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Choosing The Right CRM: 5 Non-Negotiable Conditions

With so many CRMs on the market today, choosing the right one for your business is an overwhelming task, especially when you don’t have a clue what to look for.

Before you flip heads or tails or take Barbara’s advice on the latest and greatest CRM, take 5 minutes to read this article.

I’ll be glad that you did because it could mean the difference between scaling your business or maintaining status quo.

The right CRM will help you determine who will buy and when, reducing the anxiety and uncertainty of selling. The last thing you want to do is pick a CRM you don’t use or feel trapped in. Avoid the frustrations and expense of choosing the wrong CRM by making sure it meet my 5 non-negotiable conditions.

 1: Review the customer support plan

Purchasing a CRM is a long-term commitment. All the time and effort you put into learning and entering precious customer data takes work so face it; you’re basically putting a ring on it. Should something go wrong with your CRM, who would you contact and how would it be resolved? Some people are perfectly fine with training videos and FAQ blogs. Whatever level of support you’re good with, know what it is and be prepared to walk away from a CRM that doesn’t provide the support you need.

2: Integration capability

 Not every CRM that looks good is good for you! No matter how robust a CRM is, if it doesn’t integrate with other programs run; run fast and don’t look back. CRMs that don’t play nicely with other programs limit your ability to coordinate data with systems you currently use or want to use in the future.  Look for CRMs that can integrate with calendars, email, project management software and Zapier.

3: Mobility

We live in a fast-pace world that requires us to have access to client information while in the field. Some assume all cloud base CRMs have this capability, but you never know. Some systems require that you have a specific web browser, are not mobile responsive, etc. I know it sounds crazy, but you don’t want any surprises so just check to be sure.

 4: Look for a CRM That will scale with your business

If you’re investing in a CRM, find one that can scale with your business. I know entrepreneurs who settle for anything cheap out of convenience then grow increasingly frustrated when they have find something different. There’s a lot of time invested in learning and customizing CRM. Switching to a new system can feel as torturous as getting a divorce!  No matter your budget think long term and take time to date a few CRMs before making the commitment. 

5: Contact management features

If you believe that data entry is a time suck then this step is definitely for you. Data entry and time spent searching for administrative “stuff ” doesn’t add direct value to your business. It’s not a profitable way to spend your time so if disorganization is slowing down your productivity, look for CRMs with features like card scanner, email tracking, follow-up and  reminders. Investing in a CRM that has at least three contact management features will help you organize your business, increase consistency and be more productive.  It’ll reduce distractions so you can work on the projects that matter.

If this blog feels like water in the desert for you, register for my free webinar May 15th!