Customer Relationship Management (CRM) solutions are seemingly a dime a dozen. However, in reality, there are many differences between various CRM solutions and not all of them may be a fit for your business. Asking the right questions will help you determine if your current CRM is right for you or if you need to re-examine the perfect CRM solution for your organization.
Consider the following questions when determining the effectiveness of your current CRM.
1. Is your CRM just a CRM or an all-in-one CRM?
If your goal is simply to track and manage contacts, you may not need to look further. On the other hand, you may be missing out on huge opportunities for increasing sales. Considering an all-in-one CRM could include sales enablement, marketing automation, and reliable customer service to bring your sales to the next level.
While determining if your CRM is right for you, consider sales enablement to go beyond contact management to help your sales team succeed by providing everything necessary before, during and after customer interactions. Look for advanced features such as deals management to track deal stages and milestones, telephony integration, appointment scheduling, project management and gamification of your sales process to encourage collaboration and friendly competition, ultimately increasing sales.
Another all-in-one CRM feature that has become so important and has the potential to make your campaigns more effective is to include more automated and robust marketing features. Options to consider are marketing automation with workflows and simplified drag-and-drop design capabilities, landing page builders with templates and mobile responsive design options, integrated social media, email marketing and tracking, and mobile marketing, including SMS and mobile messaging.