How to choose the right CRM for your business: tips from Progresia
CRM (Customer Relationship Management) systems are becoming an essential part of modern business, without which many companies can no longer imagine their full-fledged operations. However, choosing a CRM system is not a simple task, as the large number of programs on the market with various functionalities often complicates rather than simplifies the choice. Choosing the wrong system for workflow automation can not only fail to simplify the team's work but can even make it more complicated. Selecting an expensive and complex system with excessive functionality can lead to unnecessary costs and unused features that may not be needed for a specific type of business.
The Ukrainian company Progresia, specializing in the automation and optimization of business processes based on Microsoft technology, with successful experience in over 200 business automation system integrations, recommends taking a thoughtful and serious approach to choosing a CRM to achieve business growth, focusing primarily on your business goals.
Tips for choosing a CRM system
Defining business goals
It is important to clearly define what exactly you need from the system.
- Do you need a tool for sales automation?
- Or a platform for managing customer data and communications?
Or are both tasks equally prioritized? Understanding these primary goals increases the chance of successful implementation by up to 80%.
Simplification or added complexity
The CRM should simplify the company’s workflows rather than complicate them. Ensure that the selected CRM offers an intuitive interface and easily integrates with existing tools. A correctly selected and integrated system allows centralized data storage, reducing errors in stored data by up to 70%.
Functional capabilities of the system
Different CRMs offer different features, such as marketing automation, sales management, reporting and analytics, task management, and so on. It is necessary to select a CRM that meets the company's specific needs. Properly choosing such a system can increase the efficiency of business processes by 60% or more.
Scalability
It is important to choose a platform that allows easy scaling of functionality and the number of users, remaining flexible as the business grows. This helps avoid up to 30% of future costs for functional modifications.
Integration with other tools
The CRM system should easily integrate with all the tools used by the company and have an API to establish these connections. Automatic data synchronization between the CRM and other systems reduces the time needed for report generation by up to 50%.
Adaptive mobile version
The selected CRM should have a convenient mobile application, allowing employees to access data anytime and anywhere. According to research, 78% of users report that an adaptive mobile CRM helps them better control processes and make decisions in real time.
Cost and flexible pricing plans
CRM system costs range from free to quite expensive solutions. To select the best option for your business, you have to conduct a comparative analysis of different CRMs based on functionality, service volume, and tariff plan flexibility.
Availability of support and training
Systems with complex documentation and weak support can become a real challenge for the team and the company as a whole. 73% of companies consider quality user support a key factor when choosing a CRM system.
When consulting its clients on CRM selection, Progresia always recommends approaching this question comprehensively and carefully. A correctly chosen CRM system, implemented by experienced professionals using specific implementation methods, guarantees the company’s progress. Progress begins with Progresia!