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6 Tips On How To Choose The Best CRM Software For Your Business

Category: B2B News

crmCRM (Customer Relationship Management) has become an imperative component of every enterprise, both big and small. If you’re planning to grow your business, CRM software is something you can’t ignore. Not only does it enable you to turn your leads into loyal clients, but even allows you to regularly keep in touch with them. In this post, I’ll share with you six proven tips for selecting the best CRM software tool for the improvement of your business. So, let’s learn more about these tips.

1. Gather an in-depth understanding of different types of CRM tools available

As the very first tip, it is recommended to understand various types of CRM software that have bee specially designed to meet the requirements of different business verticals. You must know how CRM tools that differ from each other in terms of factors such as: operations, sales intelligence, analytics, campaign management, consumer relationship and collaboration. Here, it is also interesting to note that the most recent CRM tools which have designed for integrating simple and social networking features, to add the effective and smooth management of customers and their individual activities.

2. Opt for a fully-customizable CRM tool

Since every business has unique needs, it is imperative for you to choose a CRM software that allows you to address your business’ unique requirements. In other words, your CRM software should be customizable, allowing you to add filters, custom fields and tags during the sales stage; making the sales report in sync with your business operations.

3. Choose a SaaS-based CRM solution

SaaS-based CRM systems have created a huge buzz in the world of CRM systems. One of the greatest advantages of using a SaaS-based CRM system is that you need not spend a hefty sum of cash during your initial investment. Further, you are free to scale up your subscription package to suit your varying business needs. Also, a SaaS-based CRM is hosted in the cloud, thereby giving you an easy access to all your vital data. It is the third-party service provider which takes care of the upgrades and maintenance of the CRM, enabling you to focus on making the most of the chosen service.

4. Ensure that the benefits of the CRM deliver an outstanding ROI

None of us wants to make an investment that doesn’t serve the expected returns. Hence, prior to settling down for a particular CRM, it is vital for you to identify the key parameters on which you’ll be judging the chosen CRM’s ROI (return on investment). Some of the parameters that can be analyzed include sales, lead generation etc. Once you’ve measured the CRM’s ROI, only then you can rest assured that the same would aid you in keeping your business up and running all the time.

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5. Don’t delay getting a mobile-compatible CRM tool

With the contemporary CRMs embracing the mobile technology, it is recommended to choose a mobile CRM that offers you on-location and branch staff access to the overall CRM infrastructure anytime and at any location. Some of the critical points that need to be checked for a mobile CRM include:

  • It should be equipped with enterprise-grade security wherein object-based security permissions are being utilized for restricting access to just the authorized individuals
  • The CRM mobile app should be compatible with all major platforms such as Android, iOS and Windows Phone
  • CRM should comprise of smart forms that can be fully customized for the convenience of the entrepreneur who wishes to access the CRM features via his/her smart phone/smart tablet
  • CRM should have specific controls for disabling data access or auto data wipe out in case of lost or stolen mobile devices.

6. Opt for a future-ready CRM

A good CRM software is the one which can be easily scaled to match your specific business needs. Ensure that the CRM you choose for your business organization is loaded with features that can help you with addition of more users and departments. Plus, you must also be capable of effectively collaborating a renowned outsourcing firm to your specific CRM infrastructure. Since your business is bound to expand and contrast at regular time intervals, it is essential to select a CRM that can scale up and down in order to match your existing business resources.


Purchasing a CRM software is perhaps one of your most valued business investments. Hence, it is important for you to pay due caution to multiple factors that would help you make the right selection. I hope my post helped you in gathering some helpful advice on choosing the best CRM software that will cater to all of your business needs.

By Jenny Chang

Senior writer at FinancesOnline who writes about a wide range of SaaS and B2B products, including trends and issues on e-commerce, accounting and customer service software. She’s also covered a wide range of topics in business, science, and technology for websites in the U.S., Australia and Singapore, keeping tabs on edge tech like 3D printed health monitoring tattoos and SpaceX’s exploration plans.

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