What is the Best CRM?
Working with CRMs, one question that we get asked most often is, “Which CRM is the best?” 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 CRMs, 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 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. They’re usually set up in the vacuum of that single purpose. So the sales, marketing, and fulfillment departments have little to no input in building out and organizing 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 CRMs draw people in because of the various bells and whistles they offer. Because 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. That’s why we go over your needs, your hopes and expectations, and tailor them to your process. There is no reason to change your strategy 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, 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.
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.
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 to stay on the same page. This feature will also help track tasks and processes to ensure that everything is getting done on time.
Finally, it should work smoothly and efficiently with your sales process.
An excellent CRM and the data you’ll track after adopting one 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.
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 well-known ones.
Bottom line: The CRM tool that you use is the best one.
That’s why getting you set up for success is our #1 priority. When it’s built and customized to your business, it will do wonders for how much you can grow, scale, and find success.
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