1. Does it fit your company?
CRMs are not “one size fits all” software. Each one has different features that may be useful to your company. Or not.
That is why, before evaluating the available options, you should look at key aspects of your company such as:
Business objectives.
The sales cycle.
The number of employees who will have access to the CRM.
Points for improvement at a commercial level.
Budget that you can allocate to maintaining a software license.
2. Does it integrate with your other apps?
Every company has different departments: HR, administration, marketing, etc.; which must have communication channels available for collaboration. For example, having the HR department access to the CRM can be useful for the payment of salaries, commissions and bonuses, and having the marketing department have access is essential to know how leads are treated after their generation and to detect new techniques that can be included in their strategy.
But not only internal integration is required: it is essential that the CRM has integration capabilities with the different platforms used today:
Work and productivity tools such as Google Drive, Trello, Slack or Microsoft Office.
Email platforms such as Gmail, Yahoo! and Outlook.
Marketing tools like Instapage, Mailchimp or Google Ads.
3. Is it easy to use?
Implementing a CRM shouldn't be a burden for your company: it should be there to make things easier from the start. The CRM you choose should be simple to use, otherwise your team might not want to adopt it: money wasted.
3. Is it customizable?
Every company has unique sales goals and strategies, different metrics, and special sales processes. Your CRM should adapt to your company. Not the other way around. Check the adaptive capabilities of the CRMs you are evaluating.
4. Is it scalable?
Implementing a CRM is a time-consuming and vietnam mobile number expensive process. You need to think long-term. The software needs to adapt to the pace of growth and changes in your business.
For example, if your company decides to incorporate a Lead Management strategy to cultivate and qualify the leads generated by Marketing, the CRM should include the functionality of automated flows.
5. Is it “Mobile First”?
B2B solution sellers spend (or should) more time on the road than in the office. Analyze whether the CRM you are buying has a good Mobile App version that suits your sellers and their context of use.
In experience design, we call “mobile first” those applications that were thought and designed to be used from a cell phone. If everything flows when using your CRM from a mobile…then we are doing well .
Bonus: before buying, try the CRM
WARNING! Even if the CRM seems ideal, there may be surprises. It is best to try it for a month (free trial version) and make sure it is the best option.