How to Choose a New CRM: Steps and Considerations for CRM Selection

06 December 2023 - Customer Service Software Proposal Software Customer Relationship Management

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How to Choose a New CRM: Steps and Considerations for CRM Selection

Choosing a new Customer Relationship Management (CRM) system is a critical decision that can significantly impact your company’s success. The right CRM system can streamline your processes, improve customer service, and ultimately drive growth. Here are some steps and considerations to guide you through the CRM selection process.

Steps for CRM Selection

Identify Your Needs: To find the right CRM software, identify your business needs and consider your daily activities and sales processes¹. Highlight important steps and types of customer interactions. Start by listing out problems within your business that you want to solve to determine which CRM features are helpful¹.
Check CRM Features and Tools: A CRM software should include contact management, marketing automation, and lead tracking for monitoring marketing campaigns and sales activities¹. When comparing CRM companies, consider the available features and how data-driven and customer-centric each one is¹.
Request Demos and Free Trials: Request demos from various CRM vendors and have a list of questions ready². Take advantage of free trials and survey your team on their experiences².
Evaluate Each CRM According to the Same Criteria: Run tests based on real-world use cases that the solutions will have to handle throughout day-to-day business operations³. Use the scorecards to narrow down the vendor selection to the most suitable options⁴.
Review Customer Support Options: Contact each CRM provider to test responsiveness².

Relevant SaaS Products for CRM

Here are some SaaS products that offer CRM solutions:

ClickUp: ClickUp is a comprehensive project management platform that offers CRM capabilities. It allows you to track statuses, close and due dates, budgets, account sizes, and more in a customizable CRM³.
Zendesk Sell: Zendesk Sell is a sales CRM software tool that enhances productivity, processes, and pipeline visibility for sales teams⁴.
Pipedrive: Pipedrive is a sales CRM solution that offers features like lead management and pipelines, making sales reps’ lives easier⁴.
Salesforce Sales Cloud: Salesforce Sales Cloud delivers sales and customer service capabilities for both B2B and B2C domains. It helps businesses work more efficiently, easily surface key metrics, and share business data via integration⁴.
Microsoft Dynamics 365: Microsoft Dynamics 365 is a set of intelligent business applications that helps you run your entire business and deliver greater results through predictive, AI-driven insights⁵.
Oracle Advertising and Customer Experience: Oracle Advertising and Customer Experience (CX) offers a connected suite of applications that goes beyond traditional CRM to help you create, manage, serve, and nurture lasting customer relationships⁴.
NetSuite CRM: NetSuite’s Customer Relationship Management (CRM) software is the only cloud solution that delivers a real-time, 360-degree view of your customers⁴.

Conclusion

Choosing a new CRM system is a critical decision that can significantly impact your company’s success. The right CRM system can streamline your processes, improve customer service, and ultimately drive growth. By following the steps outlined above and considering the SaaS products mentioned, you can make an informed decision that best suits your business needs.