The quick and dirty guide to choosing the right crm

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The Quick Dirty Guide to Choosing the Right CRM
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Firing up your computer and dedicating yourself
to a yet another search for the best CRM that
will fit the needs of your growing company can be
an arduous task. You already know there are
endless options, price points, and features to
choose from.   The variety of CRMs available
today is fantastic except when you have to sift
through the noise to find youre the one you will
truly need and love (and yes, you can actually
love your CRM, imagine that).   We here at Onsite
decided to ease your pain by creating this quick
and dirty guide to help expedite your efforts so
you can get back to nurturing your customer
relationships and making more sales sooner than
later. Ask yourself which features you
absolutely need and which features are
distractions. As we mentioned earlier, the
market for business software is booming right
now, leaving you, the consumer, in the midst of a
colorful array of options, designs, and bonus
buys (oh my). And while variety is the spice of
life you may waste hours sifting through some
unnecessary bells and whistles that can cloud
your judgments.
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Start with a plan. The best CRM purchasing plans
include a precursory understanding of where your
company has been, where it hopes to go, and what
components of your previous CRMs helped get you
to this point. Once youre able to identify those
key items, the next phase is assessing your big
picture view on the software you need.   This is
the part where you invest the most brain power
and time to your search because, as the saying
goes, if you keep doing what youve always done,
youll keep getting what you always got.   With
that in mind, are there elements of your past
business software solutions that are no longer
useful or necessary? If you dont need that
feature anymore, what should it be replaced with
and why? Get crystal clear on this. And your wish
list doesnt need to be long either.   In fact,
hone in on your top 2 to 3 non-negotiable CRM
requirements and filter them through your
budgeted price range. Congratulations! Youve
just shaved off a few precious hours of your CRM
hunt.
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• Choose a CRM that has a proven high rate of
  adoption.
• Another way to save money and time is to make
  sure you choose a CRM with an above average
  adoption rate. Weve all felt the pain of hard
  work not paying off, so save yourself the trouble
  by running your next potential purchase through
  the check list below.
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• Heres how to tell if your CRM will be easy to
  set up and get started right away
• User-friendly design the CRM design should be
  something your employees will like looking at,
  can easily navigate, and features intuitive
  design elements so your team can begin using it
  without any additional training or prior
  knowledge.
• Mobile component field reps or employees on the
  go often find it difficult to drop everything and
  update their CRM records if they have to rely on
  a laptop to do it. A CRM is easier to use if it
  offers the convenience of an app for faster note
  taking, data syncing, and shorter communication
  time with the rest of the team.
• Automated tools having the ability to easily
  integrate your new program with your trusted lead
  providers is pure employee efficiency gold.

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Find a CRM that gives your company total control
over the program.   Were not here to knock
solutions that have a more public option but
sometimes a private dedicated server is paramount
for taking care of your companys unique
needs.   Besides the security aspect (in which
you have exclusive access to all of your data
without having to share a host), having a
dedicated server allows full customization of
your business software. These alterations run the
gamut from unifying vanity brand skins to custom
plug-ins.   Not only are your options plentiful,
your benefits are too. Having a dedicated server
that allows full control over your CRM can prove
to be cost-efficient, convenient (as previously
discussed), and agile.   And there you have it,
all the information you need to complete the bulk
of your next CRM search. Feel free to bookmark
this page to use this guide as your own personal
CRM buying cheat sheet.
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For more info on business software offering
high-quality private dedicated servers, be sure
to check out Onsite CRMs features.   Article
Resource https//www.onsitecrm.com/blog/the-quic
k-and-dirty-guide-to-finding-the-right-crm