CHOOSING THE RIGHT CRM SOLUTION
3 QUESTIONS TO ASK BEFORE BUYING
It’s critical to understand the different CRM software types before reading review comparisons
THE PERFECT CRM
1. WHAT IS THE USE OF THE CRM SOFTWARE FOR YOUR BUSINESS?
BASED ON YOUR PRIORITIES
Manage contacts increase sales improve customer service track and measure campaign
2. HOW BIG IS YOUR BUSINESS NOW AND IN THE NEXT FEW YEARS?
BASED ON YOUR BUSINESS SIZE
Small business CRM enterprise CRM
3. WHICH FUNCTIONS DO YOU NEED MOST?
BASED ON YOUR TECHNICAL FUNCTIONS
Day-to-day operations sales force automation analytical campaign management collaborative social crowd sourcing
HOW TO CHOOSE CRM:
BASED ON YOUR PRIORITIES
CUSTOMER SERVICE
Manages customer queries, payment processes, tracks and stores customer data
MARKETING & SALES
Measures campaign and sales funnel conversions across multiple channels, such as social media, website visits, and email clicks to calculate ROI
SCHEDULE & APPOINTMENTS
Schedules, alerts and manages time and date to reply or communicate with your customers
HOW TO CHOOSE CRM – BASED ON YOUR BUSINESS SIZE
SMALL BUSINESS CRM
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A smaller amount of data handling
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A limited number of users
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Less features or modules
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Limited support
ENTERPRISE CRM
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Bigger amount of data handling
-
More or unlimited number of users
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More features or modules
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More access to support
HOW TO CHOOSE CRM – BASED ON YOUR TECHNICAL FUNCTIONS
OPERATIONAL
Consolidates customer data to profile and serve her better
SALESFORCE AUTOMATION
Tracks sales process from short listing prospects to conversions
ANALYTICAL
Mines data from different databases to check for opportunities or threats
CAMPAIGN MANAGEMENT
Focuses on storing, tracking and analyzing campaigns
COLLABORATIVE
Integrates customer communications and data to allow team members to share files and best practices
SOCIAL
Uses curate data and open social network APIs to collate information from customers’ social networks
CROWDSOURCING
Feeds customer ideas, suggestions and work to the company’s decision-makers to develop a project, event, or product
Get started today.
Visit: www.emerging-alliance.com
