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Choosing the right CRM for your business can be the difference between success and failure.

Selecting the best CRM for your company is a crucial and can be a time-consuming task. While you should always follow the advice in this article, if you need more hands-on help choosing and implementing the right CRM for your business, speak to our mentors today.

What To Look For In Your CRM 

There are dozens of CRMs which your Managed Service Provider business could use, so it can still be a challenge to find the right one for you. You need to into account how it can be deployed, how customisable it is, the monthly cost to your business, and how well the CRM can scale as your company grows. 

In this post, we’ll provide some helpful advice on how to pick the best CRM system for your company.

Identify Your Goals

While every MSP is different, there are some essential things that every MSP business needs its CRM software to do for them. You should consider what the most important tasks your CRM will need to perform are. Some common priorities are;

  • Keep track of all your customer interactions 
  • Allow you to track leads from first contact all the way through to a sale 
  • Improve communication with your customers 
  • Improve communication between your sales and services teams
  • Feedback data to you about how your business is performing 
  • Increase productivity 
  • Increase profitability

Decide How Your CRM Will Be Deployed In Your Organisation

This element is crucial. There will always be an implementation period when introducing new software to your business. A training and testing phase will be necessary to iron out any teething problems and set up best practises for how your team is going to use it. 

There will also be costs involved in training your workforce on the system and transferring your data to the new platform. Do not undervalue the impact and disruption that the implementation phase can cause. Which is even more reason to make the right choice the first time, so that you don’t have to go through the disruption again.

Get Buy In From Your Team

Your team are the ones that are going to have to use your CRM every day, so it’s important that they feel confident about using it and that they see the benefit it will bring them.  

You will get more buy in if you involve your sales and helpdesk teams early in the CRM decision process and keep them involved throughout, especially if you have the chance to demo to product. The team members who actually use your CRM will have questions and insights that management are unlikely to ever think of.

Match Your Business Processes To Your CRM

CRMs are made to be used by a wide variety of businesses which operate in a lot of diverse ways, and your CRM needs to be adaptable enough to manage your business’s specific processes. You also want a CRM that can adjust if your processes change in the future. Being locked in to only doing things in one way because otherwise “the CRM won’t like it” is not a recipe for dynamism and innovation in a business. 

Ensure Your Software Is Compatible

If your CRM is compatible with other software that your use, you can save yourself a lot of time by automating tasks like filing invoices or updating customer contact details across different databases. If you cannot integrate your software directly, there may be third party platforms which can help you connect them via APIs.

Need Our Help?

Selecting the best CRM for your company is a crucial and can be a time-consuming task. While you should always follow the advice in this article, if you need more hands-on help choosing and implementing the right CRM for your business, speak to our mentors today. We can analyse your business’s needs and help you choose the right CRM for you.

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