A Guide to Choosing the Best CRM for Your Small Business

When it comes to choosing the right CRM for your small business, you won’t be visiting a convenience store to find the CRM on the shelf. You will have to keep patience and do the job dedicatedly so that your choice becomes an asset for your business. It’s not like you will buy a CRM and if it doesn’t work for you, you can return it. It’s a big investment and you will have to make sure that you don’t take a chance with your choice.  

As most companies usually invest in CRM technology within the first 5 years, you must not waste your time and start with your research as soon as you can. Here are a few tips that will help you in making the right CRM choice for your small business. 

  • Know your Business Requirements: 
    The best CRM is always the one that fits your business requirements completely. Your business requirements will dictate the features you need for your business. List down what you think a CRM can help you with like arranging customer data, bettering client communication, retaining loyal customers, shortening sales cycles, managing reps’ schedules, visualizing rep’s performance, etc. Once you know what a CRM can help you with, you will be able to make the right choice for you. What matters is streamlining your sales processes and operations with a CRM. So, consider this while going over your options.  
  • Identify the Teams that will Use the CRM
  • One thing that is important to be considered while looking for the right solution is identifying which teams will be using it. It’s obvious to let the managers make the decisions for their teams. But if possible, you must also include some team members to participate in the decision-making. It won’t just strengthen the relationship between employees and management but will also make sales CRM adoption easier in the future. So, start by creating a list of the teams that will use the CRM and ask them about the features that they would like to see in the CRM.  
  • Determine your Budget: 
    Being a small business, it’s understandable that you have a limited budget. You don’t want your CRM to take all of your money that could have been otherwise saved and used on other important things. The CRM solution that you choose must add value to your business and help enhance its revenue, not suck it. Do check the CRM for any hidden costs and clear all cost-related concerns beforehand. Find out if yearly subscriptions would be affordable or monthly. Do take free trials offered by most CRM companies to make sure that you don’t waste your money on something that you don’t need.  
  • Consider your Workflow: 
    Undoubtedly, your CRM software should make your work easier. It should be user-friendly and should help you to do your job more efficiently. By providing you with the right information at the right time, a CRM tool should become a powerful workflow engine for your business. For instance, you may have a certain type of customer that engages with your business in a certain manner. But if a customer slips out of that pattern, you may have to go out of your normal way to serve them better. A good CRM can help you by automating your workflows and filtering out customers on the basis of the workflows to save your time and effort in the long term.  
  • Consider Online Reviews of the CRM: 
    Of course, choosing the right CRM has to be in accordance with your business requirements. But knowing what the previous users have to say about the CRM you are planning to use can help you make an informed decision. Obviously, you don’t want to buy a CRM whose vendor doesn’t have any expertise that can help your business. Every industry has its own aspects and the CRM vendor must be familiar with your business niche and its requirements, in general, to provide you with the best solution. Check for the testimonials on the vendor’s website and reviews on websites like G2 and Capterra to ensure that you are making the right decision.  
  • Check the Mobile App: 
    In the modern world, a well-designed CRM mobile application has become a must for most businesses. Gone are the days when employees could fool their employers about the field jobs they were doing. These days, business owners have the advantage of knowing the whereabouts of their field teams to ensure that they are doing what they are supposed to do. Moreover, not being able to tally the additional expenses of the remote employees becomes a hassle becomes a burden on most small businesses. This is why they need a CRM mobile app that can help them monitor everything that the employees are doing even when they are not in the office. This will obviously help businesses strengthen their relationships with their customers.  

The question, “How to find the right CRM for your small business”, is obviously not an easy one. There is a lot of hard work that needs to be done to ensure that you make the right choice for your business. So, be ready for all the effort that you will have to put in to make the most of your CRM choice.