How To Select A CRM System?
Selecting a CRM system from hundreds of choices available is a difficult task. Sometimes managers make a buying decision based on an impressive sales pitch and do not realize the worth till they implement the solution.
Use a spreadsheet and evaluate features of some popular CRM systems based on your specific needs and then look for a system which meets your criteria and also suits your budget. In addition to other offerings, look for Strong and prompt customer support.
In case the CRM systems have additional features, check if they would be indeed useful to you.
The bottom line is to find a close match to what you want. Start with identifying all the important information you would like CRM to capture and store for you. Then think about how you would like to use and automate this information so it can help increase sales and improve customer relations.
Do You Need a CRM System?
In order to understand CRM, let’s take an example of a small business owner/manager, currently having 20 customers. No need to explain, how important these customers are for the business. They are bread and butter for business and owner/manager would do anything to retain them. It’s easier to remember past communications, important updates about customers and other related details when number of customers is less, but what happens when business grows and therefore the number of customers.
Here comes the need of technology which can help you automate, organize and synchronize all the customer information starting from marketing to sales to after sales support and other related areas.
Customer relationship management (CRM) is a piece of technology that helps manage customer information and company’s communication with its existing and potential customers. It helps to improve customer relations leading to generate more business.
Basic work of CRM Software is to identify, target, and acquire future customers and to retain the current customers. These systems are designed to analyse customer behaviour based on his/her past interactions with the company. Also it integrates and automates sales process connecting it with marketing and customer service.
Best bets for CRM Solutions
Overall for S & M size Businesses