How to Choose the Right CRM for Your Business

From understanding your business needs to figuring out the hidden costs, this step-by- step guide on how to choose the right CRM system for your business is the only thing you need to go through.

Step 1: List Your Business Needs

The first step is to create a list. This list needs to be divided into two columns- must have and nice to have. The must-have column will contain features you absolutely need in your CRM system, and the nice-to-have column will contain the features you’re getting for free and don’t mind having.

For example, while open APIs may not immediately feel necessary, as and when your business grows, a CRM system with open APIs will become necessary. Open APIs will allow you to efficiently integrate your CRM system with other tools and systems.

Bonus tip: Knowing the specific CRM features checklist for your business will also help you avoid unexpected implementation costs at a later stage.

Step 2: Evaluate CRM Implementation Costs
Whenever you’re talking to a vendor, make sure they specify everything from license fees to implementation costs. Knowing these costs can help you avoid exceeding your budget and ensure your chosen CRM is financially viable for your business.

For example, some CRM systems, like Salesforce, are tailored for larger enterprises with significant budgets and may require additional spending with every minor change. We know you might not want to spend thousands when you can get the job done at a better price. So, in contrast, affordable CRM options like Zoho CRM for small businesses offer flexible pricing and feature adjustments without hefty fees, making them ideal for small to mid-sized companies.

Step 3: Prioritize a CRM with Open APIs
In case you are considering further expansion, choose a CRM with open APIs. Open APIs allow you to integrate your CRM with other software, improving functionality as your company grows. Even if your team is small now, selecting a system with this feature can prevent the hassle of changing CRMs later on.

Step 4: Verify CRM Support Options
Quality support is priceless. A few CRMs like Zoho CRM offer quality support, including 24/7 chat and accessible customer service teams. This allows you to get answers quickly, so you don’t need to depend on external vendors who waste your time and money. A CRM with solid support means that when something does go wrong, your business is not left hanging waiting for help.

Step 5: Evaluate Ease of Use and Manageability
A user-friendly CRM system makes all the difference, especially to non-developers who will have to carry out day-to-day activities without technical assistance. Ensure that the CRM you’re evaluating offers a trial account so you can explore the usability firsthand. For example, Zoho CRM offers easy setup and once set up, over 90% of ongoing management can be carried out in-house.

At Amazing Business Results, we’ve seen first-hand how courses on CRM systems can empower non-developers. Our training with Zoho CRM offers business owners and teams the tools to use and manage the system independently. Check out Lior Izik’s course on Zoho CRM and learn how to set everything up from scratch.

Step 6: In-house Management

One of the biggest advantages of a CRM system is the ability to handle it in-house. By choosing a CRM that is easy to navigate, you eliminate dependence on developers or third-party assistance, which can be costly and time-consuming. Having control over your CRM allows you to customize it as your business evolves.