Choosing the Right CRM Solution for Your Business

Choosing the Right CRM Solution for Your Business

CRM stands for Customer Relationship Management, the objective of a CRM is to have the client’s information updated and accessible at any time in order to maintain a healthy client-company relationship, to satisfy their needs so that in the future the company can obtain from said information market studies that allow commercial improvements.

CRM has evolved from a simple contact management system to a robust tool that integrates different solutions to boost the business.  Here is a look at what a CRM can do for your business. 

It not only allows you to manage sales, marketing or a point of sale but also omnichannel, accounting, suppliers and other types of operational data. Without forgetting the key importance of its integration with other applications to achieve an equally beneficial interaction.

CRM is used to find potential buyers or users, track prospects and feed them through the sales pipeline or, for example, to satisfy and retain customers, either by personalizing the experience or, In general, offering excellent customer support.

If you are looking for CRM software that suits your business, you will first have to answer these very important questions:

  • How much would you be willing to pay?
  • Why do you think your company needs a CRM software?
  • What needs do you need to cover with a CRM software?

Here are the following answer to these three questions:

How much does it cost?

The price is relative, depends on the chosen subscription model, since very different factors such as the user number or the available functions come into play.

Does your business need a CRM?

CRM has efficiency when it comes to storing, organizing and managing customer information, facilitating better marketing, improving sales figures, satisfying and customer loyalty and, finally, having a versatile database for Many other related functions.

It will also be very useful to track orders, forecast sales, monitor the competition and offer better customer service.

What features could a CRM present for your business?

They depend largely on the type of solution that is offered. A CRM offers so many characteristics that it would be difficult to specify them and mention them all. It is advisable that in your business you decide to have a CRM at once, and when you have it with time and with the experience gained through its use, learn that a convenient CRM is one that is flexible or adaptable. It must generate accurate and detailed reports at all times and also is very important that the CRM that you implement for your business has security mechanisms against data loss and unauthorized access.

How to Decide Between SaaS CRM Software and On-Premise CRM Software

A business that wants to increase it’s profit certainly needs to improve it’s customer relations. That is why a customer relationship management (CRM) software is a must for the business success. There are different CRM software in the market but the most notable of them is the SaaS CRM software and the On-Premise CRM Software. These two pieces of software are good in every way but if you are undecided on which one to choose, then below are some factors to help you make the right decision according to your needs. Always go with the one that supports your type of business environment.

What to consider when choosing between Saas CRM Software and On-Premise CRM Software:
 
The Cost
Every business works on a budget which differs. When you want to decide on the two software always look at the amount you are willing to spend. The SaaS CRM is cheaper as compared to the On-Premise CRM this is because all you require is a monthly or yearly subscription also the technical number of people needed to operate it is small. This is as compared to the On-Premise CRM where you need to put in a lot of money on the licenses , people to operate it and the hardware involved. However, if you are considering the long term and not the initial cost On-Premise may be less costly since you have no subscription fees to pay.
Integration with other systems
If you want to integrate your current systems and applications to your CRM then the SaaS may not be the best option for your business. This is because you do not have all the rights to the software.
Accessibility to the software
Ease of accessing the software or who should be allowed to get into it is a major issue you consider. The SaaS CRM is a cloud-based software and hence you an access it from anywhere you are using even your phone or laptop this is as compared to the On-Premise CRM which is immovable from where it is installed. This also shows that the On-Premise CRM is more secure of the two and further can work offline.
How fast you need the CRM operating.
If you need the software quickly running then you should get the Saas CRM which is easy to install into your business. This differs from the On-Premise which requires a long process of installing. The Saas CRM can also help you out if the management is not supporting your department , you can easily get it for yourself.
Scroll To Top