How is this top 5 composed?
Choice for CRM software: what should I take into account?
The range of CRM systems is wide. How do you make a wise choice? There are a number of things that you have to take into account when choosing.
1. CRM type or purpose
In general, you could define five types of CRM systems: Sales, Client Management, Marketing, Customer Support or multi-function (integrating different customer processes). The first question you should ask yourself is; what is the main goal or purpose of a new CRM system?
2. Customer processes
Next you have to define which customer processes you want to facilitate with the CRM software. You may think of sales, customer support, marketing but also project management, invoicing and time tracking. Defining these processes will help you with defining your wish list and narrow the scope of your search for the best CRM system.
3. Your budget
Usually you pay about 20 to 50 euros per month for a good CRM system. For a complex system in which, for example, you also do team scheduling and have a lot of customer processes to cover, you can look at a SME CRM provider.
4. Integration with other software
Do you also use software for, for example, email marketing software or do you keep track of your customer contacts in an accounting program? Then see if a link is possible. That makes it much more convenient to share data between different departments and systems.
In addition to the above, you can select a CRM system based on the functions that are important to you. For example, think of:
● Store customer and prospect contact information
● Record service issues
● Manage marketing campaigns