5 Tips to Select the Best CRM Software

5 Tips to Select the Best CRM Software

Customer relationship management (CRM) software helps in building and maintaining a relationship with the customers. The CRM software has evolved from a simple tool to manage customer data to a comprehensive relationship tool that you can use to manage leads, perform follow-ups, promote products, and analyze data to fine tune your products and services.

Using a CRM software, you can identify leads, manage contacts, follow up with prospective clients, and then convert the leads into customers. Given the great importance of a CRM software for a business, it’s vital that select the right one after careful consideration. Here are some things that you must look into when searching for a CRM solution for your business.

1. Ease of Use  

The foremost factor that must be kept in mind when selecting a CRM software solution is the interface of the software. The software should have a simple user interface. The employees should not have to spend hours (or worse weeks) in figuring out how to use the software. The more complicated the CRM, the less productivity will result from implementing the CRM solution.

2. Flexible Connectivity

Another important factor to consider when selecting a CRM is the whether to buy a cloud or desktop based software. The advantage of cloud-based CRM is that you can access the software from anywhere, anytime. You can access the software while traveling to keep up-to-date about each and every client.

With a cloud-based CRM software you don’t have to invest in costly server and storage devices. All the application and company files are stored in a remote and secured site. Moreover, you won’t have to update or backup the software and critical company files as the cloud vendor does the task automatically for you.

3. Scalability Option

Scalability is a critical feature that you must not overlook when selecting a CRM software.

Make sure that the CRM software that you purchase can be easily scaled up according to the growing business needs. This is important to avoid grappling with the costs and other options when selecting a new replacement software after a few years.

3. Vendor Reputation

The third important point to consider when selecting a CRM software is the reputation of the vendor. You should scrutinize the reputation of the client by reading online reviews and customer feedback. You can also ask other businesses that use a CRM software to learn about the customer service reputation of the vendor. Most of the reputable vendors also publish case studies that you can read to gain in-depth information about the reputation of the company.

4. Reporting Features

Reports are the most important feature for a business owner. Make sure that the software is able to generate a detailed report about the performance of the customer relation personnel. The reports should provide insights about the leads as they pass through different stages of the sales pipeline before converting into a customer. This information can prove invaluable in improving the customer service that will ultimately boost the bottom-line of a company.

5. Safety and Security Features

Make sure that the CRM vendor offers robust safety and security features. This is important to protect confidential company files from getting into the wrong hands. Customers are the most valuable asset of a company. If someone steals confidential customer information it can greatly damage the reputation of the company. That’s why it’s important to make no compromise when it comes to security features of a CRM software. The vendor should provide a safe and reliable platform to access your data through role-based security option. Also, firewalls and antivirus software should be installed in the vendor’s systems ensure that hackers don’t gain access to the files stored on the remote server.

In the end, the most important step that you can take when searching for a CRM software for your company is to speak with the existing clients. Ask them their experience in using the software as well as the quality of support services offered by the vendor.