CRM Software: How to choose the best?

  • by Shin.S
  • Mar 20, 2018
  • 0
  • Category:

CRM tools make life easier for businessmen to control the processes with old customers  and unique. The CRM software helps users manage sales, marketing, accounting, vendor and many other features for managing data. You can overview all your customers with CRM system. And you can see everything in one place — a simple, customisable dashboard that can show you a customer’s orders (active, closed, in process), history of past relations and more.

Nowadays, CRM is used to find leads, follow up with prospects and nurture them through the sales pipeline. CRM is used to save customer’s important secret information to boost sales – for instance, by personalizing the experience and providing excellent customer support.

So this are the main questions about you should know before choosing the CRM software.

What is the right CRM software price? How much it can be?

The cost of CRM tool depends on features. Sellers typically use a subscription-based pricing model, which can depend on a variety of factors (number of users, a lot of integration with other services and other features).

There is many plans to expect you to pay on a per-user, per-month. Some sellers charge fixed monthly fee for a set number of users, but if you want to purchase a bigger plan you should pay extra fees for additional users or some other features. Pricing starts from $10 per user/month to thousands of dollars per month, depending on your special needs.

If you don’t have enough money for CRM software or you’re have problems with choose the right CRM tool for your business – you can try to use it. Many sellers offer free trials of their software or some offers free versions of CRM software with pay features in.

What features are you need?

CRM can give you a set of tools to help you boost sales and execute more effective marketing campaigns. Here they are:

E-commerce. Some vendors offers CRM software with built-in e-commerce functionality, while many other products allow for easy ecommerce integration or by accessing the API.

Managing and sales. New customers automatically generating by system from several sources like social media, website visitors, inbound calls, email newsletter and more other. Instant contact with your customers with preset emails and tasks. CRM software can help you on all the way through the entire sales pipeline, from lead generation to closing the sale.

Marketing. A lot of CRM tools have built-in marketing tools, such as email templates, email marketing pipelines, SMS messaging and others.

Reports. Some CRM software has reporting functionality with dynamic dashboards. You can easy exporting or importing any data you have (from Microsoft Excel) are compatible with a system you choose.

Call center. Expensive plans have call center capabilities, but there is no call center on the low-cost CRM software plans. You can integrate from other service to link call center software with CRM software. So, there is no way to have a concentrate business on call center without CRM tools.

Workflows. High-quality CRM have built-in workflows and checkmark style approvals. It helps with task management and organization.

What can you ask before purchasing CRM software?

There are many different types of CRM software. And choosing the best one is key to making it work for your business. So here are the questions to ask potential sellers:

  • For what kind of business this built, small or big?
  • What is the implementation process like and how much technical assistance is included?
  • How easy is it to use?
  • How much users are in the low-cost service?
  • How easy is it to integrate with other services?
  • What is the total cost? Are there any additional fees, for more users, integrations?
  • Have your software API accessible?
  • What about security of your services?