Finding the best Customer Relationship Management (CRM) System for your business can feel like a bit of a minefield. With so many options to choose from, each with a different array of tools and features, how can you possibly identify the right one for your business?
That is where we come in. At Solutions, we understand that modern commercial organisations are agile and well informed with high expectations. As they develop an awareness of the options available, aspirant companies demand more from their business systems provider. With good reason though; finding a CRM system that perfectly suits your business can revolutionise the way you interact with your customers and can help you build strong and long-lasting relationships.
Know what your organisation needs
To find the right CRM, you need to understand how you want the system to help your business. While this probably seems obvious, it may come as a surprise to learn just how many businesses start looking for a CRM system without really knowing what they require it to do.
A great place to begin is by looking at your existing business processes. Once you have clearly identified how your operations currently work, you can then look at areas where there are issues. There may be opportunities to implement new processes, but also to streamline and support existing processes that are already known to be effective.
Another point to consider is which of your employees might benefit from CRM, and what their individual needs are likely to be. What opportunities could CRM present to them that might empower them to be more efficient, competitive, or productive? CRM can add value to any customer facing role including Sales, Marketing, Accounts and Customer Service. By centralising information and providing staff with real-time access to key customer information, CRM has the potential to make a wider contribution across your business than you might have imagined.
You may also need to look at how your CRM will work with other systems within your operations. Do you need it to seamlessly integrate with your financial management system or email marketing? A higher level of integration leads to lower risks and fewer errors.
Once you have a list of processes you need your CRM to help with, choosing the right system will be much easier. The next thing to do therefore, is look for features in a CRM system to ensure you invest in the perfect solution and get a return on your investment.
Sounds like a lot, right?
We know that figuring out how your processes can be improved, who needs to have access to which parts of the software and how you need your CRM to integrate with other systems within your business can become confusing. With over 20 years’ experience helping to drive the growth and profitability of small and medium businesses, we understand the critical components of success needed to make a CRM system work for you. Our expert team will listen to your wants and needs and help you understand how our solutions can be configured to support your current systems, people and processes in order to find the right CRM for your business.
Features to look for
Automation
Ongoing and repetitive tasks can slow down a growing business. With a CRM system that provides automation, you can eliminate manual processes and save valuable time to focus on what matters most.
The best CRMs allow you to sync your accounts, calendars, and smartphone quickly and easily to reduce monotonous tasks and increase productivity.
Collaboration
If you want to create the perfect experience for your customers, your teams should work together from the same up-to-date information.
By communicating and sharing customer information through CRM, all your teams can stay updated with the latest and most accurate data, which will help them provide the high-quality service that your customers expect.
Integration
Many CRM systems can integrate with other business tools such as marketing automation, email, accounting software, chat services and key social tools.
By integrating these tools with a CRM solution, you can capture data in real-time and gain a complete view of your customers without the need to look across two separate systems.
Mobile Access
It’s important that whichever CRM solution you choose has mobile capabilities so that wherever your team are or whatever device they’re using, they will be able to access key data instantly and connect with their colleagues regardless of their location, helping you increase efficiency.
Cloud-based
You might want to consider whether you would prefer your system to be cloud based or an on-premise solution. By investing in a CRM that is cloud-based, you can work on any device with an internet connection such as your smartphone, tablet or laptop. This allows you to work on the go, turning your mobile device into a portable office.
You can also save money with no need for servers or the overheads to maintain them, gaining the ability to scale easily as your business grows.
Our CRM Solutions
Act!
Act! CRM is a leading customer relationship management platform for smaller businesses, providing everything you need to market like a pro, turn leads into sales and win customers.
Build customer relationships that accelerate profit growth with guidance and support from the UK’s leading Act! CRM partner.
Sage CRM
Sage CRM is the leading CRM for small to medium businesses in the UK, trusted by hundreds of organisations from a variety of industries. This customer relationship management solution will give you the tools to increase sales, generate more traction from marketing campaigns and build valuable customer relationships.
We can also offer integration from Sage 200 to Sage CRM. read our customer success story about it to find out more.
Salesforce
Salesforce is the world’s leading cloud-based CRM system that helps you put customers at the centre of your business processes all while carefully managing interactions.
It will allow your sales team to focus more on clients’ needs and less on monotonous administration duties, helping you focus on business growth. With Salesforce, you will be provided with the tools to ensure you understand your customers, allowing you to tailor sales interactions.
What's next?
As a Salesforce Certified Consulting Partner, Act! Diamond Certified Consultants and Sage Strategic Partner, we will help you through every step of the journey, from the implementation process, consultation and installation to supporting your software once you are up and running.
In addition, we will provide full product training to help users get the most out of the CRM software. Our talented experts will ensure your team have the tools become more effective in their engagements with customers.
To find out how gain complete control over your business, call us on 0115 840 5075 or email enquiries@solutionscloud.uk.
