CRM Strategy: Finding The Right CRM For Your Company

By February 12, 2019 Tech

As is the case with any type of advertisement, CRM companies typically spend their time telling you what you need and why you need it. Rather than trying to address the problems you have and find what works for you, they tell you your problems (and then explain how their system can fix it). At Scoperite, we don’t believe to know what is best for you, which is why we invite you to sign-up for a demo and see what we are all about, but we understand that it isn’t for everyone and we won’t push our typical customers needs onto you. In doing our best to continue that trend, we want to talk about finding the right CRM for your company, because there are a lot of them out there that can address almost any problems or needs that you may have. Below we will dive into strategies on finding the best CRM for you company.

Look At What Your Business Needs

Every business is different, even within industries. They all have different cultures, different paces, and different ways of doing things. So CRM systems that say they specialize in X industry are just trying to hoodwink you into thinking they understand what your business needs. The only people who can properly identify what your business needs are you and your employees. Identifying what your business needs doesn’t mean looking for areas where a CRM might help, it means looking at your business as a whole and seeing what needs fixed. It could be the way the phones get answered, the time between follow-up calls, different people working on the same client, or anything! Take a hard look at what you think you need, and then ask your employees, or even ask clients for feedback; take all of that information and use it to see it to see what you need, because in the end it might not be a CRM.

Identify How You Will Use A CRM

Once you know your needs and/or problems, take a look at a few different CRM systems that you think might be good, and identify exactly what features will be helpful to you in regards to the specific needs you have already identified. If most of the features aren’t directly applicable to what you need, move on to another system. Do this for the systems you think might be good; if there are at least 3 or 4 features that you think will directly apply to your needs, make a note of it. Once you have a few different systems narrowed down, sign-up for demos. Take that time to really dig into what the software can do, and if it is worth adding to your company.

Evaluate Other Options

In addition to demo a few different CRMs and seeing if they are what you are looking for, also take the time to look at other available options as well. The Google Business system and Microsoft Office 365 are other great avenues to solving certain problems, and can cheaper and easier to implement as well.

When it really comes down to deciding to add a CRM or not, make sure you are taking the time and effort to research what you need and how it will help you be better, not just jumping in because other companies in your industry have it and you think it might help you too. Your needs are what need to be answered to, and it may not be a CRM that is going to do that.

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