How to Choose the Right CRM Software for Your Business {Complete Guide}

Punit Thakker/ March 20, 2021/ CRM Solutions

You know how important consumer relationships can be to succeed as a company owner or a decision-maker in a business.

They are not only likely to purchase more products from you when a customer is happy and pleased, but also to tell others about your product when asked for a recommendation.

So, it is important to incorporate a Customer Relationship Management (CRM) system.

But choosing the right CRM can be quite tricky for your business. Here are some tips that will help you in picking the right software.

1. Define your CRM needs

Defining your CRM needs is the first step to do before opting for any random software.

There are some very strong CRM solutions, filled with a multitude of functionality, out there. Most companies, however, still end up using less than a tenth of these characteristics.

Make sure the available feature set fits your business needs before opting for a CRM. Determine if what you have in the system is in line with the sales process.

2. Marketing

The lifeblood of every company is marketing.

A great CRM should provide a full view of each lead, current clients, and past clients.

This involves data relating to them, such as addresses, demographics, purchased goods, and margins.

To have personalized marketing strategies, such knowledge can be used.

It will allow you to do things like email marketing, create landing pages, lead scores and qualifications, run multichannel marketing campaigns, and much more.

3. Social Media

You may want to invest in a CRM to develop your social media brand.

It allows you to track brand mentions while having access to a variety of fresh customer behavior information.

You will see who is engaged in a discussion with your company, reward brand supporters by using tracking and monitoring software.

4. Integration

An open API facilitates third-party app integration and allows you to work with them from inside your CRM framework.

It also syncs data into your CRM from external applications.

This way, you have one source of accurate data that can be leveraged for decision-making by the entire organization.

5. Growth

Whichever framework you choose, make sure the organization can scale it up. As your company expands and develops, it should also be versatile enough to adapt to your changing needs.

There are few important questions you can ask :

  1. Can the CRM handle big potential clients?
  2. Costing of adding new users?
  3. Can it scale up across different markets and currencies?

6. Mobile Friendly

The ability to access information from mobile gadgets is an essential feature to have if the sales team spends a lot of time on the ground.

From wherever they are, the team should be able to synchronize calendars, access contacts, offers, projects, events, and analytics.

7. Pricing

Find a pricing model for CRM that would suit the company better. While some services charge subscription fees, there are more up-front provisions for others.

Be on the lookout for secret expenses as well.

Some suppliers provide models of pricing that may seem friendly, but you need to pay other fees on the side.

Make sure you know what is included in the kit you are signing for.

8. Support & Training

Most modern CRMs are simple to use and intuitive, and basic functionalities do not need training. However, training is required for organizations that incorporate CRM with different departments.

Be sure that they assist your solution provider before it is completely operational.


Knowing how important the customer data is, you should be really careful in choosing the right CRM solution for your business.

All said and done, a CRM framework will help you achieve substantial efficiency, productivity, and sales growth improvements.

The most important thing is to analyze your requirements and spend a little time on the research to find the right one suitable for your company. To spare you with all the hassle, Shivaami Cloud Service has a list of all the CRM solutions available that can help you to fulfill your business requirements.

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