5 factors to consider while choosing best CRM software for small business - PowerPoint PPT Presentation

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5 factors to consider while choosing best CRM software for small business

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Before you choose the best CRM software for small business, it is important to consider these factors while selecting it for your organization. – PowerPoint PPT presentation

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Date added: 6 October 2020
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Title: 5 factors to consider while choosing best CRM software for small business


1
5 factors to consider while choosing best CRM
software for small business
  • Before you choose the best CRM software for small
    business, it is important to consider these
    factors while selecting it for your organization.

2
CRM has become the largest software across the
world and it shows no sign of slowing down. The
need for CRM software for small business has
created fierce competition. Unlike CRM systems
in earlier times, the CRM Software for small
business today comes with robust features which
includes much more capabilities to manage
customer relationships. Starting from marketing
to customer support, the scope of benefits and
features you can find in CRM has expanded
significantly. With so many options available
to you, how will you know which CRM is best for
your business and is right as per your needs.
However, here we will explain to you some factors
that you should consider while having CRM for
small business.
3
  • Define your needs
  • The CRM you select for your organization should
    depend on your needs. As there is a vast variety
    of CRM softwares and you want to be sure that the
    CRM you are buying will surely meet your unique
    needs. You should ask yourself few questions
    before you choose the one, such as
  • Do you want to improve lead generation? If yes,
    then always look for a CRM that has a strong and
    agile platform of lead generation.
  • Are deals getting stuck in your pipeline? If so,
    you would want a CRM with strong sales reporting.
  • Do you need better access to your data? Then you
    will love to hace CRM software for small business
    that provides 360 degree contact view.
  • There could be many more questions you
    should ask yourself to map your needs while
    hiring CRM for small business.

4
2. Price of CRM If you are a startup or running
a small business, then for sure you have limited
resources. Unlike large companies you dont have
to spend thousands of dollars to buy software
tools for the growth of your business. So
certainly price is an issue. For sure you want
to buy CRM software for small business without
breaking your pocket and make sure at that price
you meet all your needs. 3. Ease of use or
learning curve Is the lead CRM software you are
considering is easy to use and intuitive? The
mistake you can make while purchasing a CRM which
has steep learning curves and has a tough
platform which makes it difficult for employees.
If you have a system that is difficult to
navigate, you will face low adoption of employees
and it will lead to less efficiency.
5
4. Dashboards Dashboard is a typical feature in
a CRM software for small business but never takes
it for granted. Check to make sure that dashboard
you are using is customized and allows it to use
many metrics that you want to see daily.
5.Contact Views When you are searching a CRM,
it is crucial that contact data is well organized
and easily accessible. Would every contact in
your CRM database have 360 degree contact view
with all interactions that customers have with
your company? When you have 360 degree view, it
shows that sales can view which marketing
touchpoints takes place.
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