Choosing the Right CRM, Part 3

choosing the right CRM

Last week we talked about how many customer relationship management (CRM) solutions are available to today’s businesses. Last week’s tips for finding the solution that works best for you were:

#4. Work the way you like to work

#5. Make smarter decisions as a team

#6. Empower marketing to gauge and improve effectiveness

#7. Keep sales reps productive on the road

Below are tips 8, 9, and 10 of the top 10 features small and medium-sized businesses should look for in a CRM solution.

#8. Find the right customers faster

Your sales reps can’t afford to waste time chasing the wrong customers, trying to identify relationships between companies, or who the right people are to call in a company. The more you can empower sales with instant access to data, the less time they waste searching for the next opportunity and the more time they spend closing deals.

#9. Get social: be more targeted and relevant

Succeeding today in business requires you to be relevant to your target audience. The key is to find out what your prospects and customers are doing and saying online.

Look for a CRM solution that allows you to tap into social media monitoring to identify new market needs, listen and respond to customers, uncover new accounts and contacts, and get an edge on your competition. Advanced solutions let you keep track of what prospects are doing, saying, and paying attention to in social media channels, including LinkedIn, Facebook, Twitter, and YouTube.


#10. Easily extend and customize to your needs

Growing businesses face the same challenges as large enterprises: efficiently managing their interactions with prospects, clients, and customers to ensure long-term success. More and more small and medium-sized businesses are turning to software as a service (SaaS)-based CRM solutions to address their needs. These solutions provide access to all the functionality necessary to transform a business while also making it easy to tap into additional capabilities as required – without additional IT resources.

But not all solutions are created equal. Using our tips to find a solution designed to address your unique needs will put you on the path to success.


Summary

Growing businesses face the same challenges as large enterprises: They need to efficiently manage interactions with prospects, clients and customers to ensure long-term success. More and more small and medium businesses are turning to SaaS-based CRM solutions to address their unique requirements both now and in the future. These solutions provide access to all the functionality needed to transform a business, while making it easy to tap into additional capabilities as required – without additional IT resources. But not all solutions are created equal. By looking for a solution designed to address their unique needs, small and medium businesses can set themselves on the path to success.

And that ends our three part series on choosing the right CRM for your company.

You can read our first set of tips here, and our second set of tips here.

Or to learn more about choosing a CRM, contact Aaron Rosenberg at Oasis Solutions: 502-429-6902 extension 231 or aaron@oasisky.com.

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