Things to Keep in Mind When Choosing CRM Software

April 19, 2023
Things to Keep in Mind When Choosing CRM Software

A customer is what a business exists for. Customers provide revenue for a business, which pays for its costs, leaving behind, hopefully, a profit. Managing customer relationships effectively is one of the most important things a business can do.

These days, customers are more demanding, and the market is more competitive, meaning that if your customer service is lacking, your potential clients will simply turn to your competitor. Because of this, managing customer relationships and adopting the right solutions to do so is now more important than ever.

Introduction to CRM software

Customer relationship management (CRM) software is a technology that has come to the aid of large corporations in customer management. It is designed to track and manage customer interactions and relationships, featuring existing ones as well as potential ones. It helps the company stay connected with customers while capturing data points about them that can be later used for creating effective marketing campaigns.

With so many options to choose from, it is important to research and pick the software with care.

Things to Keep in Mind When Choosing CRM Software

These are the main things you should pay attention to:

Articulate your business needs

Each company is unique. What works for one may not work for another. It is often said that clarity of the buyer's mind is instrumental in the seller delivering a useful product or service. This is applicable to technology applications like CRM as much as anything else.

Many different teams, such as sales, marketing, and customer service will be using the same CRM which needs to cater to their diverse needs. Hence, a company-wide consensus is required before the search begins.

Understand Your Budget

The marketplace offers many options. Along with what you expect from the CRM in terms of features and benefits, your company should also discuss how much money should be spent on this software.

Without having a budget or at least an idea of the approximate amount you’re willing to spend, you will end up wasting a lot of time evaluating solutions you are never going to buy. So, it’s best to take your time and determine the price range you are willing to consider for software that meets your needs.

Consider a cloud-based CRM

Cloud-based solutions, such as cloud-based video security solutions, allow for more flexible, scalable management of your business or organization. One of the main advantages of cloud-based CRM systems is that they level the playing field and give everyone the same information at all times. They can be updated and accessed from anywhere, allowing your employees to work remotely. Additionally, the deployment of cloud-based systems is faster, the software usually updates automatically, and they offer unlimited scalability.

Keep in mind that the use of cloud-based solutions usually requires your team to use a secure network connection, especially when working from outside the office. To ensure this, you can implement a service like NordVPN or ExpressVPN that will encrypt all the traffic passing through and allow your employees to securely access the system no matter where they might be.

Built-in Artificial Intelligence

AI technology is finding its way into almost every aspect of our lives, and CRM platforms are no exception. AI-powered CRM systems help automate complex workflows, reduce manual work, and the best part is that the technology keeps learning and customizing its offerings based on your customer interactions. 

AI can also help gather and make sense of the large amount of data collected across multiple environments, providing you with actionable insights on customer behavior and predictions that can are invaluable for a business.

Integration options

One of the most significant benefits of a CRM is that it provides a unified view of the customer. For a service-related issue, for example, a customer could call a helpline number, send an email, post on one of the company's social handles, or come to a brick-and-mortar service center or branch. The purpose of a CRM is to work effectively with the variety of channels used and present a unified view of the customer’s history.

To get a clear view of a customer, look for a system that has plenty of integration options. For example, OneHash CRM has ready integration with third-party applications such as Slack, Shopify, Woo Commerce, Calendly, Stripe, and a host of others.

Flexibility and Scalability

When choosing new solutions, it is important to envisage business growth and an increase in the number of customers and employees. Make sure to take into account the fact that the software you choose must not only be able to handle a large number of customers but also help attract new ones.

Scalability and flexibility are essential considerations for a business, no matter the software application being considered. The software should be able to support the growth and not be a hindrance to it.

The solution must be easy to use

Since your team will have to use this software on a daily basis, it’s imperative that you pick a solution that is intuitive and requires little to no training. 

After all, a CRM system that is easy to navigate will help your specialists save time, find necessary data easier, and address customers’ issues faster.

Try it out before committing

In a B2B relationship, most vendors will offer a “free trial” option where you can use the actual system for a limited time and try out all of its capabilities for yourself.

See if the CRM software you’re interested in has such an option, and use the opportunity to check it out before fully committing.

Support availability

When deciding on CRM software, the quality and options of the vendor’s customer support should also be considered. 

Usually, the implementation process and user training are two critical steps that might require additional assistance from the vendor. However, you should make sure your the CRMS software provider will be able to respond quickly and handle any issues and challenges on an ongoing basis.


In a competitive marketplace, one size does not fit all. Your position in this marketplace is unique, as is your set of requirements. To find the right CRM software, you must first consider factors like your business goals, budget, and the number of employees, just to name a few.

So, do your research, take your time evaluating different vendors and systems, and keep the aforementioned things in mind when looking for a CRM solution for your company.