I often hear people complain about their CRM software. Most of them claim that it does not help them interact with their customers. I was always skeptical about what they said, solely because I’ve seen people turn their business around using a CRM system.
I did some research and it didn’t take me long to figure out why some people weren’t happy with their CRM software. The systems they opted for did not have enough capacity to meet the customer’s requirements. But it would be criminal to blame the software. Without a second thought, I would question buyers because they couldn’t select a CRM that works for them.
It is a common problem all over the place. Most companies think that buying a CRM will guarantee them a circle of happy customers. The fact is that it does. But, it has to be the right one.
How do you know that the CRM you are choosing is the one you need?
Consider the following list; A tick on all 5 checkboxes will surely give you the CRM software of your dreams!
1. Customizable forms:
Are you going to annoy your customers or prospects with a flurry of calls to get feedback? That would be disastrous, right? Rather, offer them forms that they can fill out on their own accord. Don’t settle for generic forms that ask the same fruitless questions. When choosing CRM software, make sure it allows you to customize the forms.
In this way, you will be able to record specific data that can be used to better understand your customer base and better serve their needs.
2. Lead Assignment:
It’s a well-known fact that if you simplify tasks for your employees, they will be able to perform better and deliver more. An important part of the job involves segregation and assignment of tasks. It can get complex at times, absorbing valuable energy and time from your employees. To avoid such situations, opt for a CRM that offers Lead Assignment.
Automatic lead assignment segregates leads as they arrive, assigns them to the right people, and keeps track of them. It saves a lot of organization effort, helping your employees to focus only on potential customers and nothing else.
3. Activity history:
Have you ever called people 4 or 5 times just to remind them of an offer? That happens to most companies out there. And if you are met with a wave of insults, you probably deserve it!
Not knowing the progress with a particular track is disastrous. You have to know where you stand. But at the same time, it is very difficult to keep a check. That’s precisely why you need CRM software that records and displays the activity history of each lead.
Using the same, you will be able to be more precise with your communication and will surely dodge some abuses before they are thrown at you!
4. Programming and Monitoring:
The ‘customer relationship’ is all about communication and interaction. You must schedule messages and reminders and keep track of all communications. If your CRM software does that, buy it in a heartbeat!
5. Reports and analysis:
‘In God we trust, everyone else must bring data!
Measuring your progress is the most powerful tool you need to know how well your business is doing. Reports and analytics say a lot about where you stand, reflect where you need to improve, and highlight your strengths.
A customer is satisfied only when it changes for the better, right? Quantifying helps! Make sure the next CRM software you buy helps you with reporting and analytics.
5 ticks on the checklist and voila! You have bought a CRM software that will not disappoint you.
