Time & again it has been proved that a CRM is the heart of sales. And if you’re still not into a CRM, you must be used to slip-ups or lead loss from your pipeline by now.

By using the data provided by the CRM software for your business, you can create a 360 degree view on the prospects and of your customers for better communication with personalised marketing messages to deliver a high ROI.

(Source: ispirit.in)

However, choosing a CRM tool involves more than just choosing a provider. It is a process that goes from the initial discussion and planning stages to implementing stages and measuring its success.

If you’re planning to opt for a new CRM then you’ve come to the right place. Here’s an in-depth idea about what kind of CRM would suit your business the best.

Let’s roll…

DO YOUR HOMEWORK, WELL

It’s always a good idea to spend some time analyzing your sales process, before taking the plunge. Find out what’s your most important concern:

• High customer churning rates?
• Struggling to meet the sales targets?
• Difficulties in generating new leads?
• Customer prospecting taking longer than usual?

DEFINE YOUR NEED

Irrespective of the size of your company or business; it’s wise to note down the current systems you have in place. Chuck out all the things from spreadsheets to manual docs & to-do list.

• Is this going to be a one department solution? Only for the Business Development or Sales team?
• How willing your team is, adapting to new technologies?
• How much mobility you need? Do you need the CRM on mobile devices as well?

Most platforms adapt this tool for a specific use. Therefore, as you plan to buy CRM, it is important to understand the capabilities and features that matter the most. Being a Sales leader, you need a good understanding of the use case of your team, and determine the main priorities of your CRM.

Answers to the above questions will help you make your list even more precise.   

DEMO SEVERAL TOOLS

After having a clear understanding on what you are looking for in a CRM tool, The next CRM guide you need to follow is to prepare a list of the tools that have all the features you are looking for and try it out for yourself. 

So get in and book your demo for different tools, Sign up for free trials on the CRM that fits all your needs. After using it, you can easily understand the differences between various tools and consider the tools that fulfil your requirements.

You can also book your demo with Wakeupsales, as it provides lots of features and benefits to your sales team

CATEGORY, PRICE & SUPPORT

Here’s the most important part. Budget plays a very important role in deciding what kind of CRM would suit you best. If you’re a startup & bootstrapping your way through, it’s always best to opt for a cloud-based CRM. Easy to get on board, ready to use in a flash. If you’re a medium or large scale business & deal with highly classified data, on-premises CRM is what you should go for.

Next is the pricing. Spend some time going through the offerings of every CRM you’re exploring. Some CRMs play it smart & are not completely transparent in showing the actual prices. Thoroughly analyze the offerings, go through some reviews online & then take a call.

Imagine you getting a fancy looking bike from abroad & struggling to find a mechanic to fix it when required. After sales support is one of the biggest motivators while choosing a CRM & there’s no reason you should ignore this.

Conclusion:

Now that you’ve read the guide, we hope you’ll find it easier to implement your CRM strategy. We’ll continue to update the guide as we come across new tactics in the near future.

It all begins with your unique goals as a sales leader and a team. You understand what matters the most to your representatives. By following this CRM guide, you can easily choose better CRM tools. You can also go for WakeupSales CRM Tool, i.e easy to use, with all the necessary features.

Need a CRM that is smart & as easy as a toy? SignUp for Wakeupsales CRM today!

Did I miss anything here? Feel free to leave your opinion.