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Choose the Right CRM Software for Your Business


What is CRM Software? Customer Relationship Management (CRM) is a technology that manages all the relationships and interactions of contacts within a business. The goal is simple: to strengthen relationships between your company and your customers in a way that is organized, optimized, and automated.


Roles of CRM Improves lead generation   Increases the efficiency of cross-selling and upselling  Avoids mundane tasks and errors  Reports on tracking and analysis   Builds customer relationships  Multi-channel and data-driven marketing  Social branding 


NARROW DOWN YOUR CRM SEARCH IN 8 STEPS


1

Specify your business goals

Do the most important thing first. Once you identify the goals of your company, you can then structure your business plan and use a CRM that works for you. CRM should always work for you, not the other way around.


2 1

Difficulty in finding customer data

Identify top issues and know the most common ones of CRM

Poor client communication  Inability to create or retain loyal customers  The long or extended sales cycle  Difficulty in managing agent schedules  Poor visibility into agent performance


2 3

Understand the 3 Types of CRM

Operational CRM stands to take care of customer needs and connects through sales, marketing, and service departments. Analytical CRM provides in-depth insight into purchasing habits and trends, yielding the ability to create specific, targeted offers. Collaborative CRM is CRM in the form of marketing, sales, and service departments sharing information in one place.


4

Lead management and sales

Compare CRM features with your business requirements

Marketing E-commerce Reports and dashboards Workflows and approvals


5

Have a discussion with your sales team

As a sales team will be using CRM the most, it might be good to tell your team about possible software changes. Get their opinion on the current CRM, likes, dislikes, and ask how their work ethic would improve with a new CRM.


6

Read the reviews

When researching new CRMs, be sure to check G2 Crowd and Capterra.


7

Price matters

How much does CRM software cost? It’s a vital question. It depends on the subscription service and methods of delivery, but cloud-based CRMs have become very affordable.


8

Get a consultation

When you get to speak with the vendor’s customer service or sales staff, ask them about the things you didn’t find or perhaps didn’t like in your research. Tell them about your unique needs, how you want your data structured, and ask for specific examples on how the CRM will accommodate all the above.


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How to Choose the Right CRM Software for Your Business  

It's vital for your business to choose the right CRM software. Go through these 8 steps to make your business succeed.

How to Choose the Right CRM Software for Your Business  

It's vital for your business to choose the right CRM software. Go through these 8 steps to make your business succeed.

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