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How to Choose the Best CRM for Small Business

27th Nov 2015
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Running a small business is always a big challenge that every owner faces It requires being up-to-date with a large variety of market data, potential opportunities and product or service development plans. To succeed with these tasks and to increase efficiency of business management, investing in a customer relationship management solution is the best decision to make today.

Despite the common myth that CRM solutions are designed for large enterprises, there are a lot of applications matching small business requirements and that are easily-deployed and ready-to-use. Before you start exploring the market, please take a look at these five questions that you should point your attention to when choosing the best CRM for a small business:

1.                  What business requirements should a CRM match?

In other words, you need to clarify whether you need CRM for sales, marketing or service, or all three. Innovative CRMs cover various sales processes starting from contact and account management, lead management, e-commerce, opportunity management, order and invoice management and so on, along with customer service cases and online marketing campaigns. On the other hand, you should keep in mind that your business will grow and processes will need to be modified, so it is vitally important to choose a scalable, fully customizable tool that you will be able to adjust according to new business needs. For instance, bpm’online CRM has all of the mentioned features above.

2. What systems should CRM be integrated with?

You certainly want to quickly send sales information to your accounting software and synchronize your contact list with your email marketing service. Just imagine how many programs and applications are being used by employees to manage their tasks! Integrating as many of the commonly used tools with a CRM reduce tedious work and the number of errors when transferring data between systems.

3. What specific features do you need for doing business?

There are a lot of additional features you may find in certain CRMs only, that’s why you need to clarify which of them are important for your business before choosing a CRM. For instance, many companies today give full attention to monitoring social media channels to find brand mentions, or require special tool for project management to track the progress of an order, or need robust collaboration tools to conduct video chats with other users, collaborate on documents, and post statuses with comments like on a Facebook page.

4. Is mobile access to a CRM available?

Regardless of what business you have, today’s competitive environment requires your company to be bold and agile to provide customer-centric approach, and be ready-to-react 24 hours a day, 7 days a week. From this perspective, having a full-fledged mobile CRM app can be a unique business differentiator to deliver incredible experience to your customers.

5. What are the pricing options featuring your budget?

A simple rule to remember—the more advanced features you want, the more you will have to pay. Considering a CRM solution for a small business, try to make a balanced decision by getting the right solution for the affordable price.

Answering these five questions will get you started on the search for the right CRM. 

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By Serina23
08th Jan 2016 12:34

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