Choosing the right CRM (Customer Relationship Management) system can transform how your business manages leads, customer data, and communication. It can take your systems and processes from disorganised to fully processed and transparent to help you stay on top of your clients and their needs.
With so many options available, finding the right one CRM can feel overwhelming. Especially if it’s the first time you’re considering adopting one of these systems. We’re here to help you find the right CRM for you. We typically recommend two systems as a start, but if you need something more tailored and specific we can help too.
Pipedrive is a great option thanks to it’s range of different connections and how it can work with existing systems. Zoho Bigin is a most cost effective options that’s a great starting point for SME’s looking to experience CRM for the first time.
We’re here to help you with everything to do with CRM through choosing a CRM, setting clear goals, understanding system needs and training. Here’s how to find the right CRM for you.
Start With Clear Goals
Before you begin shopping around, think about what you actually need from your CRM. What do you want it to do for your business? Are you looking to improve lead management, track customer interactions, or streamline sales processes? Perhaps it’s all three.
Having clear goals will help you avoid getting lost in the features offered by different providers. If you’ve ever looked at the website for Pipedrive it’s easy to get overwhelmed by everything it can do, to get the most out of your CRM you need to focus on what it needs to do for you.
Write down your top priorities and refer back to them throughout your search. This will keep you focused on what matters and make sure that the CRM delivers real value and doesn’t just become a piece of software that everyone hates and doesn’t get value from.
Understand How The CRM Will Work With You
A CRM isn’t just a standalone tool. To really get the most out of it, you’ll need to consider how it fits into your wider operations.
Think about which systems the CRM needs to communicate with. Will it need to integrate with your email marketing platform, accounting software, or project management tools? Seamless integration is key to avoiding more work being created down the line.
For example, if you’re already using a tool like MailChimp or Xero, choosing a CRM that integrates easily with these will save time and headaches. We can help you check compatibility with your existing software suite and find out whether integrations are included or come at an extra cost. We can also create custom solutions that help bridge the gap between CRM and your software.
Assign A Responsible Team Member
Having the right CRM is only half the battle. Someone in your business needs to be responsible for running and managing it. This person will oversee things like data entry, reporting, and system maintenance. Without someone managing the software, it will become bloated and cause problems rather than help.
You can help reduce the risk of this happening by creating processes and communicating how to use the new software to the team members that need to.
If managing a CRM feels overwhelming or you want help creating processes and systems that will keep your CRM running smoothly, that’s where we come in. Our CRM support services can help with training and support your team, so you can focus on running your business.
Have A Budget In Mind
CRMs come in all shapes and sizes, and so do their price tags. Before committing to anything, set a clear budget.
Costs of a typical CRM setup can include fees per user, costs for add-ons to the CRM and customisation if you want to adjust how the CRM looks for your business.
Remember, the cheapest option isn’t always the best. We can help you find a great CRM that offers good value for money and still meets your needs. A system that saves time and improves efficiency will pay for itself in the long run freeing up work hours for other projects and reducing delays.
With the right partner, implementing a CRM becomes far less daunting. We’re here to take the stress out of the process and help you hit the ground running.
At Purple Orbit we specialise in helping businesses like yours get the most from their CRM. Our team can assist with everything from selecting the right system to setting it up and providing ongoing training and support.
If you’re looking for help with CRM set-up and management, we’re ready to support you every step of the way. Get in touch with our team today to find out how we can help your business grow with the right CRM.
Tue, 10 December 2024