3 Things You Need in a CRM

08/26/2015

By durga

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CRM software exists to help you build and manage more personal relationships with customers. With CRM software, you can keep tabs on what your customers need, want, like, dislike, and spend. But not all CRM software is created equal, so when you’re searching for CRM solutions, here are three big things to keep an eye out for.

 

  1. It Should Be Customizable

CRM solutions are not one-size-fits-all, and there’s no one CRM solution that’s the best—it all depends on what your company does and needs. Not every type of software offers every possible thing, and some might have functions that you won’t end up needing at all.

 

It’s important to have a good idea of what you want out of your CRM software so you don’t end up investing in something that won’t be useful to you. Make sure the software you choose allows you flexibility in what add-ons, extensions, and functions are available to you. Your business has unique needs, and your CRM software should be able to provide for them.

 

  1. It Should Be Secure

With everything that CRM is capable of doing, it’s quite possible that it will end up playing a huge role in your business operations—maybe even more so than you originally intended. You definitely don’t want any of your data compromised or hacked, so be sure to pick CRM solutions with well-developed security systems in place in the event of a problem.

 

And of course, contingency planning is important, so try to find software that will somehow grant you access to your data even if there is some kind of security breach.

 

  1. It Shouldn’t Be Overly Complicated

Remember, you probably won’t be the only one using the CRM software you invest in. If you’re running a company or training a team, they’ll all need to know how to use the software, so make sure it’s not terribly complex or confusing for you or for them.

 

There are CRM solutions out there that are so extensive that they’re barely worth the time they take to operate for most businesses. This doesn’t mean that they’re bad, but they may not be the best thing for your purposes. Make sure to test out the software you’re considering to ensure that it’s actually what you’re looking for, and that your employees will be able to use it properly. If it frustrates or confuses you, it’s probably not the right choice.

 

Look for CRM software with clean, simple designs. There shouldn’t be a huge learning curve. If you want to put your CRM solution in action right away, pick something that doesn’t require a huge time commitment to master.


CRM software can be great if you have the right kind for your needs. Make sure to do thorough research on any software that catches your eye so you don’t invest time and money into something that isn’t right for you. With patience and care, you and your employees can be using CMR software in no time.

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