7 criteria to consider when choosing CRM software
Choosing the right CRM directly affects sales productivity and customer satisfaction. Weigh up these criteria before you decide.
CRM (Customer Relationship Management) software sits at the heart of sales, marketing and service processes. The wrong choice means low adoption, scattered data and unnecessary costs.
1. Adaptability to your business processes
Off-the-shelf packages may try to force your processes into their own mould. Choose a platform where you can adapt fields, forms and business rules without writing code.
2. ERP and accounting integration
Seeing account balances and stock levels while preparing a quote eliminates duplicate data entry.
3. Mobile access
Field sales and service teams should be able to enter orders, collections and visit records in real time.
4. Reporting
Reports such as the sales funnel, target versus actual and customer profitability should be easy to produce as tables and charts.
5. Security and access control
Role-based permissions, audit logs and single sign-on (SSO) support are essential for enterprise use.
6. Scalability and performance
As data volumes grow, how quickly reports load shapes the user experience.
7. Local support and training
Post-implementation training and fast support are decisive for project success.
To see how SetXRM meets these criteria, request a free demo.
