Facebook Twitter Google+ LinkedIn


Insights from the SoulCRM Team

Things to Remember While Choosing CRM Software for Your Business

Understanding the daily basic and utmost important needs of an Indian business should be kept in mind while selecting the perfect CRM that businesses will use for a smooth operation.

In this article I would like to point out few nuances and rules that should be prioritized before you take the plunge into the CRM market and lose yourself in the crowd. So without much ado I would like to proceed to the task at hand.

Understanding of CRM from Business Prospective

CRM software or solutions have come a long way from being a simple contact management system, present day CRMs are robust tools that aid Indian businesses in managing sales, marketing, point-of-sale, accounting, vendor and other operational data related to the seamless working of a business.

If we talk about growth, then today, CRMs are used for finding/ filtering leads, doing follow ups with prospects maintaining the leads and other related information in the pipeline, which in turn helps in customer loyalty. You may ask, how it is done? Well, when you have all the data stored at one place, you can use that data to give personalized service to your customers and provide them best customer support.

Many CRMs today give you the ease of integrating the data from other operational areas of your business, without any extra effort. The perfect CRM software will give your sales team all the necessary tools that will help you boost your sales, in turn help you grow your business in a productive manner.

Nearly every business needs CRM, and every business needs the best. Choose the Right CRM!

In the article ahead I will discuss about the points that you should remember while choosing the suitable CRM while keeping your organizational goals in mind. A CRM of your choice should match the below requirements:

  • Tracking leads and all Leads related activities
  • Tracking your customer base in an effective manner
  • Tracking the opportunities and prospects
  • Creating connections between the teams
  • Helps you in generating customized reporting
  • Aids you in organizing various business operations
  • Helps you in increasing your productivity and profitability

Mobility is the new age mantra, and your organization will have the same story. Which means the sales team will be using many devices for your sales related activity and to access the CRM. Sales teams are most updated in terms of technology, and having a CRM that is updated with the latest trends will help you boost your sales activity.

Make sure that you check that the CRM system selected by you is compatible with your pre-existing applications.

Each CRM is unique as per the processes, and it’s good thing. Select the CRM which has a higher degree of customization to itself. A CRM which can adapt to the changes of your business is the CRM that you need for a positive growth of your business.

Every CRM gives somewhat same functionalities which come in handy depending on the nature of business. The CRM that has managed to stand out of the crown and has been a winner is the one that have excellent tools of reporting the the data collected by the sales team in a well customized format.

A crucial point to be kept in mind, as it incurs a substantial amount of training cost and time. Whenever a new software is introduced to the business, there is a brief interval where the implementation of that tool in the daily activity of your business takes much of your business run time. This step is also a key one because it is important that the employees have a hands-on training on the system and all the bugs in the system (if any) are fixed quickly for a smooth business process.

User Adoption
Last but not the least, User Adoption. Resistance is the complimentary gesture that is easily associated with the change. Your sales team will always feel threatened and uneasy while accepting the new system. The common fear the sales people have is losing their customer information to others. You have to step up, in this situation and make them understand that they are not going to lose out on their customers because of the personal relationship they share with their customers. Keep your sales team in loop and have them chip in with their opinion while choosing the best CRM that suits your business.

Before I wrap up, I would like to list out some of the important aspects that can be considered while hunting for the right CRM for your business.

  • Lead generation
  • Prospect nurturing
  • Email marketing
  • Sales quotes and invoicing
  • Order tracking
  • Sales forecasting
  • Performance tracking
  • Competitor tracking

I hope that with the points and subpoints that I have listed out above will be of some help to you. But, I am not asking you to trust my words, engage yourself in the activity of researching about the best CRM tool. As it is about your business model, the correct CRM will always play fundamental role in your company’s growth.

Get in touch with us if you need any assistance, we will be grateful if we can help you manage your business with our CRM that is best suited for Indian Business. Come, join us and see the difference for yourself, and I am sure you will become another one of our delighted customers.


Saptarshi Das

Love for exploring the online trends, geek who is always stuck with the "How to" conversations. I like to indulge myself online for getting the answers that shape up the daily life of businesses.

1 comment — post a comment

Set Shape

Useful points! You have to choose which ones can help you and avoid those software’s that have too many features that you don’t even need.

Leave a Reply

Your email address will not be published. Required fields are marked *

About SoulCRM

SoulCRM is the most versatile and
complete CRM solution suited
specifically to Indian Businesses. We
help you boost your Sales, Support
and Satisfaction!

Never miss out on any update

Get the latest in CRM delivered straight to your inbox

[gravityform id=1 title=false description=false ajax=true] Stay tuned :)

Boost Sales, Support & Satisfaction

Privacy Policy © 2019. All Rights Reserved




303-309, City Center, Opposite Shukan Mall, Science City Road, Sola, Ahmedabad -380060 India