How to choose the right CRM Software for you

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Himanshu Tiwari

Updated on - March 4, 2022

How to Choose Right CRM

There are a several factors that you need to consider before you choose the right CRM software for you and your organization

  • Decide whether you want a cloud based CRM or an in-house software - A cloud based CRM is one which does not need a server, or you don’t need a technical expertise to install it. You can just log in to the software and you are ready to go. While an in-house CRM software is the one which requires a server and it installs at your location. You will need some IT personnel to maintain the CRM server. In a cloud based CRM you have to pay a subscription every month or every year. While for an in-house/on-premise you don’t need to pay every month just the one time. But to maintain the hardware and software of in-house CRM will also cost you.
  • Decide what features you need in your CRM software - Before selecting a CRM software, decide what features you want from the CRM software. So go for the CRM that adapts your needs instead of the ones which says that all-in-one.
  • Your CRM software should have smooth integration with other tools - The main reason for using a CRM is to streamline your relation with customers. So make sure the CRM software you are choosing integrates with other business tools such as G Suite, Nebula, Outlook, Office 365, etc.
  • You should request a demo or a free trial - It will be very good if you request a demo of the CRM software. If the CRM software company provides a 7 day/ 15 day/ 30 day trial so that you can test the CRM on your own and see if it fulfills your business needs. Also at least try more than one CRM software before making a purchase.
  • You should look for industry specific vendors - Try to go for those CRM vendors which have customer experience in your industry expertise. To do this you can read different testimonials, visit software reviewing websites such as capterra,

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