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blog | March 02, 2018

What Size CRM Do You Need?

When you begin your search to find the right CRM solution for your company, you may find yourself wondering where to start. There are a lot of companies out...

By WorkWiseSoftware

When you begin your search to find the right CRM solution for your company, you may find yourself wondering where to start. There are a lot of companies out there that want to pitch their CRM solution to you; however, you are probably already finding out that these CRM solutions come in all sizes and varying costs. There are solutions out there that range from simple contact managers that you can get for a few hundred dollars to extremely complex multi-million dollar enterprise applications that take years to implement.

Over-buying a CRM system can be one of the most costly mistakes a company can make. We hope to provide some valuable information to assist your research in finding the appropriate CRM system for your company.

You’re looking for a CRM system: Where should you start?

As you have started your research for the appropriate CRM solution for your company you may have come across many different options from CRM vendors.

One of the key areas you may want to focus upon when you begin your CRM research is vendors that are specifically concentrated on companies that are your size and in your industry. There are many CRM vendors that are generalists, trying to be everything to everyone and sell their software’s to whoever will look at it. There are also some CRM vendors that remain very focused on certain market segments. As you undertake your research you will begin to uncover vendors that focus on companies your size and in your market.

Making your checklist

When you’re researching what vendors will be the best fit for your company there is a significant amount of criteria to consider. Decide which features you absolutely need, which ones would be nice to have, and which ones you have no use for by creating a checklist.

Some of the key components that we suggest in your checklist are the following:

  1. Selecting a CRM vendor that meets a realistic feature set.
  2. Selecting a CRM vendor that focuses their Research and Development on ease of use. If the software isn’t easy to use, it won’t be used.
  3. Selecting a CRM system that is extremely customizable according to the specific needs of your company.
  4. Selecting a CRM system that can be implemented in a short amount of time. Typically thirty to ninety days.

This list will also help you determine how much you need to spend on your CRM system.

Your Next Steps

As you can see, overbuying a CRM system can be a costly mistake. There are a wide range of CRM products in the market that focus on companies of all different shapes and sizes. From CRM systems that focus on the small business to mega CRM systems that focus on the largest of companies and cost millions of dollars– there is something out there for just about every company.

We suggest you perform extremely diligent research to ensure the CRM system your company needs is properly evaluated to fit the unique needs of your company. By creating a checklist, you will know exactly what your company needs while ensuring that you don’t purchase software that’s too small or too expansive.

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