Tips For Choosing A CRM Tool – Part 1 What Do You Need It To Do?

Choosing A CRM Tool


A good CRM tool can save you time and give you an immediate picture of how all your sales opportunities are progressing. It can automate repetitive tasks, save you money by grouping the functions of a range of tools into a single system, and help you reach your sales targets by ensuring you’re following up with customers at the right time and in the right way. With the huge amount of options out there, how do you find the right system for you?


Welcome to our series on choosing a CRM tool. Follow these steps to choose a new CRM tool which will help you grow your business faster.


Before you begin looking at systems, work out what it needs to do, how much you want to spend, how usable it is and what existing systems it needs to integrate with.


What does it need to do?


Decide what you want it to do, before you go out to vendors. Do you want it to offer lead generation, prospect nurturing, email marketing, sales quotes and invoicing, order tracking, sales forecasting, performance tracking and competitor tracking or just some of these? What processes does it need to support? The more precise you can be, the easier it will be to establish whether a product does (or doesn’t!) meet your needs. Being specific upfront means you’ll end up with a better fitting solution down the line. These details will form your business requirements which will then help you evaluate different CRM options. Some solutions have been designed for specific industries so it’s worth finding out if there are any CRM software options designed specifically for your type of business. For example, some are designed for the finance industry and comply with transparency and financial regulations. Others are designed specifically for restaurants, retailers and estate agents.


How Much Do You Want to Spend?


CRM solutions are very cost effective and can start from as low at £7 per user. More complex, bespoke and customised solutions can become very expensive so always consider how much value the solution brings versus how much it costs. If it’s looking like you’re going to need a highly customised solution it might be worth taking another look at your processes to see if you can simplify them. The more customised your solution is, the more expensive it will be to buy upfront and to maintain longer term. Industry specific solutions can be cost effective as they have already been tailored for your industry as they understand how you work.


Check back next week for the second part in our choosing a CRM tool series.

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