Our friends at Small Business Computing have a substantive piece on how to buy CRM (Customer Relationship Management) software for your business. Worth the read! Read the full article here, I’ve excerpted the first few paragraphs below.
Customer relationship management (CRM) software is one of the most important tools small business managers and employees can have at their disposal. Instead of juggling contacts, tasks, proposals, follow-ups, correspondence, sales projections and whatnot in various email folders, documents, spreadsheets and sticky notes, they can have all the data related to customer interactions in a single, searchable repository.
And contrary to what you may assume, CRM software isn’t just for salespeople or businesses that rely on selling. The tools and insight that a good CRM platform delivers can raise customer satisfaction for service-oriented businesses, increase donations and improve delivery of assistance for non-profits, and even keep a sole proprietor organized and on-task.
But selecting a CRM package is a big commitment, not necessarily in terms of money (although some platforms can get pricey) but certainly in terms of the time: configuring the system to match — or ideally, improve — your business processes, getting your data into the program, and training all stakeholders in how to use it. So you don’t want to start down that road only to have employees slip back to their personal spreadsheets and Post-its because the system is a poor fit.