Intellika Blog

Intellika experts discuss the key initiatives of business transformation and accelerating innovation.


How to select a CRM system for your business

With technology slowly becoming an integral part of business, customized application like Software CRM is an absolute essential to automate, synchronize, and organize the customer database, with other departments like sales, and marketing as well as creating and maintaining the right interaction level with clients at every point. However choosing the right tech solution from Microsoft Dynamics CRM Software USA needs few points to be kept in mind:

  • Customization and integration: It is essential for the CRM management UK software to be customize as per the organization’s need like adding custom fields, or tags so that it makes sense for the specific department using the software. Not only that, it must be seamlessly integrate with your existing software system or even, with those laptops, Smartphone and tablets, brought by the employees following BYOD policy. This will ensure an uninterrupted continuation of work irrespective of platform chosen. You also need to take care of existing people who will be handling the software as well as its integration with existing processes running in the organization.
  • Functionality and scalability:  Don’t forget to check whether the functionalities and features offered by CRM software is at par your company or not. For example whether it is easy to operate or accessible via multiple channels, contains analytical tools for complex data, can provide historical data about customers, can identify their buying behavior and generate reports, track leads generated and maintain follow ups, etc. Also ensure that CRM you have chosen is scalable to fit the growth of your organization or not. Make sure the CRM you choose has an extremely easy to use interface for every employee of your organization.
  • Budget: One of the major factors while choosing CRM for your company is to check whether you will be able to afford the cost or not. It is not about the initial purchase cost of the software but includes, costing needed to integrate it with existing IT infrastructure, requirement of other equipment to run the software, updating the software time to time and also the cost to train people to use it for the benefit of the organization.
  • Choose the right vendor: It is utmost important to choose the right vendor before purchasing the CRM software for your company. Deployment must be done without disturbing the existing infrastructure of the company, as well as enough technical support must be expected from the vendor in case needed, while in operations. It is also essential to check whether the vendor allows you to try before final deployment or not because that will give you a fair idea about post implementation pros and cons.
  • Mobility: The software must be easily accessible without any geographical or time barrier which means workforce can access it anytime from anywhere. This enables them to keep information about the customers up to date which helps the concerned department to react faster and better.

Intellika brings to you the next generation future ready CRM software, which are affordable yet highly impact.

Team Intellika

Add comment