Because collaboration is such a vital part of modern business practices, you must learn how to find the right CRM, or Customer Relationship Management, software platform for your unique needs. Unfortunately, numerous options populate the market, with more joining the fray each day. In order to make the best choice for your business, you should engage in a thorough CRM feature comparison. By looking for a fully–integrated system that connects with programs like Microsoft Outlook, you can quickly launch a CRM platform that meets your needs for seamless communication without a huge investment of money, resources, and training.
Choosing the right CRM software has a lot in common with choosing a new location for your business. The right choice makes your business instantly and effortlessly more successful, and everyone will notice the wrong choice.
Feature Comparison Table
How to Compare CRM Software – Questions to always ask
What factors should I consider if I am new to CRM software?
You need to consider how easy it will be to integrate with the software and hardware you currently have. You’ll also want to know if the platform will be user–friendly for both customers and employees. Finally, you must consider cost and decide if the potential gain is worth the monthly or yearly commitment. One of the biggest mistakes that managers can make when it comes to CRM software is purchasing a software that doesn’t really meet their needs. In order to avoid this situation, do a CRM software comparison to find out if each potential platform will be able to solve your customer relationship management issues.
Is it difficult to implement and master a new CRM solution?
For many, the implementation of a new CRM program can be one of the biggest concerns. While many CRM solutions can require extensive setup and training before and after launch, others offer a simpler experience. Remember, the more time and effort it takes to set up your CRM platform, the more money you’re investing in training and the less time you have to connect with potential customers. Make sure you do a thorough CRM comparison to find the solution that will fit your unique needs and still allows you to set up and implement it quickly and efficiently.
How can CRM software help my company?
CRM software can help your business shore up weaknesses in its sales and customer relations strategy. Compare CRM features with a list of the things that you know your business needs to improve on, such as customer communication, lead generation, and sales reporting. You can even create a CRM software comparison chart to see which software provide the vital tools that you’re looking for. Even though you might not pick the most widely–used CRM software, by doing a thorough CRM comparison, you will pick the one that meets your specific needs best.
Is the CRM software a fully integrated solution?
CRM can integrate with existing programs in three different ways: Not at all, partially, or as a fully–integrated system. Decide how important it is for your new collaboration software to be fully integrated before buying a solution. Do a quick Outlook CRM comparison and you’ll find that many CRM platforms only provide a partial integration or email syncing capability. Consider a fully–integrated CRM that connects seamlessly with Microsoft Outlook. Full integration with Outlook cuts down training time for the new CRM, and makes for smoother work processes.
How does this tool keep your users informed about the things they need to know or act on?
Any CRM software should make communication with customers easier and more efficient. Because of this, you must discover how to share information with your potential CRM platform. When you’re doing your customer relationship management software comparison, look at items such as how easy it is to have real–time discussions, how often alerts and notifications are sent out, and whether there is an automated system for sharing updates based on customer actions. These features let you keep your users in constant contact with one another without wasting time that could be better used selling products or personally interacting with customers.
Is the CRM interface simple and intuitive to use?
The easier a CRM platform is to use, the more effective it will be at fulfilling your organization’s collaboration needs. When a CRM proves difficult, it is less likely to be implemented fully, often negating the positive results from full interaction with the features it provides. In addition, excessive training costs money, time, and energy, all of which could be better spent on more productive parts of your business. By doing a thorough CRM systems comparison, you can see which tools will be easiest to learn and use, while still providing the tools and functions most essential to your business.
Does the tool provide easy data entry?
Data entry has a high cost in productivity at many businesses, so if the goal of your CRM tools comparison is to find a platform that promotes efficiency, be sure to look at data entry features. Rather than having an elaborate data entry system that provides little comment tracking or merging with other applications, look for a CRM platform that makes work for data entry specialists easy, fast, and accountable. Specifically, find out whether data can be uploaded in bulk from a .csv file, or whether entries can be “signed” so that you know who created the data set.
Can my sales team run reports from inside Outlook?
Since Outlook is one of the most used programs by businesses worldwide, your team likely already knows how to use it well. A CRM features comparison will help you locate one of the few CRM platforms that fully integrates reporting with Outlook. Not only is Outlook a program with which employees are already familiar, but a fully–integrated CRM program avoids forcing your team to manage several different programs in addition to Outlook. Your reporting process, in turn, will shift from multiple steps to just one or two. These features save you time, lead to fewer mistakes, and result in a more accurate picture of where your organization stands on key metrics.
“What’s In It For Me?”
Finally, you should know how your team and business will directly benefit from the CRM platform. Throughout the research, implementation, and maintenance stages of your CRM launch, you should assess of how each feature and element will help your users be more efficient. A CRM price comparison should also be included in these stages, ensuring that your bottom line improves with your final choice.
An inexpensive, low–maintenance solution that fully integrates with Outlook and other core business programs will save you time, make you money, and improve your overall service quality. This kind of CRM platform makes for happier employees, more engaged customers, and an efficient organization that is prepared for success.