5 Questions to Ask When Choosing a CRM for Your Startup

September 28, 2016

10:40 am

As most startup owners know, finding a way to automate business processes can go a long way in freeing up resources to help a company grow. And with customer service being more important than ever, finding a service that can keep track of your efforts will help you to make the most of your time and money. In such cases, customer relationship management (CRM) software can help more than you know. Before we get into details, let’s clarify some concepts.

For those that don’t know what CRM softwares do, they deal with the handling of an organization’s customer and client relations. They break down information about clients’ history with an organization, providing a comprehensive look at their interest in the company, any issues they may have, and how you can best attract more in the future.

Choosing a CRM Software for Your Startup

With so many options, it can be hard to choose a CRM software for your startup. It needs to be user friendly and effective while also being affordable. The best way to make the right decision is to ask these five questions before pulling the trigger.

1. What problem is your CRM software solving?

As with any startup addition, you should characterizing the objectives you have for incorporating this bit of programming. CRM softwares are most commonly utilized for any combination of offers, client administration, and advertising needs. However, you need to establish exactly what you are trying to accomplish before deciding, and make sure your software can handle a pivot if need be.

2. Do you need it to be cloud-based or on-premises?

Keeping your budget in mind, you need to decide whether to choose software that is cloud based or on-premise? Whatever your pocket and your immediate concerns allow, weigh all the options and make an informed decision based on your needs.

3. How compatible is it with your current system?

Your existing information needs to be able to mesh with this new product. If you choose a service that is not compatible, you could set yourself back months trying to reconfigure everything. Once you’ve decided, make sure that there are no loop holes that could leave you vulnerable to everything from a minor slip-up to a crippling cyber attack.

4. Is it mobile?

For most organizations today, portability is the major element. Mobile has become more popular than ever, and even if your company hasn’t gotten on board yet, they likely will in the future. Planning ahead and having a CRM software that can handle mobile issues will go a long way in prepping you for the future while setting you up for success.

5. What features do you want?

This is probably the toughest questions when deciding on a CRM software. With so many available features and a wide range of startup needs, you really need to nail down what you want out of this software before you set it up. Once you’ve decided on your must-have highlights, you should have a clear picture of the customization you require from the framework.


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David Fournier has been a business analyst since 2010 and also involved in the launching of startups companies for over 3 years.He has been writing for small to mid-sized businesses, assisting them with their business needs.

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