of a process than a project.
7 Points to consider before selecting the best CRM solution for your Business
- Integrates with your Current Software and Apps
- Options to Expand
- Easy to Use
- Customizable Fields
- Robust Security
Integrates with your Current Software and Apps
One of the crucial things to consider while choosing a CRM system for your business is to make sure that the CRM software you are going to acquire will function smoothly with your current software and applications that are already being used in your organization. So we are not just talking about integration with Microsoft Office or Google Suite but also the other software that you are using like ERP or SAP or any HR software for that matter.
Options to Expand
Another critical item to keep in mind is that, to have a CRM tool that works for you now, and it also gives you the option to grow along with you in the future. You should not have to go through the whole selection process of getting or upgrading to a new CRM tool after a couple of years as and when you grow or expand your software in your organization.
Easy to Use
An excellent CRM tool should allow managers or decisive users to make faster data-formed decisions. An appealing design or a clutter-free interface will help your employees/co-workers work more effectively. The best CRM tool in the world should work with you everywhere without stress and restrictions.
The best CRM in the world is the one that can allow you to customize its fields according to your requirements. Fields such as emails, social media accounts, phone numbers, purchase history, preferences, etc, should be customized according to how you want them to be and that makes you zero in on relevant data. Some of the best CRM tools in the market also allow you to use Custom Tables that enable you to bring in complex data sets and specialized industry practices together.
Accessibility should also be one of the important criteria while selecting the Best CRM in the market. To achieve this, you generally need a cloud-based solution that enables your employees to connect from anywhere in the world and at any time. Similarly, if you want to access the CRM tool via your smartphone or tablet, you need a tool that has its own mobile interface or which can easily be viewed using your mobile web browser or maybe a mobile application version of the CRM tool which gives you all the options as on a laptop or a system.
Since you will be dealing with a lot of private information of a lot of customers, you will need a CRM tool that has robust security and data protection for a piece of mind. The worst thing that can happen is a leak of client/customer details to a business. Rebuilding a lost trust with a client/customer is much difficult than making sure your CRM system is secure and has good data protection on it in advance.
The top CRM companies in the world, provide CRM products that ask you to subscribe to them in a timely manner. Some charge a flat monthly fee for a set of licenses/users then require you to pay extra for any additional services that you may require. There are many CRM software that makes sure they meet the requirement for the best CRM for small businesses by providing a range of CRM products to suit every size of budgets. Some of the best free CRM for small businesses however, offer free basic plans or even free full plans for a limited set of users but the robust features that are required are not really available.
The conclusion to the Best CRM Software in the World
There is no doubt, what-so-ever, that CRM plays a very critical role in any kind of business whether it is a small business or a large size one. No matter what size of an organization that you are running, it is always a good idea to put down and discuss your needs and requirements along with your budget to find the right solution.
Do not get carried away with all the wonderful things that a CRM tool can do for your business, stay cautious.
We recommend to start off simple and scale up as you grow so that you don’t invest a lot on the best CRM tool in the market and later realize that you really did not require all those options.
If there is anything more you would like to add, do feel free below. You know we are here to hear you out.