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The best CRM for your business is not the most expensive one

Relationships with customers are now more important than ever, and it’s hard to imagine any company with business-to-customer models to survive and flourish without proper CRM. Even small businesses today need CRM. CRM software helps businesses, from small new brands to multinational enterprises, to gather, organize, and manage all sorts of data related to their customers. The data management provided by CRM allows businesses to track every single step of the customer’s journey, build fruitful communication, and improve customer experience.

Any forward-thinking business leader is now relying on CRM to hack their business growth. However, with so many CRM providers claiming as the best, choosing the right one for your business can be quite overwhelming. Truth is, the right CRM doesn’t have to be the most expensive one or the one with the most awards. The CRM that works for a famous company might not work for your business type. So make sure to bookmark this blog, because you’re going to need it next time you’re browsing the net for some CRM shopping.

Why do you need a CRM?
Identify the Goal

No two businesses are the same, and so neither are their CRM needs. Write down why you need CRM and the problems that you are trying to solve with it. Identify your customer base, your growth dynamics, and the process that is unique to your business. More often than not, CRM software comes with a lot of functions to appeal to a wide spectrum of businesses. If most of these functions don’t work for you, why should you pay for them?

The most common mistake of first-time CRM buyers is overestimating the features more than what they actually need. Do not fall into the same trap. Discuss with your team what they expect from CRM software and what kind of information they want to extract from the software. Think about the following goals:

  • Collect, organize, and manage information
  • Track customer data
  • Managing schedules of sales agents
  • Automate leads, processes, workflows, and sales tasks
  • Track email marketing campaigns for clicks and opens
  • Create, deliver, and manage campaigns and measure effectiveness based on customer interactions

Steer clear from one-size-fits-all CRM software. Browse for customizable or tailor-made CRM that can adapt to your business model.

Prioritize requirements and budgets

You should be able to determine which features are most crucial for you to have once you are clear on the goals you have for using a CRM solution. Then, seek out CRM software that provides the combinations of features that you need. Here’s an example of some requirements you might need in your CRM software: 

  • Sales automation
  • Email marketing automation
  • Email racking
  • Visual dashboard and report
  • Campaign management
  • Social media management

After you establish the requirements that you need, budgets should closely follow. The most affordable CRM option in the market is cloud-based CRM software. Try to choose four to five CRM software that fits your budget, then see the features side by side. Remove the ones that don’t offer the most important features that you need. Don’t forget to check any features that might be clocked behind another paywall. Make sure you choose CRM software with no hidden costs. See if there are any discounts or promotional codes. Next, compare the cheaper options between annual and monthly payments. Don’t forget to check if there’s any special price for small businesses or start-ups.

Understand implementations and user adoptions

With the purchase of CRM comes the implementation. There are two things you need to consider about CRM implementation.

First is the integration with other systems. You might want the CRM to integrate with the accounting software, the social media software, the online store, or even to the human resource department. You want the CRM to streamline your business operations, so make sure it can be implemented in your existing software. 

The second is introducing the new CRM software to the team, or user adoption. Ask the CRM provider if they have a consultant who can do the deployment, test, and train your team to use the software. Remember that implementation will take time, as it also covers troubleshooting, bug testing, and uploading the old data to the new system. Take into account that your team’s productivity might get lower during this time.

Check reporting capabilities

Above all the features that CRM software provides, what you really want is the reporting capabilities. After all, one of the main purposes of using CRM is to move above your competitors. The customized reports you get from the CRM will highlight how effective your current process is, based on the data. You will get insights on successful and unsuccessful campaigns, as well as ways to improve. The data will also empower you to create better products, update services, or create more strategic pricing. 

If you are looking for a CRM that’s beyond cookie-cutter and can be tailored to your needs and budget, consider creating one with Teamscal. Having a custom-made CRM will help you achieve your specific goals better. A custom CRM is also easier to integrate with your existing systems, meaning you don’t have to purchase another system to fit your CRM and you will get a more accurate analysis of your data.

– Looking for help on the best Technology to go? Click here to book a time with our team and for a free advice.