Three must-have features when choosing your CRM

The type of customer relationship management (CRM) that you choose will depend on not only your type of business but also on the processes and systems you employ.

No matter which category you fall into, it’s difficult to run your business efficiently without a CRM. It provides a variety of benefits, from taking control of routine tasks and tracking leads to monitoring client relationships and maintaining contact details.

However, there’s more to choosing a CRM than simply making the decision to go ahead and buy. With so many CRMs on the market, how do you know which one to go for? Let’s look at the ways in which you can narrow your search.

The importance of selecting the right CRM features for your business
Choosing the right CRM features for your business in order to address your unique business needs is crucial. Once you’ve done this, you need to align these needs with the functionality of the systems offered, deciding whether you need to match all or just some of them. The biggest error you can make is to buy your CRM based purely upon the vendor and the functionalities they promote, rather than focusing on the main concerns of your own business.

A good way to assess your business needs is to ask questions such as:
·Which of your business processes are inefficient, and how does the CRM need to improve them?
·Are there any new processes the CRM needs to be able to add?
·Who are going to be the main users of the CRM, and how many are there?
·Will your existing software integrate easily with the CRM?
·What’s your budget?

Three must-have CRM features that are useful for any business

Once you’ve taken stock of your business’s needs, you can begin to look at the must-have features your CRM needs to possess.

·Simple to use and easy to integrate
You shouldn’t have to exert any undue effort when it comes to integrating your current business processes into your new CRM; it has to be 100 percent compatible. At the same time, the CRM must have a user-friendly interface to avoid hindering your employees’ productivity. If that isn’t the case, employees may become demotivated.

·Accessibility
Ensure that your CRM is accessible from all necessary locations, both on and off-site. Remote access via mobile will be especially important for sales representatives, boosting efficiency and productivity.

·Easy to customize
With any luck, your CRM is going to be with you for a long time, so it has to be easy to customize. Whether you need your emails to synchronize with the system or your calls to be routed via the CRM, it has to be possible to make these adjustments. As you continue to grow and develop, your CRM needs to move and adapt with you.

Conclusion
We cannot conclude without mentioning this quote by Bill Gates:

“Information technology and business are becoming inextricably interwoven. I don’t think anybody can talk meaningfully about one without talking about the other.”

A CRM will boost your organization in more ways than you know. It will automatically support the integration of IT and your vital business processes. Nevertheless, because this is such a vital piece of business equipment, you have to be sure to take the time to choose the right one that best suits your organization and that includes all of these must-have CRM features. With so many heavily-promoted CRMs on the market don’t allow yourself to be distracted.

Author Bio

Jane Tareen is a columnist for Discover CRM. As an MBA-qualified professional, Jane specializes in all kinds of copywriting and creative content production. With many years spent working in advertising and publishing, she is also skilled in editorial production and proofreading.

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