Your primary goal in purchasing the software is to grow your business. Consider the software’s ability to handle increased operations associated with growth. Will it grow with your business? What are the costs of upgrades, and when will they be required? A CRM solution’s features can tell you how adaptable it is. Before you make a purchase, review every aspect of a software package, from professional sales to features to help desk functions.
#2. Mobility
Companies are working more on the move. A CRM software package with mobile capabilities is highly recommended. When you are shopping for CRM software, make sure to check the mobile and desktop versions. For your business, software with offline capabilities and automatic sync would be a better choice. These small details can greatly increase the productivity of your staff.
#3. Features
Before talking to CRM vendors, find out which features your business needs. What are your business’s current processes? And what tools are being used by your employees? You don’t have to buy the most powerful software, but there are plenty of options that can provide the best CRM for small businesses without requiring you to pay for extra features.
#4. Test
The purchase of CRM software can have major implications for your business’s operations and costs. Before you purchase, it is a good idea to test it in your workplace. Your workers can play with it and test every feature. Find out how useful it is to them for everyday tasks such as sending emails, tracking leads, and converting them to clients. Before you make a purchase, consider their feedback.
Want to test some CRM tools? Here are the most critical areas to test in a CRM:
- Data Testing
- Usability
- Performance
- Functionality
- Integration
- Security
- Regression
- Exploratory