How to Choose the Right CRM Software

CRM software has many benefits to small businesses. It can save you time on customer communications. It can offer personalized communications to your best customers. And it can help you improve you sales and marketing efforts.


But that’s only if you choose the right CRM software for your particular business. Below are some tips to help you pick the best CRM provider to meet your needs.


When Choosing the Right CRM …


Determine the Problem You’re Trying to Solve

Every business has its own reasons for looking for CRM software. Since there are plenty of different ways to use CRM, you need to determine the exact benefit that you hope it will have for your particular business before you even begin looking at providers.


Don’t Just Choose the Biggest Name

Each company’s situation is different, another company’s satisfaction with their own provider doesn’t necessarily mean that it’s a good fit for you.



Find a Solution that Can Solve Your Problem

When choosing the right CRM, you need to focus on the problem you want your CRM software to solve – and make sure that you keep that in mind during your entire search and evaluation process.


Create a Checklist of Necessary Features

If your business is focused on improving marketing efforts, you should look for features that can help you improve lead generation and initial contact with potential customers.


Choose a Program that Allows You to Customize Communications

Every business has customers who are at different stages of the buying process. So when choosing the right CRM, you need to find one that will let you customize different communication strategies for different customers, based on your particular methods and needs.



Look for Features that Prioritize Communication

Part of that customization means categorizing customers so that you can send different communications to those who are ready to buy and those who may need some more nurturing.


Find a Program that Will Save You Time

One of the biggest benefits of having a CRM program in the first place is its ability to save you time on customer communication.


Automate When Necessary

A great timesaving feature of many CRM programs is automation. CRM service that automates communication with leads who may need more time and nurturing to make a decision, while allowing salespeople to focus more of their actual time on people who are ready to buy or need questions answered.



Always Keep Conversion in Mind

Every business wants to make more sales. So even if your business’s unique challenge is in another area of CRM, you should consider how those improvements might impact your overall sales.


Find a Program that Works Quickly

CRM software that is able to qualify leads and determine the right communication strategy very quickly.



Look Into Analytical Features

Some programs can give you insights into your activities, by making sure that you contact leads on a regular basis and finding any irregularities in communications that you may need to be aware of.



Ensure you’re Able to Navigate the Software

You’ll also need to make sure that your choice of software is something you and your team can easily set up and use.



Think About Collaboration Features

Many providers also offer features that allow you to easily collaborate and communicate with other team members when it comes to different customer issues.


Integrate with the Programs You Already Use

If there are any programs you already use to store data or manage communications that you absolutely need to be able to integrate with your CRM provider, make those partnerships a top priority.


Think About Your General Business Goals

When choosing the right CRM provider, you also need to think about the goals you have for business growth and where you see your business going over the next several years. Ensure that your CRM will be able to get you there.



Find a Program that Will Grow with You

When evaluating that growth, you also need to ensure that your CRM is something that can scale along with you.

Look at Customer Service Models

CRM software isn’t a one-time purchase, but an ongoing relationship. So you need to make sure that the company is able to offer you quality customer service.



Consider Your Own Customer Service Needs

If you want representative to be available via email, find a provider that offers that. But if you’d rather have someone available via phone or other methods, consider that in your search as well.



Make Sure Someone is Available When You Need Help

You also need to consider when customer service reps are able to assist you. Some companies offer 24/7 service while others may have set hours when reps are available.


Choose a Price Model that Fits Your Needs

Price is an important consideration for any business purchase. Some providers just have monthly fees while others require more up-front.



Look for Hidden Costs

Some providers may also have pricing models that make it look like you’d be paying less overall, while really charging other fees on the side


Consider the Benefits of Community Features

You could potentially gain some valuable knowledge by having access to others who are finding success with their programs.