10 Questions to Help You Choose the Right CRM Software

 Questions That Will Help You To Choose The Right CRM SOFTWARE

 

Most of the people have a need to use CRM system but they do not know which product is best fit for them.

We always tell the people that most CRM products are very similar, but there are little nuances that fit into a business’s specific requirement. To Find the CRM software is very easy but to choose the right CRM software is difficult, but it will pay back you with large dividends.

For this we have created few questions that will help you choose the right CRM software-

1.)  DO YOU WANT TO ON PREMISE CRM OR CLOUD BASED ?

 If you don’t want your CRM on premise, then you can remove several options. People often think it will cost less if they host it on-premise, which isn’t true. It takes several years for on-premise solutions to “pay for themselves” after licensing, server fees, and yearly maintenance fees are accounted for. A number of businesses have sensitive data and worry about security issues on the cloud. If you want to host your CRM software, make sure the reason must be there.

2.)  DO YOU WANT TO ELIMINATE “IT” OVERHEAD?

 This question related to first question. It costs money to host CRM software on premise. If you have IT team, then they’ll have to dedicate time towards the software. If you don’t, then you’ll have to appoint engineers to service your software. Again, sometimes it costs more to host on-premise then it would to go to the cloud.

3.)  WHAT DEPARTMENT IS DRIVING THE CRM SEARCH?

 Why you need your CRM software is important to know. Each unit has very definite needs CRM full fills. If the need for new CRM software comes from your marketing team, then it’s important that your CRM software has great Marketing Automation integration. If it comes from your customer service department, then ticketing, field service, and case growth is essential. You have to make sure that which department want to use this CRM, so you are able know what features are the most important to you.

4.)  WHAT ARE THE ROLES OF PEOPLE WHO WOULD BE USING THE SYSTEM?

It is somewhere related to previous question. If the main focus of your CRM software is based on one department, it’s important to consider all parties that would use this software. If a CRM solution greatly benefits to one department but doesn’t benefit to other members of your business, then a compromise may be a better solution. You have to be aware of every possible CRM user in your business.

5.)  DO YOU NEED TO RESTRICT DATA ACCESS USERS?

Some CRM software functions similar to as an open book. If you have data that will be stored in your CRM, it may be important to you to restrict certain data from other CRM users in your business. If privacy amongst users is important to you, then some CRM software might not be suitable according as per your requirements.

6.)  WHAT ARE THE TOP 5 REPOTS YOU WANT TO SEE?

 This question is twofold. First, it’s important for you to again evaluate what is important for your business.Depending on the top five reports you need to see (“Contacts related to Accounts,Potential Pipeline,Tickets related to Products,Contacts related to Potentials etc”) you’ll be able to focus your attention on a CRM solution.

Secondly, there are often complex reports that businesses need but  CRM products don’t offer. So it’s important to your CRM software to be able to modify these reports for you. Some software customizes reports much easier than other software. If custom reports are necessary for your business, then you’ll need a software that can modify reports.

7.)  DOES EXECUTIVE MANAGEMENT HAVE SPECIAL EXPECTATION OF THE CRM SYSTEM?

At the end of every day, manager or boss checks the works which he was assigned. so when you are looking for CRM software ,always remember that CRM software have certain feature or reports.  It’s important to classify them and make sure your CRM solution fits the role satisfactorily.

8.)  WHAT IS YOUR BUDGET FOR THE NEW CRM SYSTEM?

Your budget will greatly affect for which CRM software you want to choose. The good thing is that often this doesn’t matter. Many businesses go into their CRM search believes that the more costly CRM products are the best CRM products. Some of the more costly CRM software might have more bells and whistles (and sometimes they don’t even offer that), but if they don’t have an impact on your business then you’re just wasting your money. If you’re spending more money for your CRM solution, there’ is a better good reason otherwise you’re just throwing money down the drain.

9.)  WILL THE CRM SYSTEM BE INTEGRATED WITH ANY SYSTEMS?

All CRM software doesn’t integrate with other software. One CRM product can integrate with your ERP software, while another has the ability to integrate, but will have strict performance issues. It is very important to know what systems will be integrated with the CRM and what systems can function without the CRM integration.

10.)    DO YOU HAVE ANY EXISTING CRM SYSTEM?

There are two answers to this question. First, I you already using the CRM software, then there is a possibility want to transfer your data from old platform to new platform. Some CRM solutions provide a much smoother conversion than others.

Secondly, a business’s knowledge with their current CRM allows a more accurate view into what they want out of their new CRM software. And the features which you  like the most in your current CRM.

 CONCLUSION

Finding best CRM solution is a vital step in the direction of your business. It can take a successful company and take it to the next level of achievements. It can increase sales, generate more conversions, and increase satisfaction amongst customers.

Of course, the wrong CRM solution can pull down a business. You could spend months trying to integrate, gain knowledge of the software, fix bugs, and figure out ways to fit a square peg into a round hole. It can exactly cost a SMB (Small Medium Business) tens of thousands of dollars and you could see no return on investment.If you’ve answered the 10 questions above, your next step is to find the CRM software that fits the according to your requirements