Choosing the right Customer Relationship Management (CRM) system for your business can feel pretty overwhelming. With so many options to choose from, each with a different array of tools and features, how can you possibly identify the right one for your business?
1. Identify Your Goals
- It is important that you understand what problem you are trying to solve with a CRM.
- Track Leads and Lead Activity
- Track Customer Base
- Track Opportunities and Closing Rates
- Offer Connectivity Between Teams
- Manage Relationships
- Generate Customized Reporting
- Organize Business Operations
- Increase Profitability
- Increase Productivity
2. Understand the Implementation
- This Component is key.
- In Some Cases, You may need an outside consultant or a staff person who is heading up the deployment.
- There are no external implementation costs.
- There are still costs associated with educating your team.
3. Prepare For User Adoption
- Common Complaints among salespeople as they believe that by giving up their customer’s contact information they are putting their positions at risk.
- Involve your sales team in your CRM selection process to get their buy-in and keep them involved through the process.
4. Understand Product Mobility
- Mobility is key in today’s world.
- Look for a tool that can be accessed using a variety of web-enabled.
- Updated regularly and remain current with new technology.
5. Layout Your Processes
- CRM Tools are connected with multiple business processes in mind everyone’s processes are different.
- It is important that your CRM is flexible enough to handle your process.
- CRM that will grow with your business and adapt to your changing processes without having to be replaced.
6. Review Compatibility with Current Software
- While Compatibility with multiple systems is becoming less of an issue as more and more applications are connected through APIS.
- CRM System you choose can interface with other applications you already have in place.
- Integrate your systems to streamline your data organization.
7. Dig into the Product Demo
- People will request a product demo only to glance at it before assuming it will work.
- Tacking a little extra time at this point will save you time in the long run.
8. Ask About Reporting Capabilities
- While all the functionality of a CRM is nice it is the product reporting capabilities that can help you surpass your competition.
- Processes are effective but your data may show you otherwise.