How to choose the best CRM for your Business?

In this article, we have covered the complete details of the above-mentioned 3 tips.

Choose the Best CRM for your Business

The first important thing is Scalability.

Now, what happens most of the time is when you are a small company, you’re looking for CRM software that is capable of handling the current capacity or current requirement.

 

And whatever CRM that you’re going to implement in your company can be able to accommodate that kind of requirement.

 

Now, this is fine at times but not every time.

 

What happens if your company is growing?

 

What happens if more employees or users are added?

 

what happens in the case that is a drastic growth?

 

That is what you need to consider. Now, in case if you’re implementing a very small or non-scalable CRM, then you will get stuck in most of these places.

 

And it’ll be very difficult to migrate and move to the next level of CRM. And believe me, migration is a very, very hectic process. So don’t opt for a CRM which is not scalable enough.

 

The next important thing is Investment.

When you are planning to implement a CRM, you will immediately go and search for some free CRM or, very low-cost CRM. The most important thing which you need to consider is that CRM is an investment and not an Expense

 

Yes. CRM is not an expense. CRM is an investment because it is going to give you a lot of returns. Now, when you’re investing in CRM, obviously you have to invest wisely.

 

So you can invest a little money on a certain thing, which will help you in managing your business for a short period, but that might not help you in the long run.

 

And don’t ever opt for a one-time investment or one-time plan, because that will not help you if your requirement or capacity is exceeding.

 

So whatever you are going to choose, whichever CRM you are going to choose the pricing point has to match your current and upcoming standard of growth.

 

And even when you’re growing to the next level, the pricing should not increase drastically because if you see again in certain CRMs, when you are growing and when the data points are coming more, you’ll be facing a lot of difficulty in managing that.

 

And you need to upgrade your entire CRM plan to the next level package, which will cost you 10 times more than the previous pricing, you were paying to them. Now, that is not a recommended one.

 

So you have to be wise in choosing which CRM is best for you to make an investment, which will help you with 10x or 100x your investment money.

 

The next most important thing is Flexibility.

This is again, highly recommended if your company is capable of growing to the next level. In case if you are one or two members team, and you don’t have any plans to grow your company for the next 10 years, then you can choose a free or a small CRM.

 

If you’re planning to grow your company to 10, 20, or 100 members, or more than that, then you need to consider all these options.

 

Now, when I talk about flexibility, it should be having the capability to customize the CRM based on your business requirement.

 

For example, renaming or changing all the fields of a lead module or a client module based on your business requirement is very important and your CRM should have the flexibility for that.

 

You have to give it to your employees or team members in such a way that they will understand things easily.

 

So, you have to customize all the statuses, stages, groups, and whatever you are managing for your business in the CRM and you have to customize each and everything similar to your industry standard.

 

You will find certain CRMs which are specific to that particular industry. Now again, you have to be very careful about that.

 

For example, if you take a real estate CRM, it’ll not have all the flexibility for all the real estate business verticals. You have to be wise in choosing that.

 

So choosing an industry-based CRM is fine, but you have to check whether it suits your exact requirement, or else you can choose a generic CRM, like Solid Performers CRM, where you can be able to customize all the functions of the CRM based on your business requirement.

 

Now, these are all the three main factors that you need to consider while choosing a CRM for your company which is Scalability, Investment, and Flexibility.

 

Now to match all of these above-mentioned standards, I have mentioned at the end of this blog a link to Solid Performers CRM, which is having all these capabilities and it’ll match all of your requirements.

 

You can start with a free trial for 30 days.

You can see how it works, and if that works fine for you, then Solid Performers CRM is again the apt CRM for your business.