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How to Pick Your Next CRM System

According to Gartner, businesses who fail to implement the right data management and customer interaction strategy will lose out on a 25% increase in potential new revenue. It is therefore imperative that you get the right Customer Relationship Management (CRM) system for you. But where do you start?

Functionality is key in selecting a CRM platform and 2018 is set to bring a number of opportunities to the CRM market. One trend, identified by SoftClouds, is greater targeting through the use of more intelligent data. SoftClouds uses the example of Bots on Facebook Messenger – where there is now the ability to absorb user demographics and other valuable information, allowing organisations to identify promising new market segments and engage their customers through greater personalisation.

There are however several other factors which need to be considered when selecting a new, or upgraded, CRM solution. These include:

  • Price And, More Specifically, Value For Money
  • Editors' Rating
  • Whether There Is A Dedicated Document Library
  • Role-Based User Management
  • Multi-Currency Support
  • Workflow Automation
  • Integration With Your Email Marketing Platform
  • The Ability To Capture Leads From Your Website
  • Available Api
  • Custom Reporting
  • Email Tracking
  • 24-Hour Support
  • Social Media Integration
  • Plus much more!

Of course, the above factors will vary in importance depending on the requirements of your business.

Whereas Salesforce is a great cloud platform, those looking for an on-premise solution may instead select Odoo. Similarly, monday (formerly dapulse) is a system with functionality matched to SMEs, but larger enterprises with more users would be better-suited to a provider such as Zoho CRM.

Different industries also suit different providers. Not-for-Profits often choose Zoho CRM due to its donor management software (and discount for charities), however Salesforce (mentioned previously) suits those in the tertiary sector, as it has the ability to track the sales pipeline and offer quotations.

Comparing CRM providers is therefore a vital but often time-consuming process. But don't worry - we can help.

At Software Advisory Service, we offer expert, impartial advice on a range of IT projects, including identifying your next CRM system. By first understanding the nature of your business and all of its requirements, we then research the marketplace on your behalf and provide you with a bespoke shortlist of partners – in turn saving you the strain on your resources. And we do it for free.

Get in touch with us today on 020 3866 3694.


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