Any business without a Customer Relationship Management software in place cannot describe itself as competitive in today’s market. The CRM software has been so important it forms part of the ingredient for a successful business. More and more businesses are catching the rave and are installing this software for their businesses, this is evident in the astonishing growth in the revenue of the CRM industry from $13.9 billion in 2010 to $39.5 billion in 2017.
As it is expected, the growth in revenue of the industry has resulted in a corresponding rise in the number of players in the game. The consequence of this is that it has become more difficult for businesses or IT support in Boca Raton to select the right CRM for their needs. To act as a guide below is an eight-point
Checklist to find the right CRM that best fit your business needs;
- What problem are you trying to solve?
This is the number one guide to finding the right CRM software for IT support in Boca Raton. Identifying what problems you are trying to solve will help you in choosing the right CRM. CRM software have their specializations, while some are apt at solving a myriad of problems others specialize in offering solutions to particular problems. Your needs will be dependent on certain factors such as market, business model, company size etc.
Price is another factor that must be put into consideration when choosing a CRM software for IT support in Boca Raton. While some CRM system offer packages that cost several hundred dollars per user per month, others offer free versions that can be apt for small businesses and other startups.
Many businesses are moving from high paying CRM system to more affordable ones. This is because the features available in the two options are almost the same. Although the expensive systems offer a few extra features, this sometimes is not inconsonant with the very high price.
- Support during implementation:
The implementation process is one of the challenges businesses face when they install CRM software. This process requires several steps and it is usually reassuring when you have support along the way. A few CRM providers will go a step further to carry out company-wide training, to ensure that all employees fully understand and are onboard with the new software.
- Feature set:
A knowledge of your needs will help you to ascertain the features that you expect in a CRM software. Choose a CRM that offers the best features that match your business needs.
- Additional features:
It is advisable to opt for an all-in-one CRM software, this is because of the additional non-CRM features it offers. It eliminates the need for you to purchase and install extra CRM solutions.
- Ease of use:
One factor that has the capacity to make or break your investment is the ease of use of your CRM software. A system that is hard to navigate and complex to use will result in low-internal adoption and lead to a loss of investment. According to a survey, ease of use was discovered to be the most demanded CRM software feature.
- Metrics and reporting :
Another benefit of an all-in-one CRM system is the reporting it offers. With such system, you no longer need to shoot in the dark, rather your decisions will be based on competent data.
- Mobile access:
In this digital age, many people are always on the go. Therefore, they need systems that can allow them access to work regardless of where they may be. When a business uses a system that allows for mobile access they meet and exceed their sales quotas, this is opposite for those using a CRM that does not allow mobile access.