Working with CRMs, people often ask how to choose a CRM for their sales team. It’s understandable, as there are numerous options out there. Possibly too many.
That’s overwhelming for just about anybody. But if you don’t work in the world of CRMs, data collecting, or process development, it’s an impossible ocean to wade through by yourself.
That’s why we want to help.
Most companies understand some of the benefits of having a CRM system, but most people aren’t using it the way they could or should be.
Historically, CRMs were typically built for middle managers and executives to get the reporting and clarity they need to plan for the future. That’s an understandable reason for having CRM sales software because sales managers need that visibility to run a successful team.
But CRMs aren’t just for them. Knowing how to choose a CRM that benefits salespeople will make their jobs easier too.
How to Choose a CRM for Sales
The best CRM you can choose for your company is the one that you can build, train, adjust, and implement yourself—or the one tailor-made for you and your team.
Many CRMs draw people in because of the various bells and whistles they advertise. Marketing, right? But all of those extras might do more harm than good if it’s making it more complicated than it needs to be.
CRMs aren’t supposed to change your business; they’re supposed to support and impact the success of your business. When we do CRM builds for our clients, we go over their needs, hopes, and expectations and tailor them to their process.
There is no reason to change your strategy or sales method to make a tool fit. And building it specifically to your needs will help ensure that your investment will be worth it. When everybody can be on the same page about using it, company-wide implementation will be that much easier.
However, maybe you want to find and build your CRM system yourself. In that case, here are a few things that every single one of them should do for you, no matter the industry or size of your business.
Every CRM should be easy to understand at a glance.
Most of them will use the Kanban system. This is the easiest and most intuitive way to organize information and processes. It should also be fully customizable to your needs and strategy.
While looking at the big picture should be easy for everybody, it should also be filtered so that you can find only the information you need. If you’re creating a report on follow-ups alone, there should be a simple way to filter that information without sifting through everything yourself.
More than anything, it should make managing your sales pipeline easy. If you can’t see what you need at a glance, you might want to look at a different system.
A CRM that doesn’t work with all of your other tools and tech will not work out.
The tool you choose should easily integrate with everybody’s calendar, scheduler, email, and contacts. The last thing anybody wants is to import contacts or switch email providers manually.
Again, the tool should work for you; you shouldn’t have to change for it.
And if you can’t integrate every one of those other tools you use in your job, then it’s going to be nearly worthless for data collecting and process utilization.
In the same way that every department should be able to use it, communication between members and departments should be a breeze through your CRM.
The ability to tag individual members or groups will help everybody stay on the same page. This feature will also help you track tasks and processes to ensure that everything is getting done on time.
Finally, it should work smoothly and efficiently with your sales process.
Your CRM and the data you’ll track will help you build a sales process if you don’t already have one. Every new business should start with a CRM from day one for that reason.
But many companies have had processes for a long time. No tool should force you to change it. Getting your team and departments to integrate a CRM into their day can be challenging enough. Forcing them to change their process is counterproductive and significantly increases the likelihood of failure.
Knowing How to Choose a CRM Will Make Your Business Better
Knowing how to choose a CRM starts with understanding the needs of your team and business. With so many out there, it’s easy to get swept away with all of the features and benefits if you don’t know what you need.
The bottom line is that the best CRM sales software for your team is the one you customize for your goals, both now and in the future. You want to choose a CRM that will grow with your company.
When it’s built and customized to your business, it will do wonders for how much you can grow, scale, and find success.
Top Photo by airfocus on Unsplash