How to Pick the Right CRM?


We all know what CRM is. But do we know why we need it? Due to the advancement in technologies and ultra-competitive markets, CRM has matured into a complex, multi-tiered support system.

From providing real-time updates to centralizing customer data, the CRM software offers countless features and applications that help businesses retain their customers and streamline their processes.

Now that we know why CRM is critical to a business’s success, let’s take a look at some of the points that’ll help you pick the right CRM for your business.

Ask, and You Shall Receive! 

The rule of thumb is to list down the number of problems you’d like your CRM to resolve, followed by defining the vital features that you’d like in your CRM.

Highlighting your business problems, as a result, will pave the way for a successful CRM implementation. As no two CRMs are alike, and as your business processes are unique, it makes sense to invest in a CRM that is customized to meet your business needs.

Getting the ‘Right’ People

Implementing CRM to build stronger ties with your customer base also involves getting the right people on board with the management. Otherwise, no matter how good the CRM is, it is pointless if you don’t have the right people using it.

“If you do not put the right tools and the right information in the hands of your people, they will not be able to perform as effectively as their CRM empowered counterparts,” asserts Jim Dickie, the Managing Partner of Insight Technology Group.

In short, people who are going to use the CRM should have a say in its selection.

Keeping your Ducks in a Row

Too often CRM implementations miss the mark because most businesses neglect the importance of budgeting.  As CRM software substantially impacts the performance of an organization, businesses should carefully invest time and resources in outlining the budget.

As organizations are continuously working towards becoming more efficient, businesses can pick a CRM solution within their budget. From monthly to yearly subscription, software vendors offer a variety of affordable solutions.

The bottom line is that organizations have to determine what works best for their business instead of letting a CRM vendor decide their fate.

Say No to One-Solution-Fits-All

Smart organizations like the Corona Medical Center in Corona, CA were able to streamline their processes by identifying their problems.

With sales information scattered across different platforms and lack of integration between different systems, staff at the Corona Medical Center had to manually work on their reporting tools. This was both time and labor intensive.

Sugar provided Corona an easy to use application that stored and shared information. With cross module reporting, Corona was able to effectively evaluate their sales activities. And as Synolia was able to implement Sugar, their quote software was integrated into a single sales information system. All of this wouldn’t have been possible if Sugar took the ‘one size fits all’ approach.

With Sugar, we implemented a solution that fits our business, instead of having to adapt to a rigid software system.” said Laurent Guenier, Corona Medical’s IT manager.

SugarCRM provided Corona with a solution that is customized for their system. As a result, Corona was able to improve the flow of information across different departments, resulting in higher level of business growth and productivity.

This is why no matter how much you save with off-the-shelf software, if you have a unique business with requirements to match, you need a CRM solution that is equally unique and effective. It should accommodate the diverse nature of your business needs and requirement.

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