Useful Tips for Choosing the Right CRM Software

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Customer Relationship Management (CRM) software aims to solve a relatively simple problem, and this is how businesses manage their relationship with customers. However, things start to become complex when a business is dealing with thousands or possibly millions of customers, has multiple operational segments, covers a vast range of services and products, and operates in a range of different markets. More importantly, the software also needs to be able to integrate into the businesses’ existing systems and work within the available infrastructure.

Managing relationships with customers is even more important today as the market is overflowing with businesses and nearly every industry is fiercely competitive. If a business wants to remain relevant with its customers, it is critical that it is not only able to establish a strong relationship with them but is able to maintain this connection over time and even improve the quality of the relationship.

Keeping all these variables in mind, choosing a CRM solution can be quite difficult. There are so many things to look out for and so many options available in the market. Moreover, when you consider the implications of implementing a CRM solution across the entire organization, just the implementation phase is enough to put most people off of the idea. However, to ensure that your business is able to make the most of its resources in the long run, using CRM is a crucial step.

This guide will look at some of the most important things you need to know when installing a CRM solution and how you can work around some of the main challenges that most organizations face in this evolution.

1. Know Your Business Goals

When you are trying to make any kind of change or implement any kind of solution, you need to have a clear vision of what you want out of the process, the service, or the product. The most effective approach is to reverse engineer from the endpoint. When you know exactly how you want your relationship with your customers to improve, you can focus on getting those exact things done to help you achieve that target. Y

ou can streamline this approach even further by using the SMART approach. The goal-setting should be SMART – Specific, Measurable, Achievable, Relevant, and Time-bound. It can be hard to do qualitative things such as relationships with customers, but not impossible. By setting up the right metrics and devising a way to measure your progress, you can set yourself up to achieve success through this approach.

2. Understand the Requirements

Even though a customer only buys your products or uses your service, they indirectly interact with the entire organization as it takes the collective effort of the entire organization to create that product or service. You can also consider using crm monday for more features that you will need in your business. In most cases, this will affect the operations of several departments that otherwise might not even directly interact with the customer.

On the other hand, some departments will feel the effect of this change more significantly. In order to get the best result, you must consider the unique needs of each component of the business. Get in touch with the various teams and departments and try to narrow down what exactly it is that they need and how you can implement a CRM change that most effectively meets those requirements.

At the same time, you want something that will create a smooth transition and something that will not disrupt a departments’ key processes. CRMs are usually focused on the sales department and are meant to enhance their capabilities; however, you also need a way to streamline the connectivity between the sales department and other sectors of the business in order to upscale efficiently.

3. Iron Out Implementation Strategy

Regardless of how good the software is and how well thought out the process is, you have to keep in mind that implementation usually takes time and is one of the most challenging parts of the transition. If you are going for an off-the-shelf solution, you might be able to get help from the developers when it comes to creating a conducive environment for implementation.

If you are investing in custom-made software then you need to make sure you’re aware of all the details that need to be integrated to make it efficient and flawless. There are plenty of advantages to having custom software made, you just need to be well informed about what goes into it. At the end of the day, you will have to rely on some trial and error to get things going.

If it is an exceptionally large and complicated system, you might want to consider creating a separate budget for training and even set aside some time for this part of the process. Implementation can take several months for large-scale systems, so be prepared to meet this challenge head-on.

4. Essential Features

With all the information you will have received from your internal and external research, you will know what you need in a CRM solution to achieve your business goals. However, there are still going to be some things that will be nice additions while some things that are going to be absolutely critical for your operations, things that you simply cannot work without. For this, it’s a good idea to create a list of these essential features and one for additional features that would be useful but not critical.

When you plan on buying the best CRM for small business, you need to filter available options according to your specific requirements. The same goes for large-scale businesses. As prices will vary a lot, knowing what you need exactly will help you gauge how much value a certain solution provides. More importantly, some software will also give you the option to add on specific features.

If you find something that you really like, the price is great, the developer is suitable, but it still lacks a couple of things, you will know what you need to add on. When buying these solutions, salespeople will try to market their offering so that you will think that this is the best solution ever. Having this list as a reference point will help keep clear of these tactics and focus on what you really need.

5. User Adoption

No matter how good the software is, how proficient the users are, or how smooth of a transition it is, every business faces problems in the adoption part of the implementation. In fact, the problem of user adoption will start when you decide to implement something that is revolutionary as CRM software. This could be months before your actual implementation is planned but you will start to see changes. The scenario in which you faceuser resistance is something that you will see in all strata of the organization.

This will be even more prominent with the bands of management whose power and authority are going to be undermined. If procurement or marketing or customer relations were in the hands of a single person or a small group of professionals, they would not like this change. While you might have no intention of changing these people or eliminating those positions, no one likes to know that they are no longer in charge.

It will also lengthen certain processes and for lower management that has to carry out these duties, and this means more work. Here, your management strategy will be an important factor in trying to make this change smoother.

6. Mobility And Accessibility

Chances are that your organization already uses a diverse range of devices to carry out operations. Even if this is not formally implemented, your employees are most likely using a mix of company and personal devices to do their work. This is an important consideration for many reasons but one of the most important when looking for a usable solution is whether or not that platform will be able to handle the current workflow. You need a solution that will provide the kind of access that your team members need.

Whether that is from mobile devices, remote workers, in-house systems, or even basic POS solutions. Having all of these solutions synchronized is the only way forward or you will not have 100% adoption.

7. Finding The Right Solution

Shopping for the right solution can be a long and cumbersome process. In fact, just getting into the market of CRM software and looking at what is available can be very overwhelming. As there is such a vast range of solutions and so many intricate details, it’s a good idea to have an expert with you. If you aren’t much of a technical person yourself and aren’t familiar with the minor details that you are looking for, having an expert will help make this process more manageable.

Remember this is an investment you are making in your business so choose something that will continue to remain usable in the long run. The best way to do this is to use word of mouth, ask around for what other people in your industry are using, and also look at what others are saying about certain solutions. This way, you will get a good idea of what is available and how each offering measures up.

Another thing you must ensure is that you will be able to get good support for the solution you choose. If something is a fantastic solution in another market, it might not be the best choice for you if you don’t have access to the same resources in your market. Similarly, if you are implementing this solution in a business spread across different regions or countries, you need to be prepared to have solutions available at each location.

8.Go For Trials

Before you go all-in with certain software, definitely consider getting a trial version of the software to see how it measures up in real life. While something might sound extremely attractive on paper, it can be very different when you are actually getting hands-on experience. Most companies will offer a free trial though if you have to pay for a trial of a service you are interested in, it is much better than having to buy the entire subscription and realizing it is not the best fit for you. If nothing else, you can ask the seller to give you a live demo and see how the solution performs in real life. If you opt for a trial, you can easily run a smaller version in a sandbox and see how it performs under a controlled workload while testing all the most critical features that you have previously highlighted.

9.Review Compatibility

If you already have a solution in place and you want to either sync the new system with the old or bring over some features of the old to the new then compatibility will be extremely important. When you test the demo of the software, you must test compatibility. In these large systems, it is easier to overlook the most basic requirements. If for instance, you have a problem with data import from the previous system, this will be a major hindrance. Without the right data, the advanced new system is of no use. Depending on your specific situation, there will be many different things that you want to test out. Make sure your experts have enough time to conduct a thorough evaluation and are able to test the system from all angles.

Armed with all these techniques and strategies, you will be in a much better position to find yourself a solution that is not only a great offering on its own but is also a fantastic fit for your business. The last thing that you need to check in the software is the reporting ability of the platform. After all, it is the information and data that you are able to harness from a CRM that creates the value in using the solution. It should be able to store, organize, and translate your data into valuable information that can be used across the organization to improve overall performance and help your business achieve all those targets you have set for yourself.


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