How To Choose The Best CRM Software For Your Business? Go Through Our Checklist Now!

A Customer Relationship Management (CRM) system can be very beneficial for contact management and helps in the overall operations of the company. But these softwares have now evolved and encompass a number of different operations like sales management, accounting, marketing, point-of-sale (POS), vendor and other types of operational functions.

Do you need a CRM software?

This easily accessible solution is a great way for businesses to automate their operations and make everyday work much smoother and functional. But the main question that comes to mind is “Do I even need a CRM system?”

If you are in two minds about whether you should invest in a CRM software, then go through these 3 major points:

1. Do you require a robust contact management system?
A CRM software is basically all about keeping important information from different sources collected and kept at one single place for easy access and analysis. Just the use of traditional emails, mobile and address books are not enough for a growing business to sustain.

If you are looking for a more comprehensive contact management system, then a CRM can help you keep track of each of your customers with information provided about their personal interests, interaction with your company, order history, demographics, and of course contact information, along with a lot of much such important information. This will allow you to segment your customers and provide them with better and more personalized offers, increasing the chance of sales.

This information is also helpful to other vendors and associate partners of your business to get the right information about your customers.

2. Do you need an automated way to increase sales and boost functions?
With a CRM not only will you keep your contacts organized properly, but will also have some additional tools to handle your communication with these contacts, as well as tools to help you in every aspect of the sale and more.

Right from lead generation to lead nurturing and very step of the sales pipeline, a CRM can help you with vital information that will increase your chances of making a sale. With features like email marketing, sales forecasting, sales quotes and invoicing, competitor tracking, order tracking and performance tracking, it is easier to keep an eye on every aspect of your functioning. It will also help in comparing and analyzing with each step of the way, which will help your company do better.

3. Do you want to provide better customer support?
Customer support has become a big criteria on which consumers are choosing the companies they want to do business with. In fact according to a RightNow Customer Experience Impact Report, “89% of consumers have stopped doing business with a company after experiencing poor customer service.” And Defaqto Research found out that “55% of consumers would pay more for a better customer experience.”

With these statistics its clear that customer service is very important and a CRM can definitely offer you that. As mentioned above, these softwares collate all the necessary information about your contacts so customer service agents can easily access the information and provide better customer service to the customers.

This is especially helpful when multiple agents are in the customer service team. One agent can update the CRM software and all others will also have access to this new information, avoiding confusion and giving better support.

If you feel that these 3 points apply to you, then a CRM software is the best choice to help your business.

Choosing the right CRM software

Now that you are sure that investing in a CRM software is something that will be beneficial for your business, run through this checklist to see which CRM system is most suitable for you. As there are many available in the market, picking one randomly is not going to help you. Ask yourself the questions below to choose the best CRM software for your business.

  • Is the CRM more suitable for for small or big business?
  • Is it easy to use? Can employees understand its functioning quickly?
  • Is the CRM software customizable?
  • Which features are available in the software that will aid the business to do better in sales, marketing and other such aspects?
  • Can it be integrated easily with other solutions that the company already uses?
  • What are the limitations when using the software, if any?
  • How much does the software cost? Are there any additional charges for setup or addition of more users?
  • What are the security features to protect personal information and data? How is it backed up and accessed? What happens in the event of an outage?
  • What customer service is offered after purchasing of the software? How can the customer service be reached and is there a long turnaround period?

These questions will help you get a better idea of which CRM software will be more suitable for your company and will help you make a more informed decision.

Alertforce CRM is complete with Contact, Leads, Opportunity, Pipeline tracking and Marketing Communications.



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