Скачать или смотреть CRM Software Selection Guidelines I Tips & Steps to Choose the Right Solution

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Finding a CRM is not challenging – the real challenge is finding a CRM that best suits your business, that grows with your business. Because CRM is not just a software, it’s indeed a set of process. A process totally different from the typical IT purchase procedure.

Every business is different and there is no one-size-fits-all CRM solution.
That’s why, In this video – I will give you all the essential guidelines, Tips and steps to help you implement best suited CRM software for your business. Every piece of information in this video is going to be very important, so don’t skip the video – or else you’ll miss out a lot.

Any CRM software comes with plenty of basic features, but you need to make sure the software you choose must have these characteristics, like
1. Workflow Automation
2. Easy Customization
3. Third-party integration (i.e. Sync with Marketing Software & other 3rd Party Applications)
4. Campaign Management i.e Email Marketing
5. Lead/ Customer Management
6. Sales Forecasting and Reporting
7. Social CRM capabilities
8. Analytics & Reporting Dashboards, and last but not the least
9. Real-time data.
With regards to technical features – the CRM software must have the qualities of
1. Easy Integration & Simple to use
2. Remote and Mobile Access
3. Integrated Analytics and Actionable Reporting
4. Reliable Security & Recovery
5. Adapts as Your Company Grows
All modern businesses – be it large, mid or small face the same 3 business challenges.
• Improving Productivity
• Reducing Cost
• Increasing Profit
And yours is not exceptional. So, the features I mentioned are your definitive checklist during your CRM buying process.
Now, let’s understand a bit about different CRM types.
There are three main types of CRM software
Operational CRM: that uses sales and marketing automation to give you a complete view of each customer’s journey.
Then Analytical CRM: which analyzes your customer data and identifies patterns to help you make better business decisions.
Then comes Collaborative CRM: it Organizes and shares customer information with your internal and external stakeholders.
So far you get a brief idea of what type of CRM serves what purpose, and which type is ideal for your business.

Buying a CRM solution involves a lot of phase, strategy & a complex series of decisions.
PHASE: #1
Start evaluating your business issues, pain points and functional requirements and of course your company goals
Ask yourself these questions
1. What are my company’s operational issues and requirements?
2. What are the most inefficient processes in our business? How CRM can solve it?
3. Who all are going to use the CRM and why?
4. What other software do we want to integrate with CRM system?
5. What is our budget? What other additional costs involved?

Once you asses these issues, and find how a CRM can resolve this – you are very much into right track of your software selection process.

PHASE: #2
Evaluate different CRM Systems and Providers.
Decide what features and functionality you need for your business, and Develop a formal selection process.
Depending on your business requirements and the resources you have at your disposal, you need to decide whether to opt for a cloud CRM or an all premise CRM.
Both solutions have pros and cons. Just choose the option that is flexible and is able to evolve together with your business.
Then evaluate shortlisted vendors through their presentation and live demonstration. Request for a test drive free trial. Inquire about the training and support services so your employees can be armed with the skill set to use the system effortlessly.

PHASE: #3
Test your new CRM extensively before launch.
Before the system goes live, you need to test all functionality, data quality, conversion, and reporting dashboards. And most importantly – the integration, seamless connectivity between your CRM with your business processes and other software. Integrating your marketing efforts with sales activity.
The new system would have a huge impact on how your business functions, including the day-to-day jobs of individual employees. You need to address this in a positive way, as to show your employees how the new system can benefit them.
Remember that CRM will not magically fix all of your problems. It’s a tool, and like any other tool, it requires skilled hands to get the most out of it.
So, Put your people and process first, and CRM at the center. Create a customer-centric strategy and enable it with the technology.
It delivers great benefits - only if you implement in properly.
That’s all for today.
See you in the next video.
Till then stay healthy, stay safe.