Choosing the Right CRM
Beyond checking the occasional CRM-review site, how should you go about determining which CRM is best for you? The most important thing you can do is to identify the most valuable features, and what they can do for your business. Below, we’ll outline a few comparisons drawn from CRM’s on the market that target small and medium-sized businesses, focusing on the categories that help define what makes a CRM solution ‘effective.’
- Rated the top CRM system for small business by businessnewsdaily.com, the basic Salesforce package is a contact management platform that features accounts and contacts, as well as integrations that include task & event tracking, Microsoft Outlook sync, Salesforce1 mobile app, content library, customizable reports, and a company social network. Group packages add opportunity tracking, lead scoring, routing and assignment rules, and email templates & tracking in the $25 package. The $65 package adds mass email, campaigns, customizable dashboards, and Outlook Side Panel to all the lower package features. Taken together, these options provide a complete CRM solution.
- Other packages may include features such as sales forecasting, pipeline management, reports and dashboards, document library, roles and profiles, mass email, call center connectors, and up to 100,000 customer records. Additional features would be email integration, social CRM, Google AdWords integration, workflow sales automation, inventory management, macros, plus territory management, custom modules, custom applications, custom buttons, workflow approval processes, time-based actions, and multiple currencies.
- According to a study by Nucleus Research, sales representatives saw productivity increase by 26.4% when adding social networking and mobile access to CRM applications. Salesforce provides real-time data access on mobile, and easy integration into social platforms, making it the CRM solution best-suited for the modern technologies the world relies so heavily on.
- Neither as complete nor as user-friendly, other CRM solutions also offer robust email marketing tools, web forms, lead generation, and comprehensive reporting. Month-to-month contract options, may entice businesses that are unsure how much benefit they stand to draw from CRM. However, while it is great for businesses that don’t have time for complicated software, it has very-limited customized reporting capabilities.
Every small business (as well as large and midsize business) has its own unique set of needs. However, there are certain needs that remain constant throughout — such as the need for a CRM software platform that offers sales automation and productivity tools to move leads through your pipeline and make closing sales faster and easier. Of course, pricing is always going to factor, but when CRM yields an ROI in the $8.00 ballpark, pricing becomes less of an issue. What’s most important is having the right package of tools and integrations to make businesses more organized and on top of activity tracking and gathering insights, allowing them to make informed business decisions about how best to serve customer needs.
All businesses, large and small, depend on customer satisfaction. And in order to make that happen, you need the right CRM solutions. Salesforce is the top CRM system for helping your small (or even large or midsize) business achieve your CRM goals, so that you can rest easy knowing that your customers are receiving the kind of attention that will keep them interested and engaged for years to come.