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5 Things to Look for in a CRM

Choosing the right Customer Relationship Management (CRM) software for your business may feel overwhelming, and you likely have a lot of questions. Here’s a list of some of the considerations to help as you select the CRM software that’s right for your team.

Consider what’s important and weigh your options.

Your sales team and Management mostly likely will have different goals for using the CRM. When selecting a CRM, it’s important to consider your functional and financial needs, then rank them according to the following categories. This will ensure you choose the right software for your business.

1. Easy to Use

Your sales reps are busy selling and networking throughout the day, so they need software that makes it simple to search on contacts and accounts. Adding meeting or call notes and tracking opportunities should be quick and easy with a minimal amount of clicks. Also, the ability to automate tasks, like receiving automatic reports and e-mailing alerts of upcoming sales activities, is key. The easier the CRM, then the more likely your team will use it to manage all their sales activities.

2. Flexibility of the Software

You want to find CRM software that will work the way your sales team works, not how a software provider wants you to work. Having the ability to navigate views and add custom fields critical to your sales process is essential. Each business has its own unique way of selling and tracking leads and customer information, and so should your CRM software. Management most likely will want to see different views and reports, so you should make sure your CRM software can accommodate everyone’s needs.

3. Personalized Service and Support

A provider with years of CRM expertise can help you exploit the software to your business’ requirements and help your sales team be as productive as possible. Selecting a CRM provider who is available and responsive when you have questions is everything. Does the CRM company give you personalized service? Is there a Project Manager assigned to your account? A dedicated CRM partner can make a positive difference on your business over the long-term.

4. Software Accessibility

It’s important to find a CRM solution that is cloud-based, secure and accessible on any device. So that means that you can see and update real-time customer information from anywhere without having any software installed. Being able to reliably access your CRM on-line in a secure environment with multiple devices — computers, tablets and mobile phones — allows your team to work from anywhere and keep your CRM up to date.

5. Fees & Contracts

No doubt cost will play a part of the equation when selecting a CRM. It’s important that you know what functions and features are included, as many CRM providers charge additional costs for additional modules. Also, when selecting a CRM hosting provider, be sure to have transparency on your subscription billing and the contract terms. Chances are that services, such as training and customizations, are considered billable fees and know your potential costs to avoid hidden fees. When you receive a “low” price per user, it may actually cost you much more in the long run.

Want to learn more about selecting the right CRM software? Connect with one of WiredContact’s CRM experts to see how we can help your team work smarter for sales success. Visit today.

About Wendy Rudofker

Wendy has been in the CRM space for over 22 years. She is co-founder of WiredContact CRM, and uses her expertise to help companies streamline sales processes and efficiently manage customer relationships. Wendy has extensive hands-on experience working with thousands of sales teams from every industry, every size.

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