Choosing a Customer Relationship Management system (CRM) for your business is extremely important because having the correct CRM can make or break how well your salespeople are able to close business. When it comes to implementing systems and tools in your business not only do you want to make sure that what you’re using will work well for your current business size and structure, but will also be able to grow. The potential for getting it wrong is high when it comes to CRM, so you’re going to want to make sure you plan and are strategic about your choice. It would be a massive headache to start using a CRM only to find out that it doesn’t meet your business’ needs and you’ll need to scrap it. The sunk costs associated with making a mistake like that are large, so it is good to get this right the first time. After reading this post, you should have a far better idea of what to consider before you start using a CRM.
Why do you even need a CRM? What is it you’re trying to track inside your business? A CRM should ultimately be used to increase production, leads, customers, opportunities, manage relationships, organize your business systems, increase productivity and much more. Many times marketing automation software is labeled a CRM when it, in fact, is primarily a marketing automation tool. Determine what your KPIs are before you begin so that you can make sure that the CRM you are considering can measure and manage that process. Here are some suggested business goals to consider:
Consider how your workforce is primarily working, and ask what would be using the CRM look like on a day-to-day basis. The sad truth about most CRM and business software is that the software gets in the way of the sales reps. Bad CRM user interface makes working and inputting and managing leads into the CRM a full-time job in itself. What good is the CRM that your employees never want to use?
If you have a highly mobile workforce, consider using a CRM that is optimized or created specifically for mobile. WIth Salesiety, we’re mobile only because we believe mobile is going to only become more important than it is even today when mobile dominates. Creating an easy, user-friendly way that uses your employee’s mobile devices makes a lot of sense, especially since people never go anywhere without their phones. Creating systems that don’t require your employees have to go back to the office to manually log their work and lead management on the desktop helps your whole team to be more efficient.
Your employees are going to need to use this CRM so that you can manage and track production, identify problems and help your company be more successful. It is obvious that if the CRM is too complicated they won’t use it to its full potential. Simplicity and ease of use when it comes to understanding how to input leads, how to connect leads and opportunities and how to use all of the available features.
Many CRM on the market today are so complicated that you practically need to get a certification to use and run the software. In fact, nearly all of the CRMs out there have certification and training programs for partners to implement all the features most businesses need. Finding a software that doesn’t require a computer science degree and a training course is really helpful in getting your employees to use and love the CRM.
Wouldn’t it be convenient if everything in your business was cookie cutter simple that you could just apply standard systems directly into it and it would run by itself? In the real world every business is different and because of that, you’re going to have specific needs. Your company’s processes and approach to doing business is going to be unique, that is what separates you from the competition. Your CRM should be able to be molded to the specific needs you have. Not only that, as your business grows, these needs will change as well.
Software can get expensive. While it is true that you do need a CRM, and if you choose the correct CRM your business should see positive ROI the truth is that every one of your hard earned dollars should be used to help grow your business. When it comes to pricing, many CRMs can get outrageously expensive, especially for more advanced features and for more users. Does the CRM you’re looking at have affordable pricing based on your budget? Salesiety has a simple, low-cost approach to CRM because we believe that you should be able to get enterprise features for small business prices. If you’re able to save money and re-invest that into marketing or hiring more team members, your business will grow faster
Choosing the right CRM for your business is very important. Being strategic and planning what you want in a CRM can save you a lot of trouble down the road so make sure you consider these 5 points before starting.