Choosing the best and most efficient CRM solution for your company can seem like just another time-consuming task but, if you choose wisely, this product will eliminate plenty of headaches and simplify your daily routine.
Define Your Needs
When it comes to choosing a product for your company, affordability is always at the top of the list. However, be sure to consider other demands you’ll need to satisfy. Do you and your team frequently travel or work remotely? If so, you’ll want to ensure the CRM system you choose allows for mobility. A web based CRM tool allows easy access from not only your primary workstation, but also your smart phone, tablet and other similar devices.
Seek out options to bring your team closer and keep everyone in the loop. If your team utilizes other products, such as Outlook or Google calendar, you may be interested in calendar or email synchronization.
Also keep implementation in mind. Most small businesses cannot afford the downtime caused by major software implementation, so you may prefer a solution that is up in running almost instantly. Additionally, some applications require extensive product training that can take months to complete. Instead, be sure your chosen solution offers a simple, easy-to-navigate user experience so you don’t have to waste several weeks on training courses.
It’s not always easy to project your growth for the next year — or even the next quarter — but it’s never a good idea to restrict your opportunity. Some CRM software solutions enforce a cap on the number of users or the amount of storage. This can inhibit growth and lead to onboarding frustration. Generally, companies put these sorts of caps in place as a method of forcing customers to upgrade.
Because small companies can often experience rapid growth, you want to ensure you’re prepared. Opt for a web based CRM system that not only provides unlimited storage, but offers no restrictions on the number of users. After all, who wants to be penalized for growth?
Focus on Efficiency
Your chosen CRM solution should offer automation that allows you and your team to be more productive. It should be a hub of all sales and marketing activity, and it should keep you organized. Unfortunately, some CRM systems are so complex and cumbersome they become a burden. The more tedious and time-consuming your application, the less likely your team is to use it for its intended purposes.
At the end of the day, your CRM software needs to make your life, and your sales processes, easier. If your software isn’t increasing efficiency, then you probably need to consider another option.
To learn more on selecting the right CRM solution for your growing company, check out our free download Choose the Right CRM for Your Business.