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Lawry Matteson

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How to Find the Right CRM for Sales Improvement in 5 Simple Steps

In these difficult financial times, most companies agree that customer relationship management software is the best way of ensuring that they are making the most of the sales potential that they have. This has prompted many other companies to look into the possibility of using CRM for sales and to start to research the different systems that are available. However, there are a lot of them, and it can be confusing to try to choose the right one. The following is a list of 5 simple steps to help find the right software offering CRM for sales improvement in your company.


The first and most important thing that you need to do is carry out an evaluation of your company and its needs. To start with, consider how large or small your firm is and how many employees will be using CRM for sales processes. You also need to look at the computers that you have in your offices because, if you have lots of different types, then it may cost you a lot more in software licences. In that case, you may find that an online CRM system suits you better. This is also the better option for small to medium sized businesses on most occasions. Once you have identified your requirements, sit down and put together a plan of what you want to achieve in terms of CRM and improvement.


Look at the list of services and tools that are included with each CRM system and try and match at least three with the needs that you identified in the last step. Then contact all of the CRM companies on your list and ask them if they will provide you with a demo version of their CRM software. This will enable you to get your employees to have a play around with the different systems you are considering. You can ask them to provide feedback so that they feel involved with the process. This will make them more likely to support your CRM strategy, rather than be resistant to change.


Look at what training courses the companies you are considering supply. You will need to ensure that all staff members attend at least one course so they know about the system, even if they will not be using it on a daily basis. Make sure that your final choice provides you with an onsite trainer, then followed up with online training courses. This will enable your employees to constantly improve the way they use the system and find the best ways to use CRM for sales improvement.


You may decide to go for a fairly basic CRM package to start with but will you be able to broaden the tools that it has as your needs grow? If the answer to this is no then you should be looking for a different CRM package. When you first bring CRM into a company, it is a challenging process, so having to repeat that again with another system as your needs increase is definitely something that you want to avoid.


Finally, make sure that whatever CRM system you choose comes with full technical support. Because it is a computer program, there will be times when it goes wrong and your onsite department may not have the skill level to fix the problem. This will mean that you may have restricted access to client information, which you will need to sort out immediately.


Further questions and information about CRM for sales (or CRM para ventas - translated in Spanish) support examine more interesting and useful blog posts.

Aaron Callister
Excellent article Lawry, introducing a new CRM solution is right up there in its degree of difficulty. I have two question's. Do you want to look for a CRM that has automatic updates for DNC lists, or is that a common feature? Should you ask about storage of your information, is it safe (redundant backup)? All great points and need to be considered before investing.
Lawry Matteson
Well no, DNC lists are not common feature, thanks for mentioning, and some solutions support them. Other way to set up DNC lists is by tagging or adding custom labels in your contact management tools. Also, data backup is important too and all solutions have various data storage security measures as making several identical backups at separate geo locations, but sometimes the highest data center threat comes from employees. Thanks for adding these important points.

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