Top 5 Factors to Consider While Selecting the Right CRM

Top 5 Factors to Consider While Selecting the Right CRM

Businesses looking to transform their customer data into insights that can further lead to revenue generation, and greater ROI – should be ready need to invest in the right Customer Relationship Management (CRM) solution.

A CRM software not only helps in improving customer service, or satisfaction levels, or loyalty but also increase profits for the company.

While CRM deployment can drastically impact a business, choosing the right solution involves considering the following points:

  1. Price

Budget is one of the key components of any IT investment decisions. However, when choosing your CRM, don’t just consider the upfront cost, but also the long-term maintenance cost along with the benefits your CRM will deliver. Consider what is included in the price you’re paying and more importantly, what’s not. Preferably, it is better to look for a solution that is cost-effective and integrates with your existing IT infrastructure.

  • Well-defined Business Objectives

Top 5 Factors to Consider While Selecting the Right CRM

Having clearly defined business goals is crucial before you go hunting for a CRM software. You should involve all departments of your team to understand how they are currently managing data and take inputs on what can help them enhance their performances.

  1. On-demand or On-site?

Both methods of CRM deployment offer their own sets of pros and cons. Many companies prefer a cloud-based solution as it gives them easy access to a faster and powerful software without having to invest too much in infrastructure. On the other hand, some companies with large IT departments and existing computing infrastructure prefer to purchase the software and hardware for their CRM.

  1. Scalability

Since your CRM will help your business grow, it is vital to consider if the software also has the capability to grow as your business progresses. Scalability is a crucial aspect of your decision, especially if you are a rapidly growing business.

  1. Vendor Reputation

No matter what kind of deployment you choose, your vendor’s reputation must be properly scrutinized before you finalize your CRM. Check out their reviews and client testimonials and also speak to existing customers about their experiences. It will also help if the vendor has prior experience of working in your business vertical.

Once you properly review your expectations, objectives, and budgets for the CRM solution, you will be able to optimize the improvements and savings in your business as your software will live up to its benefits and promises.
View More on CRM Consulting


Which Is the Best CRM to Choose for Your Business?


Business owners are constantly looking for ways to improve efficiency and free up their team’s time for more productive tasks.

Which Is the Best CRM?

In such cases, choosing a Customer Relationship Management (CRM) is a logical choice to fuel business growth. However, once you decide to opt for a CRM, you will encounter many choices, making it a challenging decision to pick the right system for your business.

The key is to choose one that protects your customer database and is also easy for your team to adopt and use. We bring you the core features and benefits of leading CRM systems to help you make the right decision:

Zoho CRM

Zoho CRM offers a free version for small businesses with an employee strength of less than 10. This is a great way to test drive the software and decide whether it’s worth investing in the paid version.

Some of the unique features of the software include workflow automation, lead gathering, smart analytics, contact management and a wide range of tools that help you convert prospects into customers. It also allows you to integrate all data with mobile and Google Apps, making it a great solution to attract more customers and close additional sales.


Salesforce CRM is an all-in-one cloud-based solution for all types of businesses. It enables organizations to find new customers, keep existing ones, close sales deals and grow businesses.

Some of the key features include sales forecasting, workflow automation, lead generation, generating and analysing reports, mobile access, lead generation and opportunity management.

It offers real-time data that eliminates hours of research to find leads and helps in evaluating opportunities.

It can also be integrated with outlook and helps motivate and manage your salespeople so that they can reach their goals. You can also integrate other business functions like HR, IT, finances, marketing and customer service in the platform.

MS Dynamics

Microsoft Dynamics is a highly flexible and powerful CRM tool that meets the needs of various business processes, industry verticals, and complex business challenges. It helps in improving sales forecasting, scheduling, and purchasing while also enabling better pipeline management.

The software helps you create product families, catalogues and mobile dashboards that bring productivity and efficiency in your sales. You can also integrate the system with outlook and Microsoft office so that your employees can easily pull information from Office applications into the Dynamics CRM. The other key benefits include easy data access, customized workspaces, excellent mobile support and great data migration and security.


This is a process-drive CRM system that enables your team to perform coordinated actions in sales, marketing and service by integrating customer data with process management tools.

It offers scalable features and helps you enjoy both, BPM and CRM functions within a single solution. The key features include knowledge and project management, synchronization, integration and import, lead management, collaboration tools, Omni-channel communication, mobile sales and much more. It offers better flexibility with agile deployment, delivers an engaging interface that’s easy to use and integrates smoothly with open configuration.

Once you understand your business needs along with the budgets and expectations from your CRM system, you will be able to find the perfect software to boost sales and maintain great customer relations.