How should you select a CRM that will work for you in 2020?
Choosing a CRM solution that will work for your small business is as tricky as it is to build a potential team in 2020. It is apparent that you would want to start the new decade with lots of opportunities and you will require a comprehensive system to keep a tab on all of these. You need to invest in an efficient CRM solution that enables you to offer superior customer experiences.
The secret to determine the usability of any CRM lies in understanding its technicalities. You need to measure its speed, ease of use, integration capabilities and ensure that the platform is interactive enough to allow your employees to offer the omnichannel experience to your customers. Once you are through all these parameters, you will be clear in your mind on what you are looking for and this will also make it easy for you to choose a CRM solution that will work for you. With this checklist, you can also be sure that you are investing in the correct platform that will help you achieve your business goals.
A perfectly chosen CRM solution does deliver the promise of aligning sales, marketing and customer support efforts but sometimes it does fall short when it comes to offering the ROI. Why is it so? Let’s take a quick look at some of the reasons why your CRM is not working as per your requirements:
1. Horizontal and vertical CRM
If you belong to a niche business and you have invested in a generic CRM then it is quite certain that the CRM doesn’t suit your expectations. For some specific industries such as manufacturing, healthcare or confectionaries should get a vertical CRM. A vertical CRM might be somewhat expensive, but it offers the features and flexibilities which you specifically require. By investing in a vertical CRM, you eliminate the need for specific customisation. You don’t have to worry about industry regulations and integration with the required applications and software solutions. Well, other kinds of CRM solutions also offer features in abundance if you want to use the same for streamlining your marketing, sales and project management efforts.
2. Social CRM
Your CRM is not working as per your expectations because you might be using the incorrect form CRM type. If you are looking for a platform to connect with your customers on numerous social media platforms then social CRM is your pick. Its interactive interface allows you to record even your customer’s social handle information allowing you to connect with them from every avenue. With all the information right in front of your eyes, you can introduce an element of the individualisation in your approach and make the customers feel that they are valued.
3.Mobile CRM
Mobility has become an indispensable aspect of people’s lives. And the same is the case with mobile CRM. You need to look for a CRM vendor that is available online as well as a mobile application. Mobile CRM will allow you to work from anywhere. You can contact your customers, track the progress of projects and even create leads on the go.
Understanding the differences between the type of CRMs will enable you to reach the intended business goals in a desirable period of time. In case, you don’t want to go into the depth of the CRM solutions, then get in touch with one of our experts. We have a team of people who hold expertise in understanding your business processes and let you know how Quiddity suits your almost every requirement. There is also a free trial available for you to have a hands-on experience of all the features and flexibilities. To begin streamlining your business processes in 2020, register here for a free trial.
Brendan works as a Product Manager at Quiddity, an amazing workflow and customer relationship management tool for small businesses. He has a passion for design and problem solving and loves to share knowledge and collaborate with others.
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