Choose the Right CRM Solutions for Your Organization: Basic Guide

Choosing the  Customer Relationship Management or CRM system for your business can really be a bit confusing. Not without reason, that’s because there are tons of options available on the market with different tools and features. 

We’ll guide you with the basic yet influential steps to choose the right CRM solutions for your organization down below!

8 Ways to Choose the Right CRM Solutions for Your Organization

Broadly speaking, there are eight steps you can take to choose the most suitable CRM software according to your organization’s needs. Learn more about them through the following explanation.

1. Identify Your and Your Organization’s Goals

Before anything else, you need to identify what goals you want to achieve by using a CRM. There is a broad range of goals that you can refer to when choosing the right CRM tool. Determining the one you really need will be the most effective to help you get your target. 

Yours might be one of the following examples.

• Track Leads and Lead Activity,
• Offer Connectivity between Teams,
• Track Customer Base,
• Manage Relationship,
• Track Opportunities and Closing Rates,
• Organize Business Operations,
• Increase Profitability,
• Generate Customized Reporting, or else
• Improve Productivity.

2. Understand the Implementation

The second step to choose the right CRM solutions for your organization is to understand the implementation. It is inevitable that whenever you change or introduce new software to your team, there will always be an implementation period.

In some cases, you may even need an outside consultant or staff to lead the implementation. In addition to the implementation period, there will also be a training and testing period that aims to address any system bug issues that occur while implementing best practices for progress.

In other words, while there are no external implementation costs, you should still consider the cost of educating your team. Educating the team here means providing them with knowledge about the new system, as well as how to upload data to the new platform.

As a reminder, this training process is generally costly and takes time away from your team’s daily duties. For this reason, you need to consider the impact of this implementation when choosing a CRM tool.

3. Choose the Right CRM Solutions for Your Organization: Preparing for User Adoption

Surely, there will always be members of your team who resist the changes due to the use of CRM tools. Generally, the sales team of your company will feel threatened.

How so? Actually, this is a common complaint among sales teams. The reason is that these people believe that providing customer contact information can jeopardize their position. The solution is to calm your sales team down and reassure them that none of their concerns will be realized.

Try to convince them they will neither lose nor share their customers with others as they have a close relationship with the client. In any case, involving the sales team in the CRM selection process, getting their buy-in, and keeping them engaged is necessary.

4. Understand Product Mobility

You see, the mobility of a product is key to the smooth running of your business in this day and age. So, your sales team will definitely be working mobile and using multiple devices, ranging from phones, tablets, and laptops to access and use your new CRM system.

Therefore, you must look for a CRM tool that can be accessed using various devices, both mobile and web. You also need to remember that most of your sales team is probably tech-savvy. So, look for a platform that keeps up with the latest technology.

5. Layout Your Process

You should also realize that CRM tools are usually designed with several business processes in mind, which is different for everyone. However, this is not a bad thing because it is what differentiates your business from your competitors.

However, since everyone’s business process is different, it is important that you look for a CRM tool with flexibility and one that is effective with your business process. It means that you need a CRM tool that can grow with your business while adapting to changes in your business processes without needing replacement.

6. Review Compatibility with Currently Available Software

We know that, nowadays, compatibility with some systems is not an issue as many of the latest applications are API-connected. Still, to choose the right CRM solutions for your organization, you should ensure that the CRM system you use can interact with other applications you already have.

Suppose you need help in connecting all your CRM systems with APIs. Then, try to find a third-party platform that can integrate your CRM system to simplify the organization of your business data.

7. Dig into the Product Demo

You really have to maximize the existence of a demo or trial of a CRM tool. So, make sure you can access the demo. More importantly, you should take this opportunity to use the demo. Try using the demo to test the system and see its strengths and weaknesses for your business.

Requesting a demo of a CRM tool is actually a common thing. Most people request a demo to get a glimpse of the CRM tool system before thinking it will work. However, taking a little extra time to test a demo can save you time in the future.

8. Ask About Reporting Capabilities

Every CRM tool has good CRM functionality. Yet, the reporting capabilities of the product are something you should consider, as they can help you surpass your competitors. The CRM’s ability to customize reports based on your unique data can lead you to wins, losses, or opportunities.

Your data collection process may be effective, but your data may show otherwise. Moreover, ensuring that your sales team dares to enter the correct customer data will be very useful in determining the right products, services, and prices for your business.

Which Step is The Most Important to Choose the Right CRM Solutions for Your Organization?

While the utilization of CRM tools helps many aspects of your business or organization’s strategy and operations, you should scrupulously consider the very first step. 

Identifying a specific goal according to your organization’s needs and objectives will help you choose the right CRM solutions for your organization. This step facilitates you better in determining which features, specifications and budget of a CRM tool will be the most fitting. 

Thus, you’d be able to streamline the whole process and time.