Although the benefits are tangible and tangible, it is not easy to opt for the right tool. In addition to the wide range of offerings and the ever-increasing availability of new technologies to choose from. iI is also necessary to consider the degree of customization. Integration options and – not least – the actual needs of the business. The latter, in fact, act as the balance needle in choosing a suitable system. How to Select CRM Software for B2B Business.
All this information can be a lot to digest. That’s why we’ve prepared a list of 6 practical and clear tips to follow to choose the right CRM: let’s get started!
CRM software: on-premise or cloud?
Both solutions have possible pros and cons
With a cloud solution, there is no need to dispose of a server or technical expertise. Just access the CRM from the browser and the game is done. All the information is here. However, it is essential to have a stable internet connection and always be online, otherwise you will not be able to access.
With an on-premises solution, the software is owned and physically hosted at the corporate headquarters. In this way, you have direct access to the server and no recurring subscription fees. Here, one of the cons can be represented by the need to have dedicated IT staff and the purchase of specific hardware and software.
Know the functions and features you really need
The companies are unique in terms of processes, customer databases, and growth dynamics.
For this reason, opting for standard, basic or inflexible functions is not compatible with a future-oriented business vision. You need to opt for scalable and structured software with ever-adding functions.
As the business grows, so will the needs for CRM. This is why you need to ensure that your chosen CRM solution can be easily upgraded to the next most comprehensive version.
CRM software
Another thing to remember is that very often CRM software comes with many features that must be of interest to a wide audience. But is it right to invest in functions that are not needed or that are not used?
It must be asked, therefore, whether the company will use all the features that a CRM can offer. Where to start to make this assessment? Come on facts! For example, the sales department might need a CRM with advanced sales tools and the ability to extend usage to their own devices, while the communications team might only need access to marketing features.
One thing is clear: it is essential to opt for a CRM able to suit your most specific needs!
Make sure your system integrates with other apps
This is one of the most important aspects to consider when choosing a CRM for your business.
CRM aims to streamline business operations, which is why you need to ensure that the system can integrate with existing applications.
We are not just talking about Office 365 or Google G-Suite, but also any ERP or accounting software, HR platforms, the website, the forms to import new contacts, the invoicing platforms, eCommerce, to register the transactions or the marketing ones.
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CRM software: why request a demo and free trial?
One piece of advice is to never buy software or country email list resource a subscription to a closed-box cloud CRM.
The best solution is to try to get a demo – if possible customized – and then move to a free trial.
With a demo, the salesperson can guide the company to bz lists discover the software settings and you can get into the merits of specific business needs. Likewise, the free trial is used to touch with your hand, deepen and test all the functions, also collecting some considerations with respect to what works less in the system.
A special eye on user experience
One of the most important criteria in choosing a CRM system is the feeling generated by the user experience. Is the software a useful and effective support? Is it intuitive? Or is some process slow or not smart?
All of these elements build and round out the user experience.
Therefore, during the testing phase of the CRM system, it is worth devoting time to evaluating the system’s user interface and ease of use and transition from various functions.
Does CRM software provide specific feature related to GDPR?
The last point, but not least, is the availability in the CRM of GDPR features.
With the GDPR coming into force, the retention of customer data takes on even more significance. A GDPR-ready CRM system helps you manage this information more efficiently. In what way?
For example
if a customer wants to be removed from the database. They must be able to fulfill their request and send a deletion confirmation. And again. If the customer requests an electronic report of all the data stored about them in the CRM, you need to be able to generate it.
An advanced, one-click solution will allow you to optimize time and resources. Instead of manually removing customer data from multiple sales, marketing and customer care databases. An action that often leads to human error.
Without a doubt
CRM plays a vital role in the success of any business. Regardless of its size. It is always a good idea to define your needs, requirements and budget, and then start looking for the right solution.
Although most likely, at an early stage, the business might not need all the features and tools offered by a software CRM, it doesn’t mean that it won’t need more advanced help in the future.
