December 12, 2023

Introduction

Choosing a suitable CRM (Customer Relationship Management) for your company can be a difficult task as there are many options available in the market and each of them has its own characteristics, benefits and attributes.

 

Here are some suggestions to help you choose the best CRM for your business:

1. Identify your needs: Before choosing a CRM, it is important that you are clear about what you hope to obtain…


Do you need a system to manage your sales, marketing, customer service or all of the above?

 

Does your business have very specific processes and you need a customized system?





Make a list of the features you need so that you can compare different options.

 

Evaluate the Options: Research different CRM options on the market and compare their features and prices. There are many free and paid options, so it is important that you consider your budget and the benefits that each option offers you.
  

Do you need a platform that integrates with other current tools?
If you already use other software tools, it's important that the CRM you choose easily integrates with them. This way, you can get the most out of your existing tools and have them work together more efficiently.

 

Support and training: Make sure that the CRM provider you choose offers technical support and training so that you can use the system effectively and solve any problems that may arise and have clarity if they are included in the negotiation, since many providers charge for minutes and hours after-sales service depending on each request.
 

These tips will help you to have clarity for a more informed decision making and choose the CRM that best suits the needs of your company.



Miguel Zambrano
Consultor de CRM en la Nube
mercadeo@disocom.com