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Best Online CRM Software: 4 Expert Tips To Making The Optimal Choice

Category: CRM Software

qnaJake’s bakery has been a staple fixture in the local community in Hoboken, New Jersey for the past three decades but he has not really adopted modern business approaches such as online customer management systems and solutions. But he knows that to remain relevant, his small enterprise must evolve and adapt to the modern ways of doing business. But as far as CRM software goes, Jake asks for professional tips, specifically on choosing the best online CRM software platform.

“Hello. I am really optimistic about using CRM solutions to enhance my customer management setup. I have read tons of reviews from reliable CRM software vendors including a number of comparison articles and asked several of my fellow local entrepreneurs for their insight on how CRM helped them reach out to potential clients. I did my research as well as I can but I am hoping that you can provide me more expert tips on how to choose the best CRM solution? How do you know what is the best for your business?”

Thanks for writing Jake. Indeed, new business models and strategies have sprouted during the recent years when Internet became an effective and efficient business marketing tool in itself. But along with innovations come complications. There is always the need to really keep up with the pace. Integrating your business with the best online CRM software is one way to do it.

CRM software and tools are designed to help you manage your client information, which you can use to further improve your products and services, plan your future marketing strategies, and improve your existing relationships with your loyal clientele.  To help you with your query, here are 4 experts giving their take on how to pick the best online CRM software for you.

#1 Size matters – Michael Kringsman

Get a CRM solution that is tailored to suit the size of your enterprise, says Michael Kringsman, CEO of Asuret, a business consulting firm in Brookline, Massachusetts. If you are running a small business with a very limited market, you would benefit greatly from a CRM platform with basic capabilities. If your enterprise is much bigger and your operations are much complicated, then you would need advanced functionalities such as customer tracking and opportunity indicators.  “Match the capabilities of the software with what your business goals are,” states Kringsman.

#2 Define that “one” end goal first – James Wong

It is important to determine the goals of your business before you head out and venture into the world, according to James Wong, CEO of CRM software provider, Avidian. And if you are still a neophyte to CRM, it is best that you list that one goal and “and then try to build the CRM around that goal.”

Read more:  List Of Collaboration Software: Top 5 Picks For Small Business Groups

#3 Look for platforms that offer you the basics – Raju Vegesna

It can be confusing to pick the best CRM software if all you look at are the advanced features and functions. For Raju Vegesna, executive evangelist for the popular online CRM software Zoho, the best CRM system is the one that “comes in handy in such situations as it helps you aggregate all customer related information in a single place.”

#4 Be willing to invest big – Barton Goldenberg

Often times, the best CRM platforms are the ones that cost the most. Barton Goldenberg, CEO of ISM, a Bethesda, Maryland-based CRM consultancy company, says that costs of implementing CRM will shoot up per user and one must be willing to shell out the money to keep the CRM operations running. Says Goldenberg: “The cost of CRM goes beyond simple licensing, rather it encompasses the license, training, and whatever business process changes they need to make.”

These are just a few tips from people who know the best online CRM software and its benefits for your business. However, listing all the tips from professionals is almost an impossible task and some recommendations, if not all, works on a case to case basis. It is always best to follow your instinct, gather all the information you can get, and make a good move as what common sense dictates.

P.S. For further reading on CRM read these helpful guides: picking the right crm software web based; the best crm software providers today; and easy crm software for beginners.

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. No stranger to small business hiccups and drama, having been involved in a few internet startups. Prior to his for-profit ventures, he has had managed corporate communications for a Kansas City-based Children International unit.

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FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.

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