Understanding An Ideal CRM by CRM Software Company in Pune

May 22, 2017

Understanding An Ideal CRM by CRM Software Company in Pune

How would you evaluate the efficiency of your cloud-based CRM software if you are clueless what an ideal software would look like? Look no further; as the top CRM software companies in Pune have helped us jot down some common factors to look while shopping for the best CRM solutions in Pune.

The best way to evaluate is to first look at your requirements and the problems you expect your affordable CRM solutions to solve.

While affordable CRM solutions are mostly used for relationship management, customer management, and sales improvement, it has long evolved from just that to a more complex tool which encompasses marketing, accounting, vendor management, lead generation, order tracking, sales forecasting, performance and competitor tracking. These have thus become an integral part of any business which requires constant monitoring and tracking. So, what defines an ideal CRM? Top CRM software companies in Pune believe that for a CRM solution to be called ideal, it needs to qualify certain factors and have some important features every growing business would require.

Top things that define an ideal CRM Software Solution

The following features are an essential part of an ideal cloud-based CRM solution and should be considered when you choose a CRM solution for your business.

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1. Easy to Integrate and Use

This is a very obvious feature which almost every business would look out for. It is absolutely pointless to invest in a CRM solution provider if it is painful to integrate into the existing software system. Also, it is very important that the CRM solution you choose is easy to use and simple to comprehend. A complex CRM solution would require many man-hours of training and difficult integration procedures to make it usable. This would mean a huge monetary investment for a small business. Often, such processes tend to be a total failure and most of the employees try to avoid using it. Imagine having to put too much of effort in something which is ideally supposed to ease your workload!

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2. Remote Accessibility

In a dynamic marketplace, it is very important that your business is able to cope up with the speed and grow accordingly. You will require a cloud-based CRM solution which provides an ease of access and can be carried everywhere. This would enable the employees to stay updated with the current changes and business requirements wherever they are.

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  1. Customizable


This is another factor worth pondering over. For a growing business, this is utmost importance as there is no one-size-fit solution.  You must be able to customize and tailor the CRM package to fit your business as well as your budget. This can be tricky as some CRM solution providers offer different packages with different features.

There are some other providers, who offer customized CRM software with additional features like certain plug-ins, extensions, templates and themes. You have to decide from which kind of customization you would benefit the most.

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4. Mobile Compatibility

Smartphones and handheld devices have become an inevitable part of any business and with progressive workforce becoming mobile and remote. It has become important that a cloud-based CRM has mobile-specific interfaces.

This enable employees to access, edit and update data on-the-go. It should fit into the small screens and must be easy to load and process.

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5. Good and Reliable Backend Support

Open source systems do not come with a back-end support.  You will be left wondering whom to call for assistance. Hence; in such cases, you need to have a backup plan like an employee trained or a consulting firm where you can reach out to give on-call or chat support.

It is essential that every aspect of the support function is well thought out to avoid any future problems.  An ideal cloud-based CRM service provider guarantees a quick turnaround time and a speedy resolution.

6. Affordability

While some might tell you that only the expensive CRM service providers give the best solutions and packages, there are many affordable CRM solution providers who give quality solution and services within your budget. It is very important to compare costs of various packages and service providers before zeroing down a CRM solution. You need to understand the fees involved in setting up the CRM. Furthermore; for growing business, it is important to check if there is additional cost involved in adding more users.

7. Security and Back-up

It is important that you take into account the security features an affordable CRM solutions provider gives in case of a system crash. An ideal CRM would be equipped to handle and protect customer information and sensitive business data. It has a backup plan in case of security outages and server crashes thus; ensuring data safety all the time.

While it is important to check if the cloud-based CRM solution has all the required features which would lessen your workload. Investing in too many complicated and latest features may appear dazzling but; might not help your busines.

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There are other aspects like scalability flexibility to growth which you have to assess before choosing the CRM solution. You should also be able to generate real-time reports with ease. Furthermore; manage multiple lists in it without any hassle. Your CRM system will hold well only when your purchasing decision is purely based on your business need.

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May 22, 2017

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