How to Choose a CRM for Your Business

Customer Relationship Managers, also known as CRM systems have become increasingly popular in recent years. Businesses all around the world have been scrambling to jump onto the CRM bandwagon as they slowly but surely begin to realise the host of benefits that they get from implementing the system and building on it.

If you’ve already decided that your business needs a CRM, chances are you’re stuck when it comes to choosing which one you want to integrate into your business. Choosing a CRM is not an easy task as there is a lot of work that needs to be done when it comes to implementation — it’s not just about testing different CRMs until you find the right one!

The reality is that every business is different in terms of its industry, size, needs, and preferences. But it’s up to you to find the CRM that is able to mould perfectly to your business’ shape. Let’s look at how to find that CRM.

Why Your Business Needs a CRM

If you’re not fully convinced that your business needs a CRM, you need to take a closer look at the benefits that a CRM brings to the table. From automation to a streamlined workspace and even third-party app integration, the majority of CRMs have something for every business, no matter the size or type of business that you’re in.

While it might sound like ‘Customer Relationship Management’ systems are only there to build on the relationship between a business and its customers, there’s far more to it when you take a closer look under the skin of this complex system.

When harnessed correctly, a CRM can be an incredibly powerful tool that will help your business to become far more streamlined, efficient, and better in every aspect. With a CRM as the foundation of your business, you will have an edge over your competitors as long as it is integrated and used properly.

Choosing the Best CRM on the Market

There are hundreds of great CRMs on the market that you can choose from. But, with so many options it becomes difficult to narrow your choices down and finally choose one that is perfectly suited to your business.

One of the best CRMs that are currently available on the market is HubSpot. The biggest advantage that HubSpot has over its competitors is that it’s completely free to use. That’s right, no free trials, demo accounts, or hidden fees. Unlike other CRMs, you can use HubSpot completely free of charge.

So, what’s the catch? The free version of HubSpot is a fully functional CRM, but it does have some limitations in terms of its features. These limitations aren’t a problem for small to medium-sized businesses though. Bigger businesses may need to invest in paid packages, but even then HubSpot is still an affordable CRM.

What’s great about this free CRM is the flexibility that it offers to businesses. HubSpot is divided into three branches — Sales Hub, Marketing Hub, and Service Hub. All of these are free, but each one also offers paid tiers that can be upgraded individually. This allows you to pick and choose which of the CRM you want to upgrade as and when you need to.

For example, if your business is mostly focused on providing excellent customer service to your customers, you can upgrade the Service Hub to a paid package while keeping the Marketing Hub and the Sales Hub as free packages

Moreover, HubSpot is the pioneer of inbound marketing, which allows your business to draw customers in like a magnet. If marketing is something that’s important to your business, HubSpot has some excellent features that you need to look into.

Getting Your CRM up and Running

While there are tons of CRMs out there to choose from, they’re not all created equally. Choosing a CRM for your business goes beyond looking for the one with the most appealing colour scheme or the most interesting name. There are some crucial factors that you need to consider before you invest your money into a CRM. 

Firstly, you need to take a deep dive into your own business. Assess your own budget as well as your SMART goals. From there you can narrow down your search to the CRMs that fit into your budget and also meet your business goals. This allows you to find the right CRM amongst the crowd.

You need to keep in mind that the implementation of the CRM is the crucial first step. It’s always a good idea to have a group of experts onboard to guide you through the process. The majority of CRM implementations fail because they are not taken on correctly. If you have a bad experience during the first stages of using a CRM, your opinions of the system will be tainted forever, so make sure to get this step right!

You’ll need to be able to migrate all of your existing data onto the new CRM, which can be a challenge. This step is just as important because you could risk losing all of your important data if you’re not careful.

Finally, you need to have your team onboarded onto the CRM. The majority of CRM vendors have resources available to train your team members in using the system, but most people are hands-on learners when it comes to Customer Relationship Management systems. This is why it’s always a good idea to stay in touch with a business that understands the CRM and can offer their help when you need it most.

Final Thoughts

Choosing the right CRM for your business is incredibly difficult. There are hundreds of different CRMs on the market that you can choose from which makes it even more difficult for business owners to make a final decision. If you need help in finding the perfect CRM for your business and integrating it properly, get in touch with a GoCRM expert as soon as possible!

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