Choosing a CRM is not an easy task. Between the different functionalities and numerous technologies developed, it is easy to get lost. Whatever your sector of activity, we suggest you compare the various existing CRMs on the market, how to choose them, and above all, why.
What is a CRM? Reminder
For a quick reminder, CRM is the acronym for Customer Relationship Management. It is simply a Customer Relationship Management (CRM) software that aims to store, manage and make available saved customer data.
If we can not forget to mention the world leader Salesforce, know that there is a wide variety in the current market. To date, we have counted no less than hundreds of CRM software, sometimes general, sometimes specific to a sector of activity. Therefore, choosing a CRM is difficult, as there are so many options.
Question to ask yourself
Choosing your CRM software should not be based on the popularity of the software but on the use you want to make of it. Above all, a CRM must participate in the development of your business, facilitate exchanges and participate in your business strategy.
Ask yourself the following questions to choose your CRM wisely:
What type of business are you?
There is no point in choosing a CRM solution intended for a large company like Amazon if you have a small store in your neighborhood! Each CRM has its specificities, and it would be a shame if you got lost among useless data with software with heavy functionalities. It is highly recommended to entrust your CRM system to IT consulting companies such as A-star Consulting, no matter the scope and size of your company. It will save a lot of time and resources.
What are your needs?
Choosing a CRM is also a logical choice. You shouldn’t choose one because you want to be modern and trendy, but because you have a specific need. The latter can be linked to the digitalization of companies if you, in turn, want to accelerate and use new technologies wisely. You may need it to make exchanges with your employees more fluid, to help unify management, or to strengthen the loyalty of your customers…
You will have understood it: by understanding your needs, you can easily link them to concrete objectives: strengthen customer loyalty, anticipate and improve management with your employees, participate in digitizing exchanges, etc.
The CRM software you choose must include all the features you will enumerate. Do not hesitate to brainstorm with as many of your employees as possible for more efficiency. Ask yourself about how your sales force works, the management of your contacts, the commercial actions carried out by your sales team, the customer experience promised by your SME, your customer knowledge, and your management of commercial development.
What is your budget?
You should never set aside your budget when choosing your CRM. Indeed, this software becomes an indispensable collaborator in your daily life. Thus, the budget is often established according to the number of users on the platform. Take a good look at the rates if you are a small business or a start-up. The prices are very variable on the market! Some open-source CRMs are customizable and provide excellent results.
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