What is the Best CRM Tool?

 In Articles
People explaining how CRM tool works
Photo by airfocus on Unsplash

Working with CRMs, we get asked all the time what the best one is. Understandably. There are numerous options out there. Too many, to be honest. We probably see two to three new ones every week!

That’s overwhelming to just about anybody. But if you don’t work in the world of CRM tool, data collecting, or process development, that’s an impossible ocean to wade through by yourself. 

That’s why we want to help.

Most companies have some kind of CRM, and most people in these companies aren’t using it the way they.

CRMs are typically built for middle managers and executives to get the reporting and clarity they need to plan for the future. They’re usually built in the vacuum of that single purpose. So the sales, marketing, and fulfillment departments have little to no input into the building of this tool. But they’re the ones that have to input the information that everybody above them wants. 

That doesn’t make sense. 

It creates a divide for the team where using it becomes a nuisance. Just one more checkbox to fill, not the game-changing tool that it can be. 

That’s why we build CRMs with the entire team in mind at a price point that makes sense for everybody. The days of paying for an expensive tool that nobody is using effectively will be over. 

And every single person will know exactly how to use it. 

Most CRM tool draw people in because of the various bells and whistles they offer. 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. 

That’s why we go over your needs, your hopes and expectations, and tailor it to your process. There is no reason to change your process to make a tool fit. CRMs aren’t supposed to change your business, they’re supposed to support and impact the success of your business. 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 how to use it, company-wide implementation will be that much easier.

However, if you want to go it alone on the search for and building of the perfect CRM, there are a few things that every single one of them should do for you, no matter the industry or size of your business.

Visual Clarity

Every CRM tool 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 process.

While looking at the big picture should be easy for everybody, it should also be able to 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. 

Integration

A CRM that doesn’t work with all the other tools you already have is not going to work out. 

The tool you choose should be able to easily integrate with everybody’s calendar, scheduler, email, and contacts. The last thing anybody wants is to manually import contacts or switch email providers. 

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. 

Communication

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 tool.

The ability to tag individual members or groups will help everybody to stay on the same page. This feature will also help track tasks and processes to make sure that everything is getting done in a timely manner. 

Sales Process

Finally, it should work smoothly and efficiently with your sales process.

If you don’t have one, a great CRM and the data you’ll track after adopting one will help you build a sales process. Every new business should start out 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 difficult enough. Forcing them to change their process is counterproductive and significantly increase the likelihood of failure. 

So the answer to the question, “What is the best CRM tool?” is that there isn’t one. Many of them are fantastic for various reasons, and a lot of them are just copies of the well-known ones. 

The CRM tool that you use is the best one. 

That’s why setting you up for success is our number one priority. When created and customized for your business, it will do wonders for how much you can grow, scale, and be successful.

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