CRM Software
Published November 09th, 2016 by

Which Is the Best CRM Software: Tips in Choosing the Right Platform

Which Is the Best CRM Software: Tips in Choosing the Right Platform

Customers play a vital role in the success of one’s business. Without their help, your firm wouldn’t survive. For this reason, you need to have a good relationship with your buyers if you want to retain them. So the question is – how can you maintain a connection with your clients?

There are different ways that you can do to keep that good relationship. If the customer is one of your regular buyers, you need to show your appreciation for their support. Let’s take this season of giving as an example. To show your gratitude, you may give a special promo for all your loyal customers. You may tell them to get all the items that they want within a minute, and it will be theirs free of charge!

As for your new customers, you may give them a discount on their first purchase. Not only will it attract more buyers but will also help you get their trust.

However, doing these things is not easy, especially if you’re running a huge store. Apart from giving them incentives and discounts, you also need to give them good service. After all, it is what helps you gain the buyer’s trust.

Fortunately, there’s a system that helps you manage your connection with all your clients. That program that we are referring to is the customer relationship management software. There are many providers of this tool, but which is the best CRM software?

In this post, we will discuss some tips to follow when choosing the best CRM software. Furthermore, we will talk about the uses of this tool. But first, you need to know the purpose of this system.

A Brief Explanation of CRM

Customer Relationship Management (CRM) is a tactic used for managing the company’s relationship and interaction with its clients. Its primary purpose is to improve the business’ profitability.

The CRM system lets you focus on your connections with your customers, users, and even with your co-workers and suppliers. Moreover, it allows you to integrate the program with your marketing and sales management software. In that way, both units will get the same information about the customer. So, you can create a campaign that will entice your buyers to get your latest offer. With the help of this tool, you will surely improve the company’s profitability.

How Does It Work?

The use of the customer management software is undeniably on the rise. Nonetheless, many companies are still not using it. According to, there are ten reasons why some industries are not using this program. One of their primary reasons is they failed to reach their monthly quotas. This situation, however, can be prevented if you know how to use it.

There are two ways to use the CRM tool. First, you can use it as a campaign management platform. This system processes the data of the customer. It informs the user about the products that your clients have ordered. Because this system integrates with your marketing software, this unit can also concentrate on cross-selling campaigns.

The analytical feature of this tool helps you determine when there is a price change or sales improvement. Furthermore, it tells you when a product development is needed. You can accomplish these things through data mining.

Data mining lets you predict analytics using the data that are presented by the software. It lets you determine the sales potential of each subject. A buyer’s purchasing record is stored in the customer database software. You can use this information to know the probability of making sales to that person. Aside from that, you can use it to create a compelling campaign that will persuade them to get your latest offer.

In addition, you can also use it as a sales force automation program. This tool records all your conversations with your clients. The purpose of this function is to improve your service. So that when the same problem recurs, you already know what to do to solve the issue.

This software also allows the buyer to configure the product. For instance, a potential customer visits your online store, and he’s looking for a shirt. To order the item, he needs to be specific about what he needs. He needs to indicate the size,  as well as the color. In that way, he can get a shirt that fits him.

7 Tips for Selecting the Right CRM Software

As mentioned earlier, the demand for CRM programs is increasing. According to, 91 percent of firms with approximately 10 staff members now use this software. Thus, more and more CRM providers are coming out. For this reason, it’s quite difficult to know what is the best CRM software.

To help you choose the right program, here are seven things to consider when getting a customer management product:

  1. Identify Your Goals.

When finding the right CRM package, you need to know the things you want to solve. Consider these goals and rank them according to their importance:
a. Manage Relationships

  1. Connections Between Your Staff
  2. Produce Customized Reporting
  3. Track Closing Rates and Opportunities
  4. Manage Business Operations
  5. Monitor Consumer Base
  6. Improve Profitability
  7. Track Leads and Activities
  8. Increase Productivity
  9. Consider the Implementation Process.

This tip is important. Every time you are going to introduce a new system, there’s going to be an implementation period. You need to train your employees, so they won’t have a hard time using the tool.

Unfortunately, training your employees means spending money. You need to hire a trainer to teach your staff on how to use the program. However, it could also mean losing sales because training your employees would take a lot of time.

Thus, when choosing the right CRM package, check if the software is easy to use. You may read some reviews at to get an idea of its features and ease of use.

  1. Involve Your Sales Team in the Selection Process.

Apart from the business owner, the sales team is the one who is going to use the software. Normally, your sales force will feel threatened whenever you introduce a new program. Instead of feeling excited, they would complain about the system.

To prevent it from happening, you need to tell them that there’s nothing to worry about. Tell your team the benefits of using the software. If they know the things they can get, their doubts will diminish.

However, if you can’t convince them, you may get the sales force involved in the selection process. Because they will be the one to use it, it’s only fair if they choose the platform.

  1. The Software Should Be Mobile-Friendly.

Nowadays, everyone owns a mobile device. Thus, the CRM vendors are making their products mobile. This means you can easily download and install the tool on your phone. When getting the right customer management system, make sure you can access it to your mobile device. In that way, you can track the productivity of your business and manage your relationships wherever you are.

However, you need to ensure you can integrate it with your other systems so you can receive data on your device.

  1. Compatibility With Other Business Management Programs.

Although compatibility is becoming less of a problem, integration with other programs is necessary. Check if you can connect it to the API. If not, you can look for a third-party platform that will help you integrate it with the mentioned system. In that way, you can streamline the data without a problem.

  1. Look for a Product Demo.

One of the things you need to look for is a product demo. This offer will let you have a free trial of the product within a limited time.  You can take advantage of this service to know if it fits your needs.

When using the product demo, try to break down the components of the system. Sure, it will take time, but the result of this process will benefit your business in the long run.

  1. Check if the Software Has a Reporting Feature.

Recording conversations and monitoring the behavioral patterns of your customers are nice. However, these functions won’t help you predict the future of your sales. For this reason, you need to ensure that the software has a reporting feature. This function plays a vital role in decision-making as it tells you what needs improvement and modification.

Moreover, you can use it to generate reports for the upcoming meeting. Since it receives the data automatically, you don’t need to type the details in the software. You only need to customize it and it’s ready for the presentation.

Choosing the right CRM unit is essential to the business. With these tips, it will help you find the correct program. However, you need to do your research before you choose a customer management product. Otherwise, you might get a useless piece of customer database software.

Do you want to know who has the best CRM software? Go to our website,, and read our reviews of CRM software.

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