How to choose CRM software for enterprise?


The various online CRM tools currently available on the market seem a little confused about how to start, because most CRM software providers advertise their software as the right software for your business. However, no one knows better than you and works best for your company. So when you’re looking for good CRM tools, you should remember that it’s important that you listen to yourself, not the software provider.

First of all, you may want to know what CRM is?

A good way to get to know each software supplier by trying CRM software is to register at least some free trial software suppliers, and then try them out. With this approach, you will have the opportunity to test the important elements, and you will get a good comparison of the functionality of each application. And through some real data entry, test whether it is suitable for the current situation of their own company. White code no code development platform currently provides online free trial, even if there is no programming basis, business personnel can quickly learn to build management software.

CRM system trial

Enterprises suitable for CRM

CRM is very popular no matter where customers are, but CRM system is quite general. Therefore, we need to know whether the CRM system is applicable to our own enterprises. The following is a white code listing some applicable enterprise types:

Enterprises with sales team

Every sales team needs a good CRM to identify customer behavior trends, or to use it for up selling and cross selling. At the same time, CRM software reveals the concerns that are most likely to close sales leads and helps the team pay close attention to them.

Marketing enterprises

Any type of marketing enterprise is suitable. The sales information provided by CRM records is very valuable for the marketing team. The marketing team uses it to collect customer related information and conduct a large amount of data analysis.

Inefficient enterprises

CRM can effectively help inefficient enterprises to improve efficiency. There are two problems without efficiency: 1. Idle work; 2. No goal. At this time, CRM can completely solve these two problems.

Types of CRM software

According to their roles and the dimensions in which they can manage and maintain customer relationships, CRM software tools are divided into three separate groups:

Operational CRM

Also known as basic CRM, operational CRM aims to integrate the three basic parts of each business: sales, marketing and support. The role of this type of CRM is to provide an operational dashboard in which each prospect is evaluated as each of the three functions to summarize his status and develop strategies for him. The subcategories of operational CRM are: salesperson automation (analyzing lead cycle from lead to customer); marketing automation (automating marketing processes to create and execute multi-channel activities in segments); and service automation (processing customer service and integrating advanced support).

Analytical CRM

Unlike operational CRM, which collects data, analytical CRM can analyze data and draw some important conclusions for drafting reports and making better decisions. This type of CRM uses powerful technologies, such as data mining, pattern recognition, association, etc.

Collaborative CRM

Last but not least, collaborative CRM integrates external stakeholders (such as suppliers) and shares valuable customer information with them. The main purpose is to improve communication and collect information that can be used to locate potential customers and make promotional offers.

The main characteristics of CRM software

Most high quality CRM system solutions can help you perform the common functions of the basic relationship management process, but they also differ in some aspects, which can solve specific industry, business scale or specialization problems. These are the key functions of each CRM

Contact manager

Organize your contacts (customers and suppliers) by category to facilitate classification or retrieval. For small businesses with tight budgets, this feature is all they need for CRM planning, such as email campaigns or classifying customers based on their records. This function can be a stand-alone module or integrated with other modules.

Sales automation / Marketing

It is the main component of CRM software. This feature automates the sales process from discovery to customer inquiry and sends responses to orders. The core of the module is to help you track potential customers, such as customer inquiries, past sales and network access. Good sales automation features also have web forms that allow you to capture potential customers from landing pages, invite web visitors, or collect feedback. This module is also called marketing automation.

Sales tracking

Some vendors include this function in sales automation or as a separate module. This feature helps you measure sales analysis. How much do you sell it for? Where are they sold? To whom? Sales forecast, etc. Sales representative performance. These are some of the basic functions of the module. CRM software should have at least one set of basic report templates and dashboards to help you create sales reports or view sales performance overviews.

Communication channel

This function is usually integrated with other modules. Many CRM software have multiple channels to communicate with customers, including email, telephone, instant messaging or real-time chat, social networking and forum. While having more channels means more coverage, it doesn’t make sense to get real-time chat or phone functionality if you don’t have anyone to deal with it.

Latest CRM system trends

In addition to the basic functions, many CRM software today have these latest features that can promote your marketing and sales. Here are some of the latest trends to consider:

Social CRM

This CRM module is sold as an accessory, as a separate module, or integrated with the base plan. This feature takes advantage of the opportunities provided by social networks to build personalized customer relationships. When people talk about you on social networks, you can track social references to your brand or receive reminders. This feature allows you to create leads or prevent impending negative issues about your business.

Mobile CRM

Mobile CRM enables employees to access CRM software through smart phones or tablets. This is useful when you travel a lot but want to keep the label of the CRM program. Most of the top CRM solutions have mobile applications for IOS or Android or both; and now more popular software providers provide mobile versions based on Web, which is more convenient and faster than downloading apps.

business intelligence

This feature takes advantage of the large amount of customer data you collect in sales automation. The module is not just about creating leads and sales – sales automation has achieved this – business intelligence is improving overall performance and efficiency. Through data analysis, business intelligence analysis, effectively help you to make better business decisions, sales decisions.