Choosing the Right CRM Software for your Small Business

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When choosing a CRM system for your business there are a number of elements you should take into consideration before you buy the right CRM system based on your business requirements. To help you through the process we have compiled a comprehensive guide.

Easy to use: The main reason why many CRM projects fail is that users find the software complicated and difficult to use, choose a CRM system that is well designed and easy to use, this will radically improve user adoption rates whilst avoiding expensive training costs.

Sales Opportunity Pipeline Management: Your CRM software should have comprehensive sales pipeline tracking that allows you to track opportunities for customers and prospects, this feature will provide you with a detailed sales forecast of future revenue.

Sales Activity Scheduling: A CRM system should be able to help you manage all sales activities for customers and prospects. Most CRM systems include sales automation features allowing you to set up sales reminders, schedule meetings, and schedule calls. This will ensure that you always have frequent contact with customers and prospects.

Customer Segmentation: Managing targeted marketing campaigns using CRM is vital to generate leads whilst maximising response rates, your CRM software should be able to create segmented customer groups based on a range of relevant filters such as location, business type, turnover, product interest and any other criteria that you deem relevant.

Powerful Business Reporting: Keeping an eye on important business metrics like forecasted sales revenue, number of calls made, meetings scheduled and individual sales performance requires your CRM to have a range of comprehensive reports and dashboards.

Customisation: No two businesses are the same, so it’s important for your CRM system to be tailored for your exact business needs. Adding new data fields and automating processes will help you work the way you want to.

Integration with Commonly Used Applications: We all use applications such as Outlook, Word, and Excel, your CRM should be able to integrate seamlessly with these applications so all emails and documents are stored against each customer record.

Free Trials and Demonstrations: To ensure you choose a CRM system that’s just right for your business it’s important to take the software for a spin before paying the bill. Choose a partner such as AlphaLogix who can offer free trials and demonstrations.

Easy Access: Using a CRM system that can be accessed via the web or on mobile devices such as smartphones and iPad’s enables users to have access to customer data whilst working remotely or on the go.

Customer support: Investing in a stable and well-known CRM system is very important for the future success of your CRM project, you will need help with it, from time to time. So, choose a CRM Business Partner such as AlphaLogix that is well-known for its dependable, friendly, and vigilant customer support team.


If you would like to speak to one of our CRM specialists and find the right CRM for you, just fill out the form below or call us today! 0330 043 0140

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