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How to Choose the Best CRM Software for Your Business?

Confused about choosing the right CRM for your business?


Wondering which all features I should consider before choosing the right one for my needs?

CRM started off as a simple software that helps maintain and increase the communication businesses have with their customers. With time, CRMs have evolved and currently serve by handling all operations in your business and increasing efficiency.

In this post, we talk about all the things you need to consider before deciding the right CRM for your business.

 

1. The core purpose of your purchase


CRM is a very broad-level term, and there is no end to what you can do with proper CRM implementation. 

The best way to select and also the first thing to consider is the purpose for your consideration of a CRM. There can be many reasons including - 

Streamlining the sales channels in your company
Improving the customer response system and support team
Centralizing things with a combination of ERP and CRM in your company

You also need to ask the question on which all team members will be accessing and using the software.

Different CRMs are known for being more efficient for specific purposes, and this will act as the initial filter for your choice.


2. Integrations of the CRM with different software


Another important consideration before making a decision is the integrations of your CRM. In case of Dynamics,  Microsoft CRM Consultant suggests that You have to make sure that the CRM can easily be integrated with all other HR, finance, or ERP software that you use.

Most of the CRMs would offer basic integrations with Google and Microsoft Office 365 accounts, but growing businesses have many more requirements that must be fulfilled. 

User-friendly and 360 Degree CRMs like Microsoft Dynamics CRM offer integrations with hundreds of software, including Power BI, by which you can visualize all the data in the form of charts and also get automated insights.

You can automate projections and get insights from AI in key business decisions using all these tools. 

Make sure to consider these factors to easily integrate this software at the click of a button when the need arises.


3. Choosing between cloud and on-site data storage


The two choices you have to make are between cloud software and on-premise versions, both of which have specific pros and cons. 

You should be choosing Saas solutions if you are okay with hosting all your data on the cloud and do not wish to pay high upfront costs and costs of maintenance. 

On the other hand, on-premise software comes with high upfront costs, and you have to bear the initial costs of setting up and integration.

But the best part is that you won't have to pay the recurring costs. The upfront cost pays off over time, and you can even do custom integrations, which might not be possible in the cloud versions.


4. Check for the reviews


The adoption and culture of CRMs have skyrocketed in the past few years, and some prominent IT companies are ruling this space.

Before deciding on selecting a particular one, make sure to read all the reviews you can find on the internet.

I am sure you will be able to find thousands of reviews for each software and even forums discussing the same. You can even easily filter for reviews of companies in your niche, which will give you a fair idea.

5. Take a Demo and the trial


Before you make the purchase, make sure to ask for a demo. Almost all of the software will also have a trial period which you can avail of to check for everything.

During the trial, the important thing is to test all the features you think you would require and add your team members. Make sure to make a list of all the features that you require daily and also the number of members who are using the software.

6. Check and analyze the UX


The user experience of your CRM is one of the biggest factors to consider as no matter how many features you have in your software, it all comes down to how much you can use at the end of the day.

As a business owner, time is your biggest commodity. After the first few tutorials, you won't actually find the time to learn how to operate different features of the CRM.

When you try the software, you will be able to judge the user experience based on how many Google searches you have to make while using the software's basic features. Make sure to confirm if you can easily navigate through all the features and have control and understanding of all the data, even on the mobile app.

Conclusion

CRM is about to change the way you do business and improve the efficiencies of various divisions in your company.

Make sure to follow all that is mentioned in the post. If you would ask me about one software that checks all the boxes and will help you grow, check out CRM Software by Microsoft !

You will be able to find many Dynamics Consulting companies that will guide and suggest you about everything from the very beginning while integrating everything together. These consultants will set you up for success with the right tools.

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