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Tips for choosing the best CRM for your business

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CRM has become a ladder for growth to many businesses. Due to its exceptional capabilities to increase sales and build long-term relationships, it is becoming a preferred tool for companies of all sizes. But, how you can decide which one is most suitable for your business process.

A CRM is the ultimate solution to manage, nurture, and close deals quickly. Each company has different requirements; the CRM functionalities that work for one company might not work for others.

Moreover, it isn’t logical to spend extra for the features that are not even required.

Below are a few tips that can help you in selecting the best CRM for your business:

1.Identify the problem you want a CRM to solve

Till you don’t know the symptoms of a disease, you cannot find a cure. Similarly, to choose the best CRM solution, you need to start by diagnosing the problem.

Convene your sales team and discuss the issues they are facing while closing a deal. Create a checklist of features you require to overcome these issues.

For example, a sales rep in your team sent an email to a potential prospect, but he didn’t get a response. Now, he doesn’t know when he should follow-up next.

So, here you require a CRM that has email tracking along with rest of the features to find out if the prospect has opened and read your email or ignored it. Accordingly, you can decide if the deal is worth pursuing or not.

2. Find a tool that saves your time

Time is crucial for sales. So, you need to use CRM software that saves your time and increases your productivity. It should have features that allow you to automate various time-consuming processes.

For example, sales managers can set workflows and automate the tedious activities of assigning tasks to their team.

Besides, some of the modern CRM systems come with built-in calling feature, so that you can seamlessly make and receive calls from one platform without any third-party integrations. Everything you require is streamlined in one place so that you can work faster and efficiently.

Seamlessly take notes, record calls, and automatically log activities without any hassle.

3. Integrates with the tools you are already using

Do you like change? Well, no one does. So, choose a CRM software that integrates with the tools you are already using.

There are many CRM systems that are compatible with various third-party applications like Google Docs, Slack and RingCentral. This means you can effortlessly call, manage your docs and collaborate with your team through a single platform.

4. Research thoroughly

The market is flooded with a broad spectrum of CRM software. So, conduct an in-depth research before you settle for one.

Popular products are always appealing, but they are often expensive.

Why spend extra when you can get the features your business requires at less price. Read reviews on various CRM reviewing sites like Capterra, Software Advice and G2 crowd to choose the best CRM for your business.

5. Look for hidden cost

Some CRM solutions might appear cheap, but they have a hidden cost attached that might burn a hole in your budget. To avoid unpleasant surprises, ensure that the CRM provider isn’t charging you extra.

Like few of the CRM vendors, charge for connecting to external data sources or for customizing the platform. Don’t get locked behind the wheel by looking at the sticker price.

Analyze and ask price related questions before investing in the CRM.

6. Compatible with mobile

Opportunity can tap your door at any moment, so you should be prepared. Choose a CRM that can be accessed through your smartphone or tablet as well.

This will give you control over your sales even when you are away from your desk. You can access vital information at any time from anywhere and convert your dead time into productive hours.

With a mobile CRM, you do not keep your clients waiting; instantly respond to their queries and create a good impression.

7. Opt for a SaaS-based CRM

Tap the cloud to save yourself from complex installment processes or extra maintenance cost. SaaS-based CRM is easy to use and can be accessed from any internet-enabled device.

Moreover, most of the CRM have a pay-as-you-go subscription model which is why SaaS CRM is ideal for small businesses. It centralizes your database and provides a comprehensive view of your interaction with the customers.

The best SaaS-based CRM providers offer backup policies, and they even have a data recovery plan, so all your crucial data stays safe.

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8. The system should grow with you

Select a CRM that grows with your business. The business needs are constantly changing, and there are many CRM providers like Salesmate CRM who keep updating and adding new features to meet the futuristic needs of the customers.

This will help in improving your performance and keeping pace with your competition.

9. Try before you buy

Don’t you test drive a car before purchasing it? Do the same with a CRM. Most of the CRM providers offer free trials.

So, try the CRM to check if it has the features you require for your business. Don’t take the free trial for granted; dig deep to find out if it can be beneficial for your business or not.

Concluding thoughts

A CRM technology can work wonders for your business. Provided you choose the right CRM and use it well.

We hope the above tips will be helpful in choosing the best CRM software for your business. To improve the bottom line of your business, you need a feature-rich system that helps you in managing all aspects of sales.

Happy selling!

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Salesmate - Sales CRMSalesmate
Category: Business Intelligence Software Company about: Salesmate is an intelligent SaaS based CRM made for providing an extraordinary support to sales reps with the features like Sales Intelligence, Sales Forecasting, Automation, smart emails etc. Salesmate CRM is cloud-based and hence it doesn’t require any team of IT experts for management, it is simple and easy to use CRM Software.
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