Duke is a master barber who has his own small business that he runs in a very traditional manner. A popular individual in his community, Duke never felt the need to upgrade the way he does business until recently. Some of his customers have convinced Duke to modernize things, specifically installing a CRM software so he can manage his customers so he can attract more patrons, build a bigger loyal client base and really maximize the potential of his enterprise. He asks, how does one know a good CRM software from the bad?
Hi there! A few of my customers, who are also good friends, are encouraging me to try and give my customer management system a boost with CRM. I did some reading and I am convinced with the advantages CRM platforms present to my business. However, with so many options available, it can be a drag to read all the reviews, all the CRM software list, and all the side by side comparison and pick one. Can you provide me with tips on how to pick the good ones from the bad? Thanks.”
Hey Duke. I have received a lot of messages with the same content. Most of the time, my response would be a CRM software list of tips on how to choose a software or a roundup of the top 10 crm software. This time, my approach will be different and instead focus on the pitfalls you should avoid when you pick a CRM software program, whether you are looking for a mobile version, a cloud hosted application, or a free open source online software.
It is best that you keep things simple. Most of the time, people look for advanced features and functionalities when picking a CRM solution. Although gathering all the information that you can through reading write ups and side by side comparison among leading CRM software list is a good idea, try to find what is essential for your business and start from there.
Just because I told you to keep things simple does not mean you only have to stick with the first CRM software that you find and fancy. There are other CRM platforms out there. You certainly don’t have to try them all but you can wade through the market and look for a program that caters to what your business needs as well as your personal preferences.
Some CRM solutions vendors do offer free or demo versions of their respective products. Trying out these no-costs platforms can be a win-win move for you, since you can actually get to test the software and see how it fits to your business without you shelling out money. The only downside is that it can take a lot of your time. You would like to balance things out and weigh the pros and cons before you try a free software. It is best that you determine the needs of your business and list down your goals. Keeping a goal in mind will help you weed out the wide selection of CRM software available to you and hopefully help you make a very intelligent decision. However, always remember that goals do change and priorities shift, so be flexible with your CRM needs as well. Happy hunting!
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