3 most important things you need to do to ensure you choose the right CRM system
In this video, ECLEVA’s CEO Patrick Northcott talks about the 3 most important things you need to do to ensure you choose the right CRM system.
- Determine whether you need a sophisticated CRM that manages the entire customer journey including marketing, sales, service, engagement, and commerce or just basic features like managing communication with existing customers, prospects, and leads. Remember sophisticated CRMs are worthless if features are unused or are too complex to operate.
- If you are considering a CRM with lots of modules, be sure to get relevant users to evaluate their suitability. For example, some CRMs will boast that they have good marketing automation functionality, although the maturity level can be quite different to the underlying CRM.
- A way to future proof your CRM investment is to make sure it can easily integrate with other software including marketing automation platforms, finance and HR systems, and project management software.
CRM systems are considered a core business system so be sure to enlist the help of the CRM technology expert to help you make the right selection.