Kreato CRM Blog
Home / Sales CRM Software / Things to look into while buying a CRM software

Things to look into while buying a CRM software

0
Today, for any business to touch peaks of success along with superior efficiency, they have to adopt a CRM. However choosing the right CRM is a tricky thing, it may either turn out to be the best decision and take your business to scalability if chosen wisely else any mistake and it would be the worst nightmare for your business. The CRM that you buy will be the heart and soul of your business, hence it has to be chosen with utmost care.

Below are the key points listed by software experts and analyst at SoftwareSuggest that you should look into while buying a CRM software for your company:

Sustainability of the Vendor

The following points should be looked into while choosing the CRM vendor:

  • Flexibility – Every business gradually scales up, so you should choose a CRM that offers the flexibility of selecting the features and then as the organization grows you buy the other advanced features. This way it would be cost effective for you and prevents the buying of unnecessary features.
  • Once you choose the CRM, take a look into its history and check that it’s free from lawsuits, litigations and related contingencies.
  • The CRM vendor should be reliable, as the same traits would even be reflected in his product. Since it a long-time investment any irregularities from the vendor’s part would create problems and you cannot easily replace the existing CRM by a new one.

Software Technicalities

There are some technical aspects that you should be well aware of before getting on-board the buying process. They include:

  • Always prefer a CRM that does not require programming or customization that need hiring a technical staff. The software should be so flexible that as the dimensions of your business change, the resulting changes should be done by your non-technical staff.
  • Features – The CRM should include in-built applications and have open standard support system. Along with this, choose the systemization that offers greater flexibility, possesses increased productivity, affordable and infused with the ability to scale as the business expands.
  • Buy a functionality rich CRM. Since the industry trends change very fast as newer modifications are introduced. Choose an implementation system that is equipped with cutting edge technology that can be updated regularly and is in tune with all the latest advances.
  • The CRM should have the option of customization based on the client’s requirement. Each organization has different requirement and one size does not fit all. So opt for the CRM that doesn’t have limited features and the vendor who is willing to modify it based on your business needs.
  • The entire process should be automated. Gone are the days when you had to enter every data, now go along with the CRM that fetches records from the database and predicts the results along with delivering maximum Return on Investment (ROI).
  • Multitasking – The CRM has to perform multiple functions right from identifying the user trends, to providing the right solutions to the users, generating reports and end-task reports to name a few that would reduce the manual work and increase efficiency.
Implementation checkpoints

Once you shortlist the CRM, after selecting them comes the most vital part called implementation that many organizations get wrong leading to failure of most projects.

So before initiating the buying process, ensure that the CRM vendor completely understands the actual implementation process and has a methodology, plan of action and blue print proposal ready to help you get sorted initially.

Also check if he has sufficient professionals who are well-trained in this and experienced enough to solve all your queries and initial issues.

He should be equally sound in deriving a business strategy and the necessary organizational changes to adapt to the CRM.
Stay clear of those vendors whose aim is to simply sell the software and are not bothered about helping with the implementation process.

Support

The CRM that you choose must provide multiple levels and type of support including customer support that is the most vital ingredient of every organization. Here is a list of all the supports that you should look for:

  • Flexibility – Every business gradually scales up, so you should choose a CRM that offers the flexibility of selecting the features and then as the organization grows you buy the other advanced features. This way it would be cost effective for you and prevents the buying of unnecessary features.
  • The CRM vendor should be reliable, as the same traits would even be reflected in his product. Since it a long-time investment any irregularities from the vendor’s part would create problems and you cannot easily replace the existing CRM by a new one.

Apart from implementing the CRM, it is equally essential to measure its success. Importance of CRM software lies in the fact that it is used in all stages of product development right from presales to tracking customer relations.