How to choose the right CRM?
Posted: Thu Feb 13, 2025 9:53 am
You're probably wondering: Should I choose the most popular CRM? How do I know which one will really meet all my needs? Which CRM will really help increase sales?
Here are 8 factors to focus on:
1. Integration
When working with CRM, you may find it useful to use various plug-ins and add-ons that are not standard features of a given CRM, and over time you may find that you cannot do without some add-ons. Therefore, it is important to make sure that the selected CRM is able to connect to other systems.
Focus primarily on connecting with:
Email client
Business software
Applications for customer analysis (such a tool could be the online database of Merk companies )
Thanks to these add-ons and plug-ins, you can upgrade your CRM and make it a truly functional and practical tool not car owner database only for the sales team, but also for marketing.
2. Clearly defined business goals
That is, what problems do you want the CRM system to solve? In general, CRM should help:
Reduce sales costs.
Increase the responsibility of sales representatives.
Predict sales more accurately.
Improve retention numbers, i.e. increase the number of clients who will continue to use the product or service.
Whether your main goal is to track leads or increase productivity, it's a good idea to check with a CRM to see if it can really deliver. And don't just focus on yourself and your team, but also on other colleagues in different industries. What problems would they like a CRM system to solve?
3. User ratings
You can find reviews and ratings of just about anything on the internet. So why not check with specific users to see if the system is really of high quality? Thanks to ratings and reviews, you can discover errors and shortcomings of individual CRM systems that you would otherwise not know about and only discover when it is too late.
4. Customization
Each system offers different forms of customization. How best to find out which CRM is the easiest to personalize? We recommend reaching out directly to a product expert to show you:
How to add a custom field.
How to turn certain features off and on.
How to set up dashboards, both individual and team.
Here are 8 factors to focus on:
1. Integration
When working with CRM, you may find it useful to use various plug-ins and add-ons that are not standard features of a given CRM, and over time you may find that you cannot do without some add-ons. Therefore, it is important to make sure that the selected CRM is able to connect to other systems.
Focus primarily on connecting with:
Email client
Business software
Applications for customer analysis (such a tool could be the online database of Merk companies )
Thanks to these add-ons and plug-ins, you can upgrade your CRM and make it a truly functional and practical tool not car owner database only for the sales team, but also for marketing.
2. Clearly defined business goals
That is, what problems do you want the CRM system to solve? In general, CRM should help:
Reduce sales costs.
Increase the responsibility of sales representatives.
Predict sales more accurately.
Improve retention numbers, i.e. increase the number of clients who will continue to use the product or service.
Whether your main goal is to track leads or increase productivity, it's a good idea to check with a CRM to see if it can really deliver. And don't just focus on yourself and your team, but also on other colleagues in different industries. What problems would they like a CRM system to solve?
3. User ratings
You can find reviews and ratings of just about anything on the internet. So why not check with specific users to see if the system is really of high quality? Thanks to ratings and reviews, you can discover errors and shortcomings of individual CRM systems that you would otherwise not know about and only discover when it is too late.
4. Customization
Each system offers different forms of customization. How best to find out which CRM is the easiest to personalize? We recommend reaching out directly to a product expert to show you:
How to add a custom field.
How to turn certain features off and on.
How to set up dashboards, both individual and team.