10 Things to Consider Before Choosing a CRM System

A CRM system is often thought of as vital in ensuring that companies are providing their clients with the best possible service. The system can also save employees time and help sales staff find new leads and keep their fingers on the pulse. However, there are a lot of different types of CRM systems available out there and every business should think carefully about their needs before choosing one. The following is a list of the 10 things to consider before choosing a CRM system, to provide a helping hand.


  1. The first thing that every company will need to do is work out the budget that they have available to spend on a CRM system. They really do vary hugely in price and it can be easy to get carried away. So, decide on a maximum budget before you start seriously looking.
  2. Consider the size of your company and how many employees you will have using the CRM system. Many companies offer systems for all sizes of company. However some are just scaled down versions of systems suitable for large companies so they are not greatly suited to small or start-up businesses.
  3. Look at the computer programmes that you are already running within your company and make sure that any CRM system you are considering is compatible with it.
  4. Request demo versions of the various CRM systems that you are considering and then set them so that everyone can have a go. Make sure everyone is happy with the various tools and programs and that you are all confident that you will actually use them.
  5. Now consider what sort of information and data the CRM system can actually store. Some of the more basic systems will only allow basic information, which will be no good to you if you plan to create a very personal service.
  6. As well as storing customer information, a good CRM system will allow you to create a number of different reports and analyses. Make sure that you have the full range of options that suits your needs. But, at the same time, don’t choose an all-signing, all-dancing package, if you know you will never use most of the options.
  7. A number of companies now offer online CRM systems, which, many businesses actually find, are more suitable for their circumstances. However, there can be restrictions with them, so make sure you know whether they are actually going to be able to meet your company’s requirements before you sign up.
  8. Training is a vital aspect in ensuring that a CRM system is successfully accepted by employees. A lack of knowledge is the main reason why a CRM strategy fails. So make sure that any CRM system you are considering comes with a complete training package.
  9. Even companies with in-house computer departments have trouble with their CRM system sometimes. This can have devastating effects if they cannot access their customer data. Make sure that your CRM system also comes with full technical support that you can access any time you could potentially need it.
  10. Finally, take a moment to look at all of the services, tools and programs included in the CRM systems that you have shortlisted and consider whether you will actually use them or if you are just getting carried away. If you choose a package that has lots of stuff included that you never use, then your employees will be more likely to stop using it and your CRM strategy will end up failing.

[author ]Lawry Mattson is young content supplier, writer and editor for webCRM – a web-based SaaS CRM system (or the Spanish term – CRM sistema) solution provider since 2002 with users in eleven languages and counties, and he likes to write about latest CRM guides, discussions, maters, provider and software ratings. For further info refer to our free webinar, available in several languages.[/author]

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