Comprehensive Buyer’s Guide to a CRM

Time & again it has been proved that a CRM is the heart of sales. And if you’re still not into a CRM, you must be used to slip-ups or lead loss from your pipeline by now.

If you’re planning to opt for a new CRM then you’ve come to the right place. Here’s an in-depth idea about what kind of CRM would suit your business the best.

Let’s roll…

 

DO YOUR HOMEWORK, WELL

 

It’s always a good idea to spend some time analyzing your sales process, before taking the plunge. Find out what’s your most important concern:

 

• High customer churning rates?
• Struggling to meet the sales targets?
• Difficulties in generating new leads?
• Customer prospecting taking longer than usual?          

DEFINE YOUR NEED

Irrespective of the size of your company or business; it’s wise to note down the current systems you have in place. Chuck out all the things from spreadsheets to manual docs & to-do list.

 

• Is this going to be a one department solution? Only for the Business Development or Sales team?
• How willing your team is, adapting to new technologies?
• How much mobility you need? Do you need the CRM on mobile devices as well?

Answers to the above questions will help you make your list even more precise.   

 

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