CentraHub CRM Blogs
Jan 06, 2023
Nandinee Biswas

Tips to Choose the Ideal CRM Software

Customer relationships are imperative to the success of a business. Making an effort to establish an enduring and positive relationship with the customers will help in generating significant profit. However, negative customer relationships can be cataclysmic for your business. This is the reason why CRM or customer relationship management software is no longer optional for your company’s success.

What is CRM Software?

CRM Software will enable you to save, as well as manage information about the existing and potential customers. With the help of this, you can provide service to existing customers and bring in more business from them. Also, CRM can turn prospects and leads into new customers. The software is a database helping you to handle and oversee your communication and contacts. All you have to do is enter information about your prospects and customers where CRM software keeps a track on the excellent points.

CRM software can organize your marketing inputs, oversee the sales pipeline, and assess how much time it will take to close any deal. It keeps a check on the interactions of the customers with the business, automate the customer service. CRM software has been the most successful and figures out which product is selling the best.

However, choosing the appropriate CRM system is an arduous task. You will find many tools in the market available within varying functionalities and price range. This stresses our sales team management directors who are responsible for getting the perfect software for the business. A wrong decision can be significantly disadvantageous for the sales team.

To make the right decision, you can follow the tips given below.

Check your business statistics

Irrespective of why you are getting, the first pointer to keep in mind while choosing your software is your immediate need. The extra features might appear like something that will serve as an incredible addition to your business, but if your team doesn’t need it, you should consider if you are using the budget justly. Most often, you will find that these additional features are only increasing your budget.

Thus, you should look at your business statistics and find your current requirements. Given below are a few features that a sales team requires for developing a foundation.

Contact management

CRM customization should come with features for extensive contact management. With this, you will get the right solution to search, filter, group, and also add any relevant record directs to the contact list.

Pipeline management

Sure, you can check out raw data to find out what the goals your sales representative are expected to achieve in the present month. The problem is, this is going to consume a lot of time. Pipeline management can be a great solution as it will visualize all the sales funnel in a jiffy. It can also check how your leads are progressing from one stage to the next. Thus, it becomes easier to gauge.

Analytics and reporting

It is an essential way to keep a track on the performance of the sales team as a whole and as individuals. With analytics and reporting, you can easily find out who requires additional coaching. Again, this helps with anticipating sales.

Get your sales team onboard

Usually, it is the sales director deciding on CRM. It is highly convenient for them to decide on what they feel the team requires. However, if you don’t involve your sales team in the process to choose CRM might cause more problems with the adoption of it later on.

When you decide what CRM is best for your business, you need to discuss with your sales team. Talk to them to learn about the features that they think will help in performing their duties efficiently. After that, their requisites with various services and the features they provide. This will enable you to choose the best CRM for your business that will help your sales team to adapt to it faster.

Identity the insights you need

No doubt, you can easily get caught up by the state-of-art features that are provided by sales CRM. You might feel that you need follow-up analytics or advanced marketing and sales operation, referral tracking, or call-center tracking even before the business requires them.

When you assess a feature, you should always ask yourself if it will help the sales team faster and in a better manner. The figure, you’re your primary goals. Assess what achievement of the target means and then pair up this action to the feature of the CRM. Your primary goal is to get back to the inquiries made by the customers faster. So, you ask yourself how you can do this. Asking you this question will help in finding out an actionable goal that can be tied to the CRM function.

Examine how it will improve your business efficiency

You have to make sure that the CRM software you are choosing will cater to the growing requirements of the business and improve its efficiency. For instance, with time, you are going to add sales channels to the company. You will have to determine if it will be able to handle the new customers are generated from the augmented sales. It is only one of the many examples where your CRM has to keep up with your changing business requirements.

There are some CRMs to be found in the market which are relatively comprehensive in regards to scope and scale. However, it might be challenging to work with them. You need something which will smoothen the sales cycle and gives you quick access to relevant intelligence. This will help in speeding up the decision-making process and make it result-oriented. Hence, you should find a CRM that will increase your business productivity and enable your employees to be more productive in customer support effort and sales. It is better to steer clear from the software which can slow you down.

Choose a time-saving program

One of the principal advantages of CRM software is that it saves time. The process to communicate with the customers speeds up. Thus, you need to make sure that whatever you are choosing will help in accomplishing your goal of saving time.

Ability to automate

The best feature of CRM software which helps in saving time is automation. For instance, there Infusionsoft is a solution which can automate communication with leads as to who might require more nurturing and time to decide on something. Thus, this CRM automation enables a salesperson to focus more on the customers who are already ready to purchase something or require their queries to be answered.

The product marketing manager Tyler Zeman of Infusionsoft had commented that it is one of the features that a small scale business do not often consider when they look for the right CRM product. However, the company who use it once, appreciate it.


One of the most critical components of a CRM software for a business is the integration. Your sales team might require different features or systems for functioning effectively. In case you are unable to find software which has all of them, you have to search for one which will work on multiple systems.

For instance, in case your sales team is using Zendesk to the ticket, you can pull all the information to the CRM pretty quickly. Even though the marketing team doesn’t usually work inside the CRM system, it will connect to the other marketing platforms to provide you with optimization and better reporting.

Affordable price

The cost of the CRM software depends on the deployment methods and the subscription plan. However, these days, all cloud-based CRM solutions are available at an affordable price. The cost of the software is one of the prime considerations when choosing CRM software. Many tend to ignore this thinking that there is a lot of items on the checklist. However, you need to have patience. Go through the list and narrow down the features you require and prepare a budget. Keep in mind that this is your one-time investment, and you have to plan wisely.

Keep in mind that choosing a product with the lowest cost might not be the ideal course of action. It is necessary to consider the pricing model, which will be suitable for your business. Some of the providers look for up-front cost, while others come with monthly fees. Be careful of the one with a hidden cost. You will find providers who have a pricing model which makes it appear as if you are paying fewer fees but charge you various other taxes on the side. You need to make sure that what you are paying for.

Try before buying

After you narrow down your choice of products based on the features and the cost, you shouldn’t buy a product before you try them out. A majority of the CRM software providers have free full-featured demo versions. It is better to use them to feel your way around these. This will help you to find out if these have easy navigation and intuitive features. Since it is the demo version, you do not have to worry about the cost or the strings attached. You can determine if it is suitable for your business and caters to its requirements. In case it does, you can quickly move on from the demo version to the paid ones. However, if it doesn’t, you can simply opt-out of the demo version and try out the other options you have at hand.

Make your purchase decision

Congratulations! You have successfully chosen CRM software, and your business is on the way to progress. Now, you have to find the right vendor, which is essential for selecting the CRM. It is necessary to have every detail about the vendor available to you. This should include their expertise in the domain, experience, partnerships, and clients with tech companies with the big-ticket. You have to be confident about whom you are purchasing from or a software provider you are subscribing.

However, you should always focus on your future and now. Check out the current requirement and the budget of your business, but you also make sure that it will be valuable to you in time to come. If you have taken the right decision, you will progress beyond the CRM. You might require some advanced features which come with a more significant price point. Sure, you can switch your CRM, but it is better if you don’t. This can turn out to be expensive for you. Also, it will consume a lot of time. In turn, it will bring down the productivity of the sales team.

Rather than opting for a new CRM, you should look for bigger priced tiers. Get in touch with the vendors to find out what will happen if you outgrow the price point offer that you are considering.

Keep in mind that you should choose a CRM which will grow with your business. The software should allow extra services to be added on a provisional basis or update the features provided if you reach a point when a more significant price point is needed. In short, you need to keep an eye on the present and the future. Consider how the services are going to help in meeting your goals as you outgrow the next business stage.


Following the steps above is going to get you started. However, you are not done. It is just the beginning. When you are done purchasing the software, dedicate someone from the team to the business power use. Also, you need to configure the software to correlate with how you are selling. Your team has to be trained. There are some software companies which will provide you training. Ultimately, you need to have someone who will ensure that this new way of doing business sticks and improves user experience.

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