Seriously, customer relationship management (CRM) software can make all the difference. Custom CRM solutions are bigger than they have ever been, and we’re not using hyperbole on this one. So the question then becomes: “Do you have it?” Or perhaps more importantly “How do I get it?”
Ask these NINE questions
What size business is the CRM software built for?
Custom customer relationship management (CRM) software built for small businesses has basic features at an affordable price. The advanced, pricier models are feature-rich and highly customizable. It’s best to go with custom CRM solutions that can grow with your business.
Is it really user-friendly?
The idea of custom CRM software sounds complicated, but it doesn’t have to be. If you can navigate a web browser, you can use this software. Also, look for a vendor that provides training for employees.
What features are available to help me with sales, marketing and other aspects of my business?
You need to know exactly what comes with your CRM system. Some features may cost extra. The features you want to look for are sales force automation, marketing automation, inventory management, multiple database, support, security management, and calendaring.
How customizable is the software?
Some custom CRM solutions only offer a few customizable features, while others are more sophisticated. Before you buy, it’s good to note how your business plans on using the CRM software. That way you’ll be able to customize the specific features you need.
How easy is it to integrate with other systems I already use?
The best option for compatibility and accessibility is an online CRM solution. This requires no software to download and can be accessed through a web browser. Not only do you want compatibility, but you want the perks that make life easier.
What limitations are there to using the software?
You need to know if you can work offline, if mobile apps are available, and other limitations of the software. These are not naysaying facets. It’s just good to know, what to expect.
What is the actual cost of the software?
Sure, there is the initial cost. But are there any additional fees? What if you need to add more users or want more features?
What type of security features does the CRM system have to protect my data?
Your custom CRM system should have a security management plan. Should disaster strike, you want to know you’re protected. An online CRM solution is safely stored, reliably hosted and securely backed up automatically.
If I need help, what type of customer service is offered?
Don’t just pay for the software and walk away. It’s good to have support included in the service. But if support isn’t offered at the start, what does that say about the company?
If you are on the fence about trying an online custom CRM solution, sign up for a free trial. Also, there’s a free PDF about CRM for you to look over.
And if you have any other questions or concerns, contact us. We’re always happy to help you get started. Thanks.