CRM Software
Published August 05th, 2016 by

5 Tips for Choosing the Right Customer Relationship Management Tool

5 Tips for Choosing the Right Customer Relationship Management ToolThink about the time when you were just starting your business. Surely, you didn’t have as many customers as you have now. Moreover, your first buyers were your family and friends. With these people, it would be easy to build a relationship with them. In fact, you didn’t have to make any effort at all since you’ve known them for years.

But as your business grows, more customers will go to your store and shop. However, it’s hard to build or maintain a great relationship with these people. For one, you only know by their faces. Lastly, you certainly don’t have a connection with them except your business. Still, you need to make an effort to build a relationship with them as they can help your business grow.

Fortunately, there’s a software application that helps you establish a connection with your clients. This app is a customer relationship management tool.

There are many CRM packages that you can choose. They all profess that they offer the best customer relationship management tools. With these claims, how will you know if you get the right package? In this article, you will learn some tips for selecting the right CRM software.

However, you need to know what it is, and why you should use it. So we won’t keep you waiting. Let’s begin the discussion!

What Is a Customer Relationship Management Tool?

You have probably heard the acronym, CRM. But do you know what it means? Let this article explain it further.

CRM stands for Customer Relationship Management. It’s a software program that enables businesses to track transactions with present and future clients. It doesn’t indicate a precise feature, or a product. It’s a catchall phrase for any solution that allows you to monitor transactions with your customers.

Customer relationship management capabilities are not constant. They vary from tool to tool. Though almost all CRM solutions can save prospect’s and buyer’s contact details, some can’t log calls or send emails. Others can get information from a person’s social media profile. There are also software applications that provide space for additional information.

For sophisticated customer relationship management tools and techniques, they allow you to track not only customers but your team too. They have features that let you enhance customer information. They also have modules that enable you to schedule appointments, and display the team’s pipeline. They even have sales forecasts, which help you make better decisions.

But regardless of the features used, their primary goal is to create a system that can help users interact efficiently.

Marketing industries will need this tool to make sure that every lead will turn into a buyer. For sales industries, having this software in hand will increase productivity. Furthermore, it will help you save more time since it records the purchase history of every buyer.

As of today, most of the customer relationship management applications are in the cloud. With this platform, installing and maintaining the system is much easier. You no longer need to host a software using your company’s server. You just have to pay a monthly subscription to continue the service.

Moreover, you can track the transaction wherever you are. You can use your smartphone or tablet to monitor the company. However, you need to have an Internet access so you can do these things.

Why Should You Use This Tool?

For small businesses, adding expenses can be troublesome. Thus, they use spreadsheets to track the company’s transaction. With this application, they don’t need to download or pay anything, since it’s already on the computer. You just need to type in the data to check how many shoppers bought your items.

But as your business grows, your demand increases too. When it happens, then it’s time to get a customer relationship management tool. However, there are other reasons why you should get this program. Here are some of them.

When you’re entering a double-letter column in your spreadsheet. When you’re entering a few details about your customers, it’s okay to use a regular spreadsheet. However, as your business expands, more info is needed to type in. If that’s the case, then you need to use a customer relationship management system.

The spreadsheet has never been 100 percent accurate. At first, you had a lot of time to update the data in your spreadsheet. As the years went by, you tend to forget to update the spreadsheet. Hence, if you want to get the latest updates on your CRM, then you should get a CRM tool.

You find yourself wanting more. If you wish that you could do something more with your CRM tool, you might need an upgrade. If you use a customer relationship management app, you can get all the features that you need.

You’re hiring more staff members. Spreadsheets can still serve as a guide to customer information. However, it cannot hold more important stuff, such as scheduling training sessions. If that’s the case, then you should get a CRM software.

Tips for Choosing the Right CRM Tool

There’s a lot of CRM software that you can choose. Thus, getting the best customer relationship management tools can be a daunting task. To help you make a wise decision, here are some tips for selecting the right software for your business.

Simple Interface

It’s probably the most critical factor to consider when getting this tool for your business. If the software is too technical, your employees would probably avoid using this equipment. Moreover, you’ll have to spend time training your people.

However, if the app is self-explanatory, you don’t need to teach your personnel on how to use the system. Besides, who needs a sophisticated tool if you don’t need its features?

Made Specifically for Small Businesses

Some CRM providers insist that their products are perfect for SMBs. However, not all claims are true. Thus, you have to check who uses the application. If most of the users are large corporations, then you should look for another system.

You can read some reviews of customer relationship management tools if you like. These write-ups will tell you what you need to know about the service.

Fits Your Needs and Process

Don’t waste your money on getting an application that doesn’t suit the demands of your business and means. When choosing the right software, make sure it can accommodate the requirements of your organization.

You have two choices. First: you can get a software specially made for your business. It’s a bit expensive, but at least you’re guaranteed that it meets your needs.

If you’re on a tight budget, you can use a customizable solution. With this package, you can do whatever you want with it to meet the procedures and demands of your company.

Reliable Tech Assistance and Support

People created this software. Hence, you should expect that it’s not perfect. There will come a time when you will encounter technical problems with the CRM tool. In times like this, you need to get the help of tech support.

However, not all customer support teams are as reliable as they say. Thus, you need to consider it as one of your deciding factors. If the maintenance department is dependable, the problem will be fixed in no time.

Safe and Secure

The last thing you want to happen to your data is losing it. When you miss valuable information, it would be hard to gather them again. Thus, you need to look for a program that has security features.

Look for encryption and authentication features as they add more security to your data. For instance, encryption only lets the user or the creator of the data view the information. If an unauthorized person dares view it, all they can see are encryption codes.

Finding the right software for your business shouldn’t be hard. There are several options to choose from, making the selection process a bit easier. With a little bit of research, plus the tips above, you can find an app that fits your business.

There are many sites where you can get such information. You can visit an online forum dedicated to CRM software. You can read the thread to get a little information about the tool. You can also post a question if you still have concerns. Someone will reply to it, which would answer your concerns.

You can also visit a review website. There are two types of a review web page. The first kind is the blog site. It tells you what you need to know about a particular package. It provides you the specs, features, and pros and cons.

The second type is like an online forum. Users post what they have to say about a particular product. Most of the time, they’d tell you their personal experiences.

Unfortunately, not all sites that offer reviews of customer relationship management tools are reliable. Still, there are websites that you can trust. CrowdReviews is one of them. It provides fair reviews of CRM software. With this web page, you’ll be able to choose a CRM package that fits your business needs.

John Tovar

John specializes in the creation and planning of business-centric mobile applications and mobile website design and development.

Our rankings are completely independent, transparent, and community driven; they are based on user reviews and client sentiment. These crm software companies had to earn their way up and didn't just pay their way up.

View Rankings of Best CRM Software Companies