Here's how you can choose the best CRM platform for your organization.

It is important for an organization to assess their needs before looking out for a CRM. Find a CRM that solves your problem instead of fitting your processes to what the application offers. Choosing the best CRM starts with these key questions: 1 What problems should the CRM solve? (e.g., tracking activities, deals, contacts, collaboration) 2 Who are the stakeholders affected by the lack of a CRM? (sales, BDR, leadership) 3 What functionalities are needed? (integration with websites, third-party apps, AI) 4 What are the costs? (licenses, implementation, maintenance) 5 What is the implementation timeline? 6 What is the expected ROI? 7 Last but not least, what are your growth plans? (Application should scale with your growing needs)

We as Sales People often Face Fail to crack the deal due to numerous Reasons, But here is my few points what I learnt during my Sales journey 99% sales are failed because they sale a product and services Same goes with any degree holder, they start selling themselves to companies The golden key is "Need generation"

Always start with goals. Goals come from existing conditions and vision what we want to be/solved. Assesing existing conditions and what needed to improve, could be sales and marketing structure, existing technology we have, current strategy how to connect with customer, etc. Then comparing ideal conditions using appropriate framework. Then we find the gap and finally we can move to initiatives that solved the gaps

First, assess your specific needs and goals to choose the best CRM platform. Research and compare options based on features, scalability, ease of use, and integration with existing systems. Consider user feedback, reviews, and costs to ensure the platform fits your budget. Look for strong customer support and training resources. Conduct a trial or demo to test functionality and suitability.

It’s important to know the goals and requirements before a CRM implementation. If a company knows what they want and set up KPIs for the project, they can measure the implementation’s success too. I see often that a company chooses a CRM system, because the other company has one. They would like the same one, but it doesn’t fit to their requirements. The project won’t be successful, because they should have chosen another CRM platform. So first the goals, then the requirements and at the end choosing the CRM system, which fits.

La decisión de qué software utilizar debe ser tomada en conjunto. El área de CRM con base en los objetivos y necesidades, así como con el área de IT con base en la conectividad y compatibilidad. Es de suma importancia que ambos equipos se reúnan con los ejecutivos correspondientes de la agencia o empresa que les venderá el servicio para identificar cuál es la mejor opción.

After identifying your organization's needs, evaluate whether the CRM features align with your goals. Different CRMs excel in various areas: some focus on sales, others on integration, enterprise scalability, or SMB support. Your choice should reflect your specific requirements. Create a table listing the essential features and assign weight based on their importance. Then, score each CRM on these features. This structured approach will clearly show which CRM best meets your organization’s needs, making your decision process more efficient.

Yes, a feature focus in CRM involves prioritizing and optimizing key functionalities that enhance customer interactions, streamline processes, and improve overall relationship management.

When selecting a CRM, focus on the features that will drive your business forward: Contact Management: Centralize customer info for easy access. Sales Automation: Automate tasks to boost productivity. Marketing Integration: Sync with your marketing tools for seamless campaigns. Reporting & Analytics: Gain insights with customizable reports. Mobile Accessibility: Stay connected on-the-go with a robust mobile app. Scalability: Ensure it grows with your business. Security: Protect your data with top-notch security features. Choosing a CRM with the right features can transform your business operations and drive success. #CRM #BusinessGrowth #SalesAutomation #MarketingTools #DataSecurity #BusinessTips #Kkeydos

Our client was struggling with struggling with an overwhelming number of spreadsheets. We sat down with them, asked about their headaches, and focused on solving those. We looked at: • Sales pipeline tracking • Automated reporting • Integration with their existing systems This means that they got a CRM that actually made their lives easier. Sales went up, admin time went down, and managers finally got clear reporting without having to sift through reams of data.

En la parte de implementación es fundamental que todas las personas involucradas tengan capacitaciones y evaluaciones constantes. Es muy importante que mantengas un ambiente de confianza en tu equipo para poder dar y recibir retroalimentación acerca del uso de la plataforma.

Yes, user experience in CRM is vital for ensuring that the system is intuitive, efficient, and effective for users, which leads to better adoption and utilization of the CRM platform.

Building out a CRM for you business might not be easy, but when you're done, you cant be looking over your shoulders to check if the end users understand it. Lets normalize bringing our people in apart of the process of setting up systems within our business.

User experience and ease of use is really important for adoption and daily usage. No point paying 1000s for a CRM if your team is avoiding using all its features. Personally having used Salesforce, Marketo, Pardot, HubSpot and many others, I do have a preference for HubSpot user interface and experience. HubSpot Academy is a nice easy interface to learn all it's features also.

The success of your CRM hinges on user experience. Here’s what to look for: Ease of Use: Intuitive design that’s easy for your team to adopt. Customization: Tailor the CRM to fit your unique business processes. Training & Support: Comprehensive resources to help your team get up to speed. Mobile Access: Seamless access across all devices for on-the-go productivity. Integration: Smooth integration with your existing tools for a unified workflow. A CRM with a great user experience boosts adoption, efficiency, and overall success. #CRM #UserExperience #BusinessEfficiency #CustomerSuccess #TechTips #Kkeydos

En la industria es muy común que los directores o incluso global, quieran implementar un CRM hecho a la medida inhouse o con alguna agencia externa, sin embargo, con mi experiencia te puedo asegurar que la gran mayoría se quedan cortos en algún momento. En mi opinión, lo mejor es irse con los gigantes de la industria que ya están bien posicionados y que no tendrán errores básicos o errares de sistema o implementación.

Yes, a scalability check in CRM is essential to ensure the system can handle growth in data volume, user numbers, and functionality requirements without compromising performance.

Todos queremos tener un CRM a medida pero nadie tiene el tiempo ni el dinero para mantenerlo. En general es el riesgo de customizar en exceso. Los principales problemas son la obsolecencia de la tecnología y la falta de flexibilidad para cambios futuros.

I think there's three factors that affect a CRM's scalability - Can it cope with increased data volume? - Can it cope with extra user load. Will performance suffer if there are many simultaneous users? - Can it continue to meet your functional needs as you grow. Are there modules to expand functionality? Look for a CRM which can grow, something which is affordable when you're small, but can add features as you get bigger. Think about features like customer service, marketing, HR, manufacturing and finance. A good CRM platform should be able to cover all this easily. Do your homework. Research CRMs understand their features and flexibility, so that you don't get stuck with costly decisions as you grow. Good luck!

When choosing a CRM, scalability is key. Here’s what to consider: Growth Potential: Ensure the CRM can grow with your business. Modular Features: Add new features and users without disruptions. Performance: Handles increased data and usage efficiently. Customization: Adapt the CRM to evolving business needs. Cost-Effectiveness: Affordable scaling options as you expand. A scalable CRM ensures long-term success and seamless growth. #CRM #Scalability #BusinessGrowth #FutureProof #TechTips #Kkeydos

Asegúrate que el proveedor de servicio de CRM cuente con la Norma Internacional ISO 27701, la cual proporciona directrices para la protección de la privacidad y tratamiento de los datos personales. Esta norma ayuda a demostrar el cumplimiento de la normativa de protección de datos en todo el mundo. De igual manera, internamente deberás generar en conjunto con el equipo legal, tu política de uso de datos personales, capacitar a tu equipo y asegurarse de que todos la sigan y respeten estrictamente.

When dealing with customer information, data security is paramount. It's essential that the CRM platform employed has robust security measures to safeguard sensitive data. This encompasses data encryption, secure access controls, and routine security audits to identify and mitigate potential vulnerabilities. Furthermore, it's critical to verify the vendor's compliance with relevant industry regulations and standards to prevent legal issues and uphold customer trust. Prioritizing these aspects not only ensures the protection of customer information but also reinforces the overall integrity and reliability of the business.

When selecting a CRM, prioritize security to safeguard your data: Data Encryption: Protect sensitive information with robust encryption. Access Control: Implement user permissions to manage access levels. Compliance: Ensure compliance with data protection regulations like GDPR. Regular Backups: Maintain frequent data backups to prevent loss. Security Audits: Conduct regular security audits to identify and address vulnerabilities. Strong security measures are essential for trust and peace of mind. #CRM #DataSecurity #CyberSecurity #GDPR #BusinessSafety #TechTips #Kkeydos

Data security is paramount in any CRM platform, as it directly impacts customer trust and legal compliance. In my experience, implementing robust security measures such as data encryption, secure access controls, and regular security audits has been essential. For example, during the onboarding process for investors and residents, ensuring their sensitive information was protected helped maintain trust and compliance with industry regulations. Additionally, verifying the CRM vendor’s adherence to security standards and conducting regular audits allowed us to mitigate risks and avoid potential legal complications, ensuring a secure and reliable system for all stakeholders.

When picking a CRM platform with a focus on security, prioritise the following key factors: Ensure that the platform uses strong data encryption both during transit and at rest. Look for strong access controls for managing user permissions. Verify compliance with regulations such as GDPR and CCPA. Choose a provider who conducts regular security audits and provides automated data backup and recovery solutions. Support for two-factor authentication (2FA) is required for increased security. Check for industry-standard security certifications like ISO 27001 and SOC 2. Ensure that the provider has a clear incident response plan in place to effectively deal with security breaches.

Finally, consider the cost of the CRM platform in relation to your budget and the return on investment it promises. While it's tempting to go for the cheapest option, it's important to weigh the benefits against the price. Some platforms may offer a lower upfront cost but require additional payments for essential features or updates. Conversely, a more expensive option might include all the necessary functionality and offer better long-term value.

Actually I disagree with price as an issue. The answer should be is the product suitable for the purpose. Product life span plays a crucial role in cost determination as specifications use in the manufacture are different. Back to square one, how comfortable and trust the buyer have in the seller is very important . The seller profile is crucial for the buyer in his decision making.

Embora a tentação seja optar pela opção mais barata, é essencial pesar os benefícios em relação ao preço. Plataformas com custo inicial baixo podem ter taxas adicionais para recursos ou atualizações importantes.

Finally it is the most important. In the end of the day you should present a comparision for sponsors - it is worth the investment. Functionality (what the organization could earn in nominaly) vs. price. It is ROI. You might have a 'Rolls-Royce' CRM (in price and functions) - if your organization is struggling to pay it and goes bankrupt. So a good ROI tool helps you to choose the best CRM for your organization in price and functions. But of course - organization should know what are 'those functions' exactly.

CRM não é software, é um modelo de gestão de relacionamento como cliente. O software deve atender sua necessidade. Não encaixe sua empresa e sua demanda em modelos de tecnologia, isso é o início do fiasco.

The choice of a CRM platform depends solely on the organization’s Goals & objective, resources, data availability & data lineage as well as the data security & data protection requirements within the ecosystem. Therefore a thorough assessment is necessary. Determine your budget based on the features that you intend to use most (sales, marketing or Customer service). There are several CRM platform available yet if you do not make a right choice, the CRM platform will become a cost centre for the organization rather than improving the performance, productivity & efficiency in the organization. Ensure CRM integrates seamlessly with your existing workflow (e.g., email, marketing automation). Avoid siloed systems that hinder collaboration.

CRM is something which is essentially important for an organisation. I think it is a better option to bring the customer experience team into it to understand what the customer actually needs and how the journey of the customer is going with the services/products. This will help us to understand what features we need in CRM and align with customer requirements. Rest it's a team game... So bring your team into it for better results.

During my time working in healthcare business development, I have encountered difficulties in obtaining specific information that is not readily available from these databases. This lack of information undermines the data's value and the necessity to acquire additional and time-consuming research to bridge the gaps, leading to inefficient use of time for employees who need to allocate more administrative time vs. relationship building needs. Given these circumstances, it is crucial to analyze market growth when using a CRM system to evaluate the potential impact of the data provided or lack their of, to identify if it hinders employees from reaching company goals, increasing profitability and long term success.