7 Tips on Choosing the Best CRM for Your Small Business

7 Tips on Choosing the Best CRM for Your Small Business

Are you looking for a good small-business CRM? In this article, we have broken down 7 tips for you on picking the perfect platform. Choosing the right CRM is critical for the success of any business. But, how do you choose the right CRM?

We have gathered a few tips here for you to guide you towards choosing the best and most suitable CRM for your business. So let’s jump right in.


Tip #1. Easy Setup

Look for a CRM with easy setup, unlimited support, simple migration, easy integration with your website into the CRM. This way if someone fills out a form, it leads to creating your CRM automatically. A lot of companies do not offer setup after you purchase the software from them. Asking another company to set up your CRM can be expensive and time-consuming. So, in order to avoid this mishap, you might want to look for a CRM from a company that comes with setup and support. That is going to help your company a great deal.

Look for a company that not only sells you the CRM software but also does the heavy lifting for you and makes sure that you have all of your fields set up right and correctly. All your contacts must be imported and everything needs to be integrated.

Even the training is important. If you have just launched a small business, you do not want to pay for the training out of your pocket for that. That can be costly and not efficient for the company, especially at the beginning. So, look for a company that accepts to partner with you to do these things on your behalf as a part of the relationship between you two to hopefully build a platform that grows your business and helps it become successful online.


Tip #2. Flexible Pricing

Look for a CRM that has a flexible pricing policy. What you do not want is a heavy invoice for your small business. But at the same time, as a business owner who should consider all costs of setting up a company with all the possible outcomes, you do not want to have a CRM that necessarily increases in price for every single user, employee, or more importantly, contact you add. 

Look for something that you can budget in, something you can afford. This way, you can add unlimited users and contacts. Also, you can use all the functionality of the CRM software without the prices increasing disproportionately. So, looking for a CRM that fits that price package is the best decision you can make for your business.


Tip #3. Dedicated Support

Look for a CRM with dedicated support. CRM without dedicated support is very frustrating. Imagine, every time you call into general support, you have to talk to a different person and retell your story. They have no idea of what you talked about in your previous conversations. It is way more convenient if you can call and talk to the same person you have always talked to. It is great if you have the ability to ask for them by name, and they remember where you are at with things going on in your company. So, they know how to set everything right for you.

That is going to save you a lot of time. Plus, it is going to help you get more perspective on things about your business. These people are really good with technology, so they can help you improve your processes and grow faster overall.

This level of dedication is not something that a lot of companies provide, but you should look for the one that does because it is going to save you a lot of time.


Tip #4. Simple to Use

Look for a CRM that does everything you need but does not overdo it. Make sure things are not overcomplicated and keep things as simple as possible. That is important because as you take more employees on board and grow your business, you want them to have a pretty quick learning curve on the CRM software you have been using. Look for a CRM that has all the features you need but is easy to use and understand for your team.


Tip #5. Built-in Email Marketing

In terms of email marketing automation, look for a CRM with email marketing built in. You need a space where you can build rules and journeys that you can automatically trigger based on different things that are set with your CRM. This is really powerful because then you can really save a lot of time. This way, you can automatically send out sales emails and capture more reviews. Nobody would have to manually operate these things.


Tip #6. Straightforward Reports

Look for a CRM that is really easy to use in terms of building custom lists and reports. What you need is constant. You are always going to need a certain type of report which is easily available at your fingertips. For example, for holidays you might want to quickly build a report of people who are interested in certain products or services around Christmas. You want to be able to build those reports quickly. So look for a CRM which is easy to use in that regard.

You can even export the list to spreadsheets if you need to use some things for additional data analysis. 


Tip #7. Mobile-friendly 

Find a CRM that is mobile friendly. A lot of times you are going to need your CRM because you need to do something urgent while you are lying on the couch at night. Or maybe you are out on the road and you need to do something right there on your phone. That is something to look into because some CRMs are difficult to use on the phone. They might be very good and useful software programs for desktop computers, but not so much on mobiles.

Having a CRM that runs well on your mobile is not only convenient for you as the business owner, but also for your team. So, if they need to do something after working hours, they can easily do it.