Choosing a CRM That is Best Tailored to Your Needs

Small to medium businesses often do not have the need to use the most robust and expensive CRM tools. Nevertheless, even if you have just decided to become an entrepreneur, having one can help you keep track of your client relationships, attract new leads, boost sales and help with business process automation.


Of importance is for you to identify your business needs before going out in search of a CRM tool and choose one that can meet such. Here are some important features to consider when choosing a CRM that is best tailored to your needs.

1. Ease of use

It is important that everyone in your team learns how to use the system efficiently. If you purchase a complicated one, it will take you a lot of time and money to train employees. The investment may not be worth it. Before buying, make sure to ask for a demo to see how easy it is to use and whether it can fit your business preferences.

2. Integration options

If you have existing applications such as an accounting software or Point Of Sale application, you should consider purchasing a CRM solution that is compatible with these. This way, you ensure that your information is shared across the different apps efficiently. Find out from your vendor if the kind of software they have will integrate smoothly with other applications, especially, those you are already using.

3. Optimization for mobile devices

Today, nobody wants to be tied to their office desks always in the name of running a business. It is more convenient to run your business from anywhere in the world. And what better way than to have all the information you require on the go from your mobile device? Do not forget this important feature as it will increase flexibility when it comes to gaining access to your CRM data.

4. Client Support

It is always important to work with a reliable vendor. Even with the perfect CRM, you will require technical support from the vendor to see your CRM tool implemented smoothly. The software may also require regular updates. For this reason, make sure your provider is committed and has the resources to offer the support you need to see your system running efficiently.

If you want to get an idea about their quality of customer service, look at their website to see if there are reviews from previous clients or seek to talk to some of the customers they have served before. Use your findings to decide if they are a good fit for your business.

Businesswoman using CRM

5. Customization

Each business is different and has unique needs. With that said, it is impractical to have a one-size-fits-all CRM tool. To maximize your investment, look for a tool that can be personalized to match your business needs. In fact, the pricing by certain providers could be based on the variety of features you are interested in.

6. Scalability

You will also need to look at the possible additions you can have in your CRM software. Does it have options for plugins, extensions, templates and other additions that you can use to expand your software? What about when your business grows such that you want to include more functions to cater for new clients, staffs or so; can you increase its capability effectively?


It can be easier to decide on a suitable CRM tool when you know your business needs. Identify such before going out shopping for one. Also, do not forget to involve the different teams in your enterprise. Remember, they are also going to use the tool to collaborate among themselves and engage with clients as they further the business goals. In this case, taking into account their views increases their chances of embracing the tool effortlessly.

Have you chosen your CRM tool yet? What do you love about it?


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