6 Things You Should Know Before Choosing CRM Software

Reports say CRM was the largest traded software in 2017. However, the software continues to penetrate the software markets without any signs of its acceptance slowing down any soon. The rising need for CRM for small businesses triggered fierce competition and has resulted in a huge drop in prices, making the very accessible. 

The underlying factor is however software selection. If you pick the right CRM, it easily becomes your daily business routine. The advantages CRM system brings to your business means that you should consider all the possible and viable aspects of purchase and how it is likely to impact your business teams. With the several factors in place, it becomes very easy to pick the right Creatio CRM that suits the size of your business. 

Here are the 6 things you should consider before choosing a CRM software 

1. Define your needs

When choosing a CRM for your business, it is wise to pick one that suits the size of your business. There are currently so much alternatives in the tech market, which means every business should be able to get an alternative that corresponds to their businesses demands. 

Before you do this selection, here are a few questions to guide you on how to choose CRM by defining your business needs;

  • Are my sales reps unable to convert leads? If this is the case with your business, you will need a CRM software that has lead scoring features to help in qualifying leads to identify which ones are ready to convert. The teams can then reach out to them. 
  • Are my deals getting stuck in the pipeline? A CRM with robust sales reporting will be your best bargain to be able to identify problems as they arise. 
  • Do I desire an increased efficiency across my sales teams? If this is part of your business needs, then you will need to select a CRM that automates a number of manual processes in your business. 

These questions clearly help you map out your business needs. Once they are answered, you can shop around for one system that meets each and every one of them. 

2. Price of the software

Price of the CRM you intend to buy should be one that your business can reasonably pay. If you are a small or growing business, choose one that economically fits into your budget without your small business breaking the bank, while still getting all your needs and queries answered by it. 

3. Learning curve 

Is the system you are considering easy to use or learn? Choosing an application with a steep learning curve may be harmful to your organization as it may generate a considerable resistance form among your employees. 

If you pick a system that is difficult to use, adoption rate will be too low and your business may become even less efficient.  

4. Look for results 

Adoption of a CRM system does not stop at purchase and rolling out. Once the system is under use, look for the performance data. Try to find out the number of leads converted, which geographic give you more business? How is your company sales pipeline? And what reports do you get from the software? The more you get, the better it becomes to provide more insight to your teams. 

5. Access by mobile 

in the modern fast paced markets, everybody seems to be on the go. However, businesses do not seem to stop with everybody on the move. It is therefore very common for businesses to offer mobile access to CRM. It is a key business necessity that one should consider before picking a CRM. 

On the other hand, if you only work at one particular desk, you may not need a mobile enabled CRM for your business. This therefore becomes very different to the many businesses where mobile work is a necessity. 

6. Social media capabilities 

Social media integration has become an important CRM software necessity in the modern business. Social CRM makes it much easier for business to monitor brand mentions as well as interact with customers. Apparently, more leads are generated over social media and more customer interactions now take place over the web based social platforms. This makes it a necessity for every business to pick a CRM with social media capabilities. 


With a good CRM, businesses can drive significant growth in revenue, productivity and efficiency. You just need to do a lot of market survey before choosing CRM. It’s more important to know and choose what exactly suits your needs. 

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