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How to find the right crm to the business


 Investing on a right CRM Software helps to increase the revenue, cuts operating costs, and boosts IT efficiencies, but with many options available in the market, on what criteria a business should make the you right decision for them?

Known that not all CRM solutions are not the same, every CRM has its own capabilities, this template is designed to help you evaluate and to pick a right one for the business.

Top 10 Tip to find a Right CRM to a Business

1. Why do you want a CRM?

Before you go deeper into the dive, it’s important to you to understand why your business needs a CRM. It’s mandatory to keep in mind that CRM is software it records & update your customer records & interactions and to keep track of them. A well designed CRM is coupled with the right technology is very powerful – but what is your business goals do you want to attain through CRM?

  • Is it to integrate the business and make it more methodized?
  • Is it to produce capable result in sales and that will make the business more profitable?
  • Is it to have a history of the clients, leads, sales and appointments?
  • Is it to grow operations and make more productive?

Whatever may be the business goals, write them down.

It will keep you rooted throughout the picking process and reminds the business why they’re investing in CRM software. Also able to improve the evaluation options if the business knows what their goals ends.

2. What is the annual cost of a CRM?

Alright, now that the business has good reason to invest in a CRM, they have right to the chase. While cost is not only the consideration when looking for a CRM.

SaaS (Software as a service) CRM systems are ideal because they typically don’t require a development charges as up front, and allows to pay on a per month basis so cash flow can be monitored.

SaaS also allows subscribers to access the software without investing on servers or paying licensing fees. Everything is included in the subscription fee, including updates and upgradations during the subscription period. Using a SaaS service makes administration process easier;

provides auto updates, ensures amity, enhances cooperation and provides access to the subscribed users from any device with the internet.

So here’s how to calculate your total annual cost:

Number of Users x Cost per Month = Annual Cost

First the business need to figure out how many people in the company are going to use the CRM, then visit listing’s website to figure out their subscription fee per month – or call them directly.

3. How long does the CRM take to Implement?

How soon do you the business need to have a CRM? Some CRM may take a lot longer time to implement than others? What good is a CRM that the business has to wait for a year to use? Be sure to ask the CRM vendor how long they expect implementation to take. Don’t forget to account for the business own office politics, busy seasons and other events that may get in the way of a timely implementation and adoption. Remember, your job isn’t done when the CRM is working, it’s done when your team is actually using it.

4. Does it cost extra to implement the CRM?    

Some CRM cost extra to implement while some are easy to setup and don’t require any extra implementation costs. These kinds of implementation are frictionless and are typically preferred. Most of vendors wont offers implementation services, or refer third party implementation. Especially small business & startups. Can avoid expensive CRM implementations. And the business can find great solutions that are free and or less expensive to implement.

5. How important is mobility to your Team?

A CRM that works when sitting at the desk wont naturally work anywhere, when in the field, or on a roam. Mobile Accessibility is a key-driver for CRM software so business can make the CRM experience is seamless to access anywhere.

When selecting a CRM, look for the solution that meets the sales team’s needs, no matter where they are. Look for a system that is easy to access anywhere. A CRM that is accessible in the situation relevant to a reps work makes all the difference to user adoption.

  • Does the CRM software offer mobile apps for iOS, Android and Windows?
  • Is the bridge between desktop and mobile access is seamless?
  • Does the CRM automatically sync all the time?
  • Does the CRM have cloud storage functionality? 

6. Does it integrate with the tool That the business already uses?

CRM isn’t the only software the business uses. Selecting a CRM that integrates with the tools the business already uses, making it a flexible with the partner. Here are some of key considerations:

  1. What email marketing tools do the CRM software integrate with?
  2. Does it integrate with social media channels?
  3. What about documents storage systems like Dropbox and Google Drive?
  4. Can attach, download or create invoices, and sales quotes?

It’s mandatory to know which integrations are non-negotiable for the business. Also make sure the CRM you choose is able to connect with your tool of choice

7. Does the CRM provide the Reports & Analytics?

The data that the business stores in the CRM software is only to enter or record that to also provides the deeper insight on the report and analytics of a business. Make sure the CRM the business chooses will readily provide them with those insights.

Sales Funnel– The sales funnel analysis report tells the business where sales team stands at all points in at pipeline and what they lost or gained.

Incoming Deals Volume Report – This report breaks down the number of deals or orders conformed over a period of time and percentage of total deal or orders count.

Sales Forecasting – The sales forecasting report will tells the business how much of that amount the business can realistically expect to bring in.

Sales Revenue Goals – Sets and monitors individual and team revenue goals, targets over a period of time.

Won Deals – This report tells you the number of deals won, by team member, over any time of period you choose.

8. Will the team actually use it?

“100% adoption or nothing”

SaaS-based CRM sales has been grown to $6.3B by 2015. With that much of money being invested in CRM, it’s right time to address an alarming concern. Look for a CRM solution that promotes your business user adoption. Find a CRM partner who can minimizes friction so that your team can actually use it.

Start by evaluating these 3 factors to gage adoption


How many sales persons do you know who only work when they’re at their office using their desktop? When selecting a CRM, look for the solution that meets your sales team’s needs, no matter who they are. A CRM that is accessible at any situations relevant to a persons work makes all the difference to user adoption.

Zero Input

While the data in your CRM system is valuable, As possible, automate tasks like call logs, email sync, and tasks.


Nobody wanted to work with a confusing CRM with too many mandatory fields. CRMs are posses to produce profits. View for the CRM with a User friendly UX that makes the tasks automatic pushes automatic reminders to mobile phone and makes the integration seamless and faster

9. How well does the CRM automates the Business?

Not only the adoption is a problem with your CRM. One way to reduce the adoption risk is to make sure the CRM system you choose is able to automate certain business tasks, reducing repetition and helping the sales team actually to use it.

Call Logs

It’s a large time absorb to take notes on a phone call, only to have to then type it into your CRM later. Instead of that Look for a CRM that allows the call contacts, leads, directly from the web or mobile app. Some CRM’s allows to set up a zealous line customer calls can be taken directly get in the CRM. What about the call recording?

Task Reminders

Business as the name defines it is the state of being busyness and have stay on top of everything. That’s why the business investing in a CRM in the first place, right? Find a CRM that allows you to cooperate with the team by assigning and automating tasks.

Email Automation

Look for a CRM that offers complete email integrations so that you can save time by automatically connecting all relevant emails to contacts.

10. Will it grow with the Business?

If the business goal is for-profit, then should be thinking about how the CRM software can scale with the business growth. do you?

Whatever may be the size of the Business, they have customers to manage, track and teams to coordinate. The business need a CRM solution that is simple to implement and use, yet intelligent and powerful enough to benefit your bottom line and grow.

Here are some things to consider:

Permissions: Does the CRM offer users permissions andteam management? If the team is large – or very structured – you’re going to want to assign different permission to different hierarchy. Look for a CRM that allows to assign visibility to individuals, teams, superiors, divisions.

Cost to Grow: Because a CRM works for the business today,doesn’t mean it will be a fits in 1, or 5 years. Think about how a CRM which will scale as the business grows. Can the tool serve companies of any size? As you make your final decision, look for a CRM that will be a long-term partner.

11. Is it the CRM easy to customize to your business?

Every business is unique. Make sure the CRM you choose can adapt the business processes. The sales cycle of a realtor is different than the sales cycle of a ad agency, for example. Look for a CRM that allows the business to customize the sales stages and add custom fields, filters and tags so it make sense for the business.

Sales Stages

Look for a CRM solution that also offers fully customizable lead tracking and sales cycle stages. Using the realtor vs. Ad Agency example from above, if you were the New Business Development Director at Creative Ad Agency ABC, you wouldn’t choose a realtor specific CRM because you want to map the sales cycle in a way that makes sense to the business.

Filter and Sort

Often need to pull batches of customers using variables other than company or name. Filtering is the feature that employ to define a search criteria and conducts search. Filters are the data points at CRM uses to get the information needed.

12. Can easily able to import or export data

If the business already uses a CRM and you’re looking to change vendors, a massive concern is how are they going to get the data out of one system to another.

Since data is such a mandatory business asset, Its consideration can never been overlooked. Here are some key considerations:

  • Does need IT department to import and export data – or can the users complete this process themselves?
  • Can run on current system and the system switching to in parallel?
  • How well does document the import/export process?

13. Will the Business receive the customer support when they needed?

One of the key parameter to remember that while selecting a CRM, it is not only selecting a product, it is truly selecting a partner. How would you rate interactions are evaluating? What is their customer service and support options like after up and running? Be sure selecting the right partner.

14. Reach TreeOne

We hope you found a free template that is useful to you to find a Right CRM to your business. In your search, don’t forget to add TreeOne to your short list.

TreeOne CRM, the futuristic of CRM, is an intuitive, easy-to-use tool that takes just minutes to set up.

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