Tips to Choose the Right CRM for Small Businesses

When you are opting to purchase a CRM (Customer Relationship Management) for a small business, what are some of the things you need to keep in mind? Since, no two businesses work the same, it is necessary to purchase a CRM solution for small businesses that is completely unique and focused on your organisation.

On that note, here are some tips to help you choose the right CRM for your small business.

5 Tips to Choose the Right CRM for Small Businesses

Tip #1: What Are Your Needs?

Ask yourself the following questions about your business.

• Do I need to increase lead generation?

• Are my deals getting stuck in the pipeline?

• Do I need to increase the efficiency across teams?

Depending on the answer to these questions you can choose your CRM.

Tip #2: Which teams will use the CRM?

Next, identify which teams will use the CRM. If the CRM is going to be exclusive to the sales team you need to get a CRM that is suited specifically to that team. Gather the team and set out to answer the following queries. Ask the team what features they would like to see, also test out different CRMs and use the one that they find most useful.

Tip #3: Plan your Budget

The next thing to look at is the budget. Budget is always limited. Surely you do not want to spend all your money on the CRM alone, and incur heavy losses. Do a lot of internal research and find out whether it would be cheaper to pay yearly or have a one-time payment. Once you have chosen the budget you can then whittle down your list of CRMs to choose the best.

Tip #4: Check the GDPR compliance of the CRM

As data privacy laws get tough, there is a restriction on the amount and kind of information that a company can collect on their customers. Hence, your CRM tool should be compliant with the GDPR laws. As privacy laws are getting stricter choose a CRM that is GDPR compliant.

Tip #5: Mobile App

The CRM should offer a mobile application. This is necessary since all CRMs are more or less the same and the only distinguishing factor would be if they offered a mobile app. A mobile app makes the CRM, well, very mobile. You can use it on the go wherever you want. However, small businesses may not be able to afford this functionality, so choose to purchase a CRM does offer this at a minimal cost.

Conclusion

These were our 5 tips to buy CRM solutions for small businesses. Other tips include choosing between cloud-based CRMs or on-premise CRMs, the level of customer support, etc.

Once, you have decided on this, you can then make a move to purchase your CRM as per your needs.