Here are some tips to help you make an informed decision when analyzing different options of business CRMs on the market:
1. Define Your Needs
The first step is to define what needs your CRM should meet for your specific business. Consider what benefits you’re looking for in a CRM system and evaluate the various features of each option against that criteria. This will help narrow your selection and ensure you choose the best product for your organization’s needs.
2. Look For Ease Of Use
Your team may not have time or resources to get up-to-speed on a complex CRM platform; therefore, it’s a good idea to select a flexible but easy-to-use program that requires minimal effort from all involved user groups - managers, administrators, and technicians. Also, look for tutorials or detailed “how-tos” if necessary.
3. Review Customization And Integration Options
No two businesses are exactly alike – even within the same industry – so it is crucial to determine whether there are third-party integrations within the software, such as accounting systems, eCommerce platforms, or email marketing tools. If integration doesn't exist, then check that there is an API available allowing custom integrations.
4. Get User Feedback
Getting feedback from existing users (or potential users) helps gauge how different vendors fit within your unique environment. User reviews can also help determine if vendors offer sufficient support service, FAQ pages & self-service resources, etc., to solve unexpected issues during day-to-day operations.