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What to Know to Find the Right CRM for Your Business

With an abundance of software options for Customer Relationship Management (CRM), you might be wondering how to choose the best CRM software for your business.

CRMs are critical for optimizing your relationships with clients and prospects, as well as managing sales, marketing, and support tasks. Here are some tips for choosing the best CRM solution for your business.

Understand What CRM is all About

Do you really know what CRM is all about? How much do you know about it? It's important to ensure that before you get CRM software, you understand it thoroughly. Otherwise, you could end up getting the wrong one, which will make your customer service inefficient and could cost your company money.

So, before you take the plunge, you need to understand exactly what you're getting into. That way, you will be more confident in finding the right one that will suit all your needs.

Know the Different Types of CRM

CRMs are great tools for improving business performance. However, there are many different types of CRM software to choose from, so picking the best one for your business can be a challenge.

They can be broken down into two categories, on-premise and SaaS. Both are legitimate choices for CRM.

On-premises CRMs run on your own servers and can't be accessed off-premises. This allows you to access all of your data.

SaaS or Software as a Service CRMs are run in “the cloud” and can only be accessed online. You're also not responsible for maintaining the system, but you do need an internet connection.

Determine your Business Requirements

Before deciding whether to go for the standard or customised CRM, you must understand the scope of your business requirements. Finding the right CRM for your needs is all about finding the software that meets your exact needs.

These features will enable your business to navigate the fast-changing business environment successfully. However, you may also want to consider a flexible solution that can grow with your business.

Study the Software Features

Before you purchase a CRM, you need to know how it works to make sure that it will suit your needs. You can download a trial version of the software to test out the features. Alternatively, you can also get in touch with the vendor and ask for a demo of their software.

Features that can help you narrow down your choices include:

Multi-channel communication

In most cases, CRM solutions handle all the customer interactions seamlessly, including emails, phone calls, social media channels, etc.

Multiple user support

A CRM solution should be able to handle the needs of multiple users. Hence, it should be scalable to add more users as your business grows.


Integrations allow data to pass between CRM, other software applications, your website and your internal systems.

You can set up your own integrations with third-party tools or services or buy pre-built solutions that integrate directly with the vendor.

Learn about the CRM Customer Support Options

This is one of the key factors to bear in mind when choosing a CRM. Support options include:

  • User guides

  • Online and offline training

  • Online help, FAQs and tutorials

  • Product support personnel

  • A self-service help desk and/or knowledge base

The Bottomline

CRM software is a powerful tool for improving customer satisfaction and for keeping track of customer data. Getting the right CRM for your business is important to enhance your productivity and revenue. Whether you choose a cloud-based SaaS or on-premise software, the most important thing is that it meets your needs and fits your business model.

Success with Systems builds 360 CRM solutions. We are based in London, and we can help incorporate all of your business functions that need automating. Get in touch with us today.

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