We know that a business stays afloat or sinks depending on customer relationships. Sales are important but satisfied customers have greater impacts. They not only create repeated business; but also offer word of mouth publicity. No amount of marketing dollar can truly substitute word of mouth marketing that a satisfied customer can produce completely free of cost.
In modern businesses, a critical requirement for efficient customer relationship building is the right choice of Customer Relationship Management or CRM software. These software solutions are designed to support and foster CRM activities.
With these solutions one can document each and every customer profile; track them when required and run analysis through customer profiles to unearth the best possible business opportunities.
But, how you can get the right CRM software for your business? Will any CRM software solve your purpose? Definitely not; it should have qualities to solve problems specific to your business.
What to look for in a CRM solution?
Today, CRM consulting services are coming out with a myriad of features and solutions. And they claim these features are like magic wands. Is there any truth in these claims? Could be; might not be. Before zeroing in on a CRM solution for your business you need to be sure that it has all the basic qualities.
Let’s get into brief but in-depth study.
This is the most basic quality that ensures seamless integration with other enterprise-level applications and device based platforms; like email systems and back-office accounting solutions. Without proper compatibility, you’ll need to overhaul on lots of other fronts. Besides, lack of synchronization could always spell trouble in future in terms of smooth accessibility.
Majority of modern CRM solutions offer capability with other applications and platforms. However, it’s always preferable to assess the compatibility in your environment with tools sets unique to your business requirements.
Customer Contacts Information
We live in a fast-paced modern business world where deals are finalized while you’re on move. So, salesmen need customer contacts whenever and wherever they need. Rank your choice of CRM software in terms of contact information storage capability and ability to integrate with geo-location applications and social media platforms.
Sales and Marketing tools
The sales and marketing tools are the primary features of any CRM software. This is not just about generating sales leads or creating customer alerts. It’s about tracking, monitoring and integrating all customer related activities – existing and prospective. That offers exact picture of customer-specific returns and opportunity costs of activities and campaigns. That way these tools help decision making on solid ground.
In fact, ease of use is one of the most important aspects. You can get tones of features in a package but they won’t mean even a dime if usability is not taken care of. Besides, good usability also saves lot of money on employee training.
Now usability comes from two things; first is clearly and logically defined navigation and the second is interface design. So, keep your eyes often for quick-navigation and easier-to-locate icons for better usability experience.
Help & Support
This is indeed a must-have feature. Enterprises evolve with time; and their requirements also evolve. Your preferred CRM solution provider must have clearly defined and established help and support infrastructure. Don’t trust on verbal commitments; double check whether they really offer that or not.
As we have said earlier that these are just a check list. Before making the decision, talk to industry specific CRM experts for more efficient and effective choice.
Rickey is a renowned software developer and as well as a scrap metal recycling expert. He has written many articles on several topics like wire recycling, some essential ERP software and many more. In this piece, he discusses about some essential CRM software