How to Choose the Right CRM for 2020 and Beyond
Your business can get pretty complicated, especially once you start to become successful. Your marketing opportunities will multiply, your customer base will multiply and your sales will multiply. In fact, everything will start to multiply. Each new customer needs his or her own special touch. Each new product requires its own unique brand of knowledge and experience to get it from conception to market. It’s a good problem to have, but it can become increasingly difficult to keep track of it all. That’s where a good CRM software suite like Keap’s Infusionsoft can be a life-saver.
What separates a good CRM tool from a bad one? As with many other things, the answer depends on your business and its needs. Generally speaking a good CRM should have the following features:
Marketing. Your CRM should have built-in marketing tools such as email templates, email marketing pipelines and SMS messaging. Ideally it should give you some project management tools as well.
E-commerce. A quality CRM should be able to easily handle your e-commerce needs or, at the very least, be able to quickly and easily integrate into the third-party commerce apps you already use.
Reporting. All the information in the world does you no good if it’s hard to make sense of, so a good CRM should have robust reporting tools, allowing you to access critical information when you need it. It’s even better if your software can quickly incorporate financial data from Excel or QuickBooks.
Managing workflows. A high-quality CRM should have built-in workflow templates and checkmark-style approvals, making managing your tasks within your workgroup easier.
It all comes down to your particular needs. Here are some questions you should ask before purchasing a CRM package:
- Is it designed for my size of business?
- How easy is it to use?
- How well will it integrate with the software I already have?
- What’s the total cost of the package? Are there any hidden setup fees or charges?
- Is it mobile-friendly?
If you’re thinking the convenience and power of CRM software is right for you, or you’re looking to upgrade your existing one, then Keap’s Infusionsoft CRM package might be just the ticket. Its powerful Campaign Builder suite can be customized to fit your needs, whether it’s lead generation or nurturing that lead to a completed sale. And since it’s an all-in-one package, it saves you integration headaches.
Business is complicated enough. Why make it harder than it needs to be? A good CRM can save you a lot of wear and tear and help you reach your goals for 2020 and beyond.