Choosing a CRM system is no simple task. There are a lot of options on the market, and it’s easy to become overwhelmed with the choices available to you. To help streamline the process, it’s a good idea to take a step back and consider exactly what it is that you need a CRM to do for your company.
To help you identify the CRM essential that you need make a system a success, we’ve outlined a few of the best questions to ask yourself when considering a new CRM.
You may feel that you’ve already identified your need for a CRM, and are ready to start your elimination process, but there’s no harm in taking pause and
making sure that you’ve covered all of your bases. Below you can find the questions to ask yourself to aid in identifying your CRM essentials.
Who is going to be using your CRM system?
Are you investing in a CRM to aid in sales? If so, you might benefit from a system that allows you to track deal status and interactions, so that your team are always aware of the sales stage that each lead is at. If it’s marketing that you’re looking to enhance, then maybe you need it to be able to integrate with your existing marketing software to save time consuming manual input? Whoever it is that is going to be using your CRM, it’s important to define why they will be using the system, what they need from it, and how you can facilitate that.
What do you need to track?
The obvious answer might be your customers and leads, but have you considered whether you might also want to use a CRM to track whether your team are meeting their KPIs and targets? If this is something that you would be interested in, you should consider looking for a system that provides a daily dashboard with statistics, such as progress against targets, and a detailed reporting system, so that management can easily track the progress of their team.
Does your system need to be usable on multiple devices?
There’s no use in a desktop only system, if most of your users spend their working days offsite visiting customers or leads. Accessing a CRM via laptop isn’t always a viable option if your team have a full day of meetings, so, instead, consider systems that are able to work across a range of devices, from PC to mobile. This way, you enable your team to easily access your system, and ensure a rich data set.
Defining exactly what you need from a CRM system is key to its success, but it isn’t always the simplest process. Which is why we’ve done the research for you. You can download our handy guide to essential CRM features.
We work exclusively with the HubSpot CRM here at Quattro, because we believe that it’s the best on the market. Not only does it offer all of the CRM essentials, but it also provides a customisable and intuitive system that can be tailored to your specific company’s needs.
Our in-house CRM experts work with our clients to ensure that their CRM setup is as simple as possible. We make sure to actively listen to our customers throughout the process, so that we can identify where their data issues lie, and customise their system to rectify these areas. For more information on how we can help you better manage your data, and grow your business, book in for a call with one of our expert team.