Because of the ever growing desire to increase sales through better customer relationships and data-driven insights, we are often asked by clients and prospects, what are the best CRM systems currently available on the market?
And although we can provide a long list of excellent CRM tools, backed by evidence and first-hand experience, we often end up answering: “Well, it depends…”.
In considering a CRM solution that will become an essential part of your business operations, helping to streamline your sales and communications processes and meet KPIs, you first need to understand that it is not just about the software.
Too often we see companies leaping into software selection with the right intentions but not enough of the right preparation to ensure that they base their decision on their specific needs, rather than flashy vendor presentations. So with that in mind, we have put together this quick and healthy recipe for small teams to use when they are considering software investments in general, or CRM solutions in particular.
Please note that larger teams will require more prep and cooking time but basic ingredients and methods remain the same!
- SMART Objectives
- Clearly defined requirements
- Clean data
- Feasible project plan
- Right CRM tools
Let’s face it, finding the best CRM software platform currently available on the market, with hundreds of options out there, is a daunting task for any business.
To narrow down the choices and make it easier to select one, you will need to clearly define your business goals and focus on the most important user needs and issues you want your CRM solution to resolve, making sure they are front of mind when evaluating the different vendors and tools. If you haven’t done so already, develop a scoring matrix to help you compare apples with apples and keep personal preferences out of the equation throughout the evaluation process.
For more about how we can help you to choose the best CRM for your business, or for a CRM software consultation, just drop us an email to firstname.lastname@example.org or book a call with us to discuss your situation. We would be happy to help!