Innovation

How to choose the best customer management software

How to choose the best customer management software
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In my previous article on Customer Relationship Management, I talked a bit about what is CRM. CRM systems have allowed some processes to be automated and generate savings in times when having to manage customers. There are a wide variety of CRM that can help us facilitate the processes performed to carry out follow-ups of prospects to turn the conversion into a sale. However, it becomes a problem to choose which CRM is optimal for my business.
I share a part of an article in Entrepreneur written by Mikal E. Belikove. It mentions some questions to consider when choosing a CRM.

What’s the first step?

Start by documenting your technical requirements — what you need the tool to accomplish and the data you want it to track. If you don’t, you’ll likely overpay for a solution with unnecessary functionality or, worse, you might waste time and money on a CRM tool that can’t support a crucial part of your business.

What should I consider from a technology perspective?

Look for the tool’s APIs. How easily can they be used to build a customized interface that works seamlessly with your CRM data? You also want programs that integrate with Google and Microsoft. If your employees are mobile and rely on their smartphones, make sure the CRM has native mobile apps for both Android and iPhones. If employees spend a lot of their day on email, look for vendors that marry email inboxes with CRM so your staff can view all the info they need on one screen.
Then there’s security. CRM databases hold a ton of personal and proprietary information. You want one that supports role-based authorizations.

Should I look at a cloud solution or one I have to download and install locally?

That decision rests on your needs, budget, time and resources. On-premises CRM gives you more control and full security of your data, offline access and the power to endlessly customize your system. But going that route requires purchasing servers, hiring IT personnel to maintain the system and an upfront investment of time and money.

Cloud-based software-as-a-service CRM requires only a web browser to get started and an annual subscription fee per user. And therein lies the rub. That $50 or so a month isn’t bad when it’s you and a co-founder. But if you’re expecting rapid growth among your sales staff, consider buying from a company with tiered pricing for large clients.
Via Entrepreneur 

I leave here a list of some companies that have CRM software services.

1. Zoho CRM

4. Hubspot

5. Zyprr

6. Pipedrive

7. Insightly

8. Vtiger

9. AMOCRM

10. TeamToq

The Author

Carlos Barraza

Carlos Barraza

Business Administration and International Marketing graduated from Tecnológico de Monterrey & Hochschule Pforzheim. Social Media Institute and Hubspot certified. Entrepreneur and blogger.

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