6 tips on how to choose a good CRM

Martin Perez -

When it comes to choosing a CRM, there are many things to consider. What is your budget? What features do you need? How many users will need access? These are just a few of the questions you need to ask yourself when making this important decision.

In this blog post, we will discuss six factors that you should take into account when choosing a CRM. By considering these factors, you will be able to find the right CRM for your business!

6 tips to help you choose a good CRM are:

  • Identify your goals
  • Take a look at your budget
  • Easy user interface
  • Get a free trial or product demo
  • Compatible with current system/ operation
  • Features

Let's go into detail for each!

Identify your goals

What are you looking to achieve with a CRM? Do you need a system that can manage your customer data, or do you need a more robust system for sales and marketing? Once you know what you want to use the CRM for, it will be easier to find one that fits your needs.

For example, if you're a small business owner, you might not need all the bells and whistles that come with a more expensive CRM. On the other hand, if you're looking for a CRM to help with sales and marketing, you'll want one with more features.

Take a look at your budget

Not all CRMs are created equal - some are more expensive than others. It's important to find one that fits within your budget. However, just because a CRM is affordable doesn't mean it's the right fit for your business. Make sure to consider all of the features offered by each CRM before making a decision.

Looking at your budget and operating costs is especially important if you're considering a cloud-based CRM. These systems tend to be more expensive than their desktop counterparts, but the monthly subscription fee can often be worth it for businesses that need access to their data from anywhere.

Easy user interface

It's important that the CRM you choose is easy to use. If it's not, your employees will likely find it difficult to adopt the system and could end up not using it at all. Make sure to test out the user interface before making a purchase. You don't want to be stuck with a CRM that's difficult to use.

Be sure to answer questions like:

  • Will you or your team have a difficult time using the CRM?
  • Is the interface easy to understand and use?

These are important questions to consider when choosing a CRM.

Get a free trial or product demo

Most CRMs offer a free trial or product demo so that you can try out the system before making a purchase. This is a great way to see if the CRM is a good fit for your business. Make sure to take advantage of these trials and demos - you never know, you might end up loving the CRM!

During the product demo be sure to ask questions, if there are any hesitations about how the CRM might work for your business. And don't be afraid to try out other CRMs.

Compatible with current system/ operation

It's important that your new CRM is compatible with your current system and operations. If it's not, you'll likely run into problems down the road. Make sure to ask the vendor how compatible their CRM is with your business before making a purchase.

For example, if you're currently using a Microsoft Outlook for your email, you'll want to make sure the CRM you choose is compatible with Outlook. Otherwise, you'll have to switch over to a new email client and that could be difficult for your team.

Features

Finally, you'll want to consider the features offered by each CRM. What features do you need? What can you live without? Make a list of the must-have features for your business and use it to narrow down your options.

When choosing a CRM, it's important to consider all of the factors listed above. By taking into account these six factors, you will be able to find the right CRM for your business!

What features to look for in a CRM?

Now that you know 6 tips in choosing a good CRM for your business and goals, let's talk about what features you should look for in a CRM.

6 important features to look for in a CRM are:

  1. Easy User interface
  2. Customization
  3. Third-party integrations
  4. Customer service tools
  5. Security
  6. Data collection

Easy User interface

One of the most important factors to look for in a CRM is an easy user interface. If it's not easy to use, your employees will likely find it difficult to adopt the system and could end up not using it at all. Make sure to test out the user interface before making a purchase. You don't want to be stuck with a CRM that's difficult to use.

Customization

Another important factor to consider is how customizable the CRM is. Can it be tailored to meet your specific needs? Or will you have to make do with what's offered? Customization is especially important if your business has unique requirements.

Third-party integrations

Third-party integrations are also important to consider. Most CRMs offer some sort of integration with popular third-party applications such as QuickBooks, Salesforce, and Zendesk. These integrations can make your life a lot easier by automating tasks and saving you time.

Customer service tools

Customer service tools are another important feature to look for in a CRM. These tools can help you keep track of customer interactions, resolve issues quickly, and improve your overall customer service. One customer service tool you should look for is a live chat! this way you can quickly interact with potential leads and customers right away!

Security

When it comes to data, security is always a top concern. Make sure that the CRM you choose has adequate security measures in place to protect your data. One way to do this is to look for a CRM that offers two-factor authentication.

Data collection

Finally, you'll want to consider how the CRM collects and stores data. Is the data stored securely? Can you export it if you need to? Make sure to ask these questions before making a purchase.

Be sure to look at what kind of data is collected, while customer data is important, be sure to look for features that analyze the user interaction with your website. A great feature for this is session recording. You'll get a visual representation of how your customers are interacting with your website to see what areas you can improve.

Looking for a great CRM? Try Moment!

A CRM software can be a great investment for businesses of all sizes. By taking the time to research and choose the right CRM, you’ll be able to reap the benefits of better customer relationships for years to come.

Moment offers a free trial so you can explore all our features and see if we’re the right fit for your team.

You can register to Moment's CRM for free, no credit card needed!