CRM, CRM Practices, Customer Relationship Management Blog TeamJanuary 10, 2022

Things to Consider When Choosing a CRM

Rate this post
Things to Consider When Choosing a CRM

What are the things to consider when choosing a CRM? 

A CRM is a customer relationship management system that businesses can use to improve customer experience, customer engagement, and customer retention.

CRM  book - Trending now in CRM tech

But how do you find the right one for you? Scroll down to learn more.

The Top 7 Things to Look for in a CRM

When choosing a new CRM, here are the crucial elements that should not be missed.

Mobile access

CRM software companies must provide mobile access to the CRM for sales, support, and client service. Mobile access allows you to manage customer data on the go and to quickly respond to inquiries.

It is important to choose a system that has strong mobile capabilities, so you can use it regardless of your location.

Social integration

Social media is a powerful tool for promoting your business and creating awareness. CRM vendors are developing ways to integrate social media functionality into their systems.

So, you can use social media to increase customer engagement and achieve greater sales results.

For example, if you post a photo of your product on Facebook, you can link that photo directly to your CRM and track all of the online activity generated by that photo.


Before choosing a CRM, make sure it’s cloud-based so you can access it from any device with an internet connection – laptop, tablet, or smartphone. This will allow you to keep working from anywhere at any time.

Cloud-based software does not require an IT department or server installation, which makes it more affordable for small businesses. 

Many cloud-based systems offer pricing models based on subscription fees rather than per-user fees, making them another cost-benefit for small businesses that have multiple users. 

Some also offer a free trial option so you can test out their system before purchasing.

Data security

One of the biggest benefits of using a cloud-based CRM is the level of data security it provides. 

Data security is crucial when managing customer information and contact details. Because cloud-based systems run on servers located offsite, they are less likely to be vulnerable to cyber threats.

Customer service

A good CRM should allow you to manage all interactions with customers, including email communications

A CRM should also help you improve customer service by showing you when and how often you engage with clients. 

For example, it can track how many phone calls were made to customers and which of your employees made those calls.

Ease of use

You don’t want to waste your valuable time learning how to use a complicated system. With a good CRM, you should be able to find what you need in a few clicks.

Support for all departments

A good CRM is designed to support all departments in your business, including sales, marketing, customer service, and operations. 

It should offer features and functionality needed by each department, regardless of size or industry. 

For sales teams, it may need features like an opportunity tracking system that allows reps to log their activities related to specific leads or accounts.

Wrapping Up

So, those are the top 7 things you should consider when choosing a CRM.

It’s important to choose a system that has strong mobile capabilities and can easily integrate with other business tools you may already be using, like accounting software.

Also, look for a CRM that is cloud-based and offers data security features.

And finally, ensure that the CRM you choose is easy to use and supports all departments in your business.