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How to Choose a CRM Software System

Written By: Cliff Ford on July 15, 2012 No Comment

9 Keys for How to Select a CRM Software System

Research is obviously necessary before switching CRM vendors. There are several keys that will undoubtedly help you in purchasing the right CRM plan for your company.


The 9 keys selecting the right CRM system are as follows:

1. Compatibility of the CRM System:

CRM system can be considered mature when it is compatible with all the popular browsers and devices. That does not necessarily mean that every salesperson will have one particular device and will use one particular browser. Hence, from the company’s point of view, it is noteworthy that every salesman gets to use the system for which compatibility is an essential criterion for selecting the right CRM.

2. Look for an Innovator and Not a Follower 

It is necessary to get those vendors who are innovators in the industry as they change as per technology dynamics and hence will provide more value to the customer.

3. Focus of the Vendor: 

Another criterion to select the vendor for CRM system is the focus of the vendor. You must check whether the vendor is doing business wholly around CRM or CRM is a part of its small business. If the vendor’s focus is CRM, then your company might get several benefits else you need to do more investigations.

For example, Salesforce.com is focused on the Enterprise market space – thus competing with companies such as SAP and Oracle. SugarCRM is focused on the Small and Medium sized business sector.

4. Viability of the Vendor: 

Viability of the vendor is a crucial factor for deciding in the buying process of CRM system. It is necessary to be associated with an established public company. If any bigger company can gain the vendor’s business in the near future, then it can be a disadvantage for the customers of smaller vendor.

5. Customer Rating for the Seller’s Third Party Products Eco-System:

The customer rating of the products of the third party product eco-system of the seller is a deciding factor in the buying process of the CRM system. Currently, all three of the top vendors (Salesforce, SugarCRM and Microsoft) have excellent 3rd party app stores.

6. Ability to use Email Clients Other than Outlook 

Though most of the emails are found in the Outlook system, with the rapid growth in technology, the use of mobile devices like iPad has increased magnificently. Hence, the CRM system must be checked for the possibility to integrate emails from other devices like iPad etc. into CRM contacts apart from the Outlook system.

7. Data Security, Disaster Recovery and Redundancy:

In case of cloud solutions, your company needs to rely on the vendor for any mishandling with the data. Vendor’s infrastructure and plans for data security, disaster recovery and redundancy are another measure in selecting the vendor for purchasing CRM system.

8. Ability to Integrate with Other Solution or Legacy Applications:

You must ensure that the CRM vendor has a reliable and effective API wherein they have done a lot of research and development. You must avoid selecting those vendors wherein API process is still going on.

9.Vendor’s Social Media Strategy:

Social media strategy of the vendor will help you to understand the visibility of their products in the market. In the era of competition, in order to develop and thrive, companies want to highlight and increase the visibility of the products. These days, companies manage social media extensively to increase traffic and for communication. In terms of overall Social CRM strategy, it appears that SugarCRM has the lead currently.

Example: How to choosing between the Top 2 CRM Systems


SugarCRM ReviewFree SugarCRM Assessment

With this analysis, you will be able to identify the key improvements within SugarCRM.

Topics discussed:

  1. Special Fields (e.g. Show-Hide)
  2. Related Fields (related to other entities)
  3. Mathematical Fields
  4. Configuring Dependent Drop-Downs
  5. Using Favorites
  6. Understanding the Favorites Dashboard
  7. Social Media integration
  8. Features (grouping, filtering, scheduling)
  9. User Interface enhancements
  10. Sugar Mobile details

 ==>Click to access our Free SugarCRM Review<==


About the author

Cliff Ford Author: Cliff Ford. CRM Solution Comparison has provided CRM cloud software reviews and evaluations for several years. Our staff of CRM certified partners implements, tests and uses the various systems discussed within this blog. We have created a number of excellent CRM comparison and evaluation tools that we provide our readers. Google

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