For companies that have decided to take their customer service and marketing to the next level by purchasing a CRM solution, the decision process has only just begun. Then there is the next big question: Hosted or on-site CRM? Well--implementing an on-premise CRM tool is a solid decision for companies looking:
When choosing an on-site CRM solution you need to choose one with the right features, the right service and support and one that works with your existing programs and platforms.
With every on-site CRM solution the features will vary slightly. Some CRMs will be catered towards call centers, other designed for marketing departments, and still more designed for sales. When choosing a CRM solution consider the following factors and which ones are critical to improving your business's business intelligence:
Support for global companies that need multiple currencies and languages.
Each CRM solution is unique and runs on different platforms. When choosing a solution, pick on that runs on your existing platform, whether it be Windows, Linux, Apache, IIS, MySQL Server, .NET Framework, etc.
Possible the most important issue when choosing your on-site CRM solution is the service offered by the company. Since you are choosing to implement and maintain the solution yourself, instead of going with a hosted solution, you will need to be able to contact the CRM maker when problems occur. Look for companies with a solid track record of customer service issue management, incident reporting, issue escalation procedures, good response times, multiple points of contact (email, phone, web-based chat), online searchable knowledge base, call center support, and online status checking for inquiries.
CRM software is an invaluable tool for improving customer and client relationships with easy-to-access information and real-time updates, the use of CRM is always evolving. 2021 is approaching quickly, bringing with it a new wave of innovation in CRM technology and capabilities. This guide explores upcoming CRM trends and highlights some of the top CRM vendors you should be watching in 2021 and beyond. more
From organized client and customer data, to advanced automations and reporting, to improved lead tracking and conversions, CRM software is the business software must-have of the year. Our 2019 Year-In-Review explores all of our favorite CRM providers, features, and innovations of the year and takes a peek at the trends on the horizon in 2020. more
Modern CRM solutions offer enhanced features, tools, and integrations that can help you not only drive productivity and profits, but also position your mid-sized company for growth. In conjunction with simply having CRM software, though, you must also create a strategy that fully utilizes all the tools and features to your best business advantage. Our new whitepaper explores CRM growth strategies that your medium-sized company can leverage to spur business growth across sales, support, marketing, and more. more