CRM solutions are giving small businesses customer management tools previously unavailable in the small-to-medium business space. But when choosing a solution from the throngs that are available, you must first assess your needs; there are questions you should ask yourself about your CRM:
Once you have an idea of what results you are looking for, you can decide which features will get you there. Typical CRM features to choose from are:
Once you have chosen the features that you need selecting a vendor will be easier. It is important to know what outcome and features you are looking for before you begin researching vendors because otherwise you will likely become sold on a solution that is either too robust and expensive for your needs or too feature-lacking.
After you have chosen the features that you want, do some preliminary research to find out what category of CRM you will be purchasing, simple, mid-range or complex. And of course also compare which type of CRM fits your budget best—but do not focus too much on price as you will want to find the most robust solution possible within your price range that suits your needs—this isn't a time to cheap out.
When you have picked your level of CRM, find a CRM comparison website and begin comparing solutions. While there are many choices out there, you need to stay on topic and look for the CRM that has all the features that will get you to where you want to be, and within the price range that suits your budget.
Once you have found a couple solutions that have what you need for the right price then you need to compare their services. Remember that only some companies offer installation and consulting services—a critical element if you do not have a technical person on staff with the know-how to install and maintain the system. If you do have someone on staff that can handle the CRM installation then you could save some money by going with a company that does not offer those services. As you contact the vendors, pay careful attention how attentive they are on the process as this is indicative of their service moving forward.
Would you believe that 89% of businesses expect to compete primarily on customer service in the upcoming years? With that in mind, it’s no surprise that CRM software is becoming such an integral part of business operations. But not all solutions are created equally, especially when it comes to the value they deliver to your business. more
There’s some big things happening with CRM software that you should to be aware of. Technological advancements and changes to business processes have led to developments and new features that are making CRM more valuable than ever. Things like mobile capabilities and greater integration with other software are at the front of this progress. more
A good SMB CRM system can be an incredibly valuable asset for your business. As more businesses recognize this value, the amount of SMB CRM vendors is expanding quickly. Navigating the pricing plans, features, and service terms of all these can be a decision-making nightmare. more
One of the best ways to improve your customer service is to integrate your CRM and contact center software. Benefits of doing this include:Improved customer satisfaction through more personalized contacts, Better conversions on lead, and Increased employee productivity. more