3 Key Considerations When Choosing a CRM

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3 Key Considerations When Choosing a CRM

 In Customer Relationship Management

Does your team need a CRM? Here’s a hint: if your productivity is lagging, data is getting lost, and your teams waste time wading through manual reporting, it’s time for an upgrade.

If you’ve already figured out that you need a CRM, congratulations! Now comes the serious question: how do you choose a CRM?

Despite many similar features, CRMs are not created equal. The perfect fit for the company next door may be a disaster for you. Before you sign on the dotted line for any product, here are three key considerations to keep in mind when choosing a CRM.

Know What You Want to Accomplish

First and foremost, you need to know what you’re trying to accomplish with a CRM.

This one sounds glaringly obvious, but far too many companies select a CRM without considering what they actually want to use the CRM for. All the bells and whistles in the world won’t do you any good if they aren’t the bells and whistles you actually need to complete your day-to-day tasks.

The easiest way to approach this is to think about what your team does each day and think about what features you need to improve those tasks. Don’t pay for features you don’t need–that will only get in the way of adoption.

Another important question is, “Who is my customer?” Again, it sounds obvious, but there’s a huge difference between CRMs for B2B and CRMs for B2C.

Know What Your Team Needs

You should also ask what tools your team needs in order to do their job more successfully. This should be one of your first considerations if you’re purchasing a CRM for a specific team to use.

One of the biggest mistakes companies make when selecting a CRM is choosing a system that their teams won’t use. This usually happens because management got the CRM without consulting the team, which means that the team gets a fancy new tool that doesn’t meet their needs.

Fortunately, it’s easy to figure out what your team needs: just ask them. Bringing your team in on the process of selecting a CRM will help ensure that you get a CRM with the right functionality for the team while also getting your team invested in using it, which helps bolster adoption.

Know What’s Compatible

Finally, make sure to pay attention to what CRMs are compatible with your systems.

Again, it seems obvious, but too many businesses get overexcited about a new tool and neglect to ask a few basic questions. For example:

  • Is this CRM compatible with our existing hardware?
  • Can our old CRM data migrate into the new system?
  • How difficult/time-consuming/accurate will the migration be?
  • Can we get the data out if we later decide on a different CRM?
  • What happens if the data vendor goes out of business?

When thinking about your hardware, make sure to account for employee devices as well, especially if you want employees to have mobile access. If you’re dealing with several different operating systems, you need a CRM that’s compatible with all of them.

In the Process of Choosing a CRM?

If you’re in the process of choosing a CRM, you’ve come to the right place.

We know that you don’t need another fancy CRM. You need a solution that works. That’s why we built a CRM that includes all the features you need, customizable to your unique business case. Because when your business is so unique, your solutions need to keep pace.

Ready to change the way you think about CRMs? Pull up a chair and let’s talk about a demo.

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