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5 Things You Can't Ignore While Buying a CRM Software

5 Things You Can’t Ignore While Buying a CRM Software

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As a company, who does not want to bring and nurture customer relationships to create a steady income stream? After all, your customers are the backbone of your business and  the  more you build relationships,  the more likely  they will become your reliable  brand  advocates. 

OAnd, here comes the role of a  CRM Software that streamlines communication, manages &  enhances customer service, and optimizes the complete sales cycle. But,  you can make the  most of these  benefits  when you choose the  right  product for your business. Honestly speaking, that’s a  daunting task ever, given the plethora of options available in the market. To make the process easier, here are five things that you cannot ignore while buying a CRM software.

Consider the Business Objectives carefully

Make sure that the functionalities of your CRM Software product you choose is in line with your business  process. So,  how would you  do that? Ask yourself what to achieve with the software? Are you trying to improve customer retention rates or increase sales? Do you want to streamline communication between departments or automate manual tasks? Identifying your business objectives at the  very first  stage helps you  choose the right CRM software that aligns with your needs.

Let’s talk  about an example. For many SMBs, a CRM software is  still  a platform to  enhance customer service. They can opt for products that are mostly used for support jobs like ticketing systems, chatbot support, and more. But, an all-in-one CRM software does much  beyond  that. If you are planning to scale up, a CRM software helps automate manual tasks and  speed up the  process and  makes the  most  of your sales and marketing efforts

Choose a  Scalable Product

Maybe you are a  small business  today,  but   obviously you have some  growth plan for this. So,  how  you are going to manage everything  when your customer base will grow bigger? Thus, choose a CRM software that is scalable and can adapt to your changing requirements. It’s about two features- user scalability and feature scalability.

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User scalability is basically the capability of a CRM product ( practically any software product)  that can effortlessly tracks, manages and organizes a growing number of users wherever your business expands. Alternatively, feature scalability refers to the ability of the software to handle the growing  number of features as and when  required. With the  growth  of  business, users as well as the  requirement for features will also increase. If your CRM product is scalable enough, it will be easier to upgrade those both vertically and horizontally, depending on your business needs.

Consider the Ease of Use of the CRM product

Is the product easy to use? If not, it is pretty obvious that you are not going to make the most of it. Make sure that the product you choose, whether the desktop version or the cloud  one,  does not need extensive training. The CRM software providers give proper training at the very beginning.  If the product which  you are buying  is  pretty easy and effortless, the users won’t take much longer to get started.  Therefore, choose a CRM software that has an intuitive and user-friendly interface that your employees can navigate easily.

So, what’s the features of an easy-to-use CRM Software. Find out if the product you are looking for is easy to set up, configure, and customize, with clear instructions and documentation. Even if there’s no support agent ( practically it’s impossible), you must learn the  process easily. Moreover, it should integrate seamlessly with your existing workflows and tools, such as email clients, social media, and marketing automation tools. A CRM software that is difficult to use can lead to low adoption rates, which can, in turn, affect its effectiveness.

Check the Data Security and Privacy

When it comes to a CRm Software data security and  privacy become a special concern.  Whether the  product is on  cloud or  on  the desktop, the growing  number of security threats are not  uncommon. Popular CRM software products like ConvergeHub ( Winner of Emotional Footprint Award in the Software Reviews) has implemented MFA to reinforce data security in the system.   Customer data that is highly sensitive, and any breach can result in significant consequences, such as loss of trust, legal penalties, and reputational damage. Therefore, it is essential to choose a CRM software that offers robust security and privacy features.

Leading CRM software products come with features like  data encryption, secured data storage mechanisms , and access controls to protect customer data. Moreover, it should comply with international data protection regulations.

Customer Support & Training  from  the  Provider

Choose a provider that will offer top-notch  training,  excellent support and  most importantly documentation of the  product thoroughly.  Right from  installation to your  initial usage of the product,  the  CRM software  provider  must guide you so that they can use  This includes training on how to use the software, troubleshooting, and ongoing support. Make sure to check the vendor’s support policies before making a purchase.

Wrapping Up

In the  age of digitization, there is  no  dearth of the  CRM Software products in the  market. And, the  most interesting part is  each  of the  software products has  their own unique  benefits. While  many of these features are similar to each  other, there are exclusive  features  as well.  That’s  what  differentiates  one from the  others. There are plenty of products in the  market.  Wortal, Salesforce, GubSpot, Zoho , PipeDrive, ConvergeHub are some of the  popular names. 

We would  recommend you to  do your own research before you choose any product. Pricing point  can be  a  differentiating point  but, make sure that  you do not need to compromise on the  above mentioned  features and qualities just to  purchase an affordable  version. Again,  the purpose of implementing a CRM software is to maintain customer relationships, which further helps  you increase sales and  revenue. If you invest in a highly functional product, it’s obvious  that it will be a more expensive version than what is available in the  market . You can also choose the affordable  alternative, but  make sure that  it offers  everything you need to run your process effortlessly.

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