If you own or run a small business, the day will come when you will need to find a solution for organizing your customer relationships. Like most businesses, you may dread the day you need to decide on a specific Customer Relationship Management (CRM) technology. There are so many options out there, and all certainly have their good points. Some look great, some seem very high-tech. How can you choose? When you cut through all the fuss and the hype, you will realize that you need a CRM that delivers on just a few things:
1) Usability.
The absolutely most important thing about your CRM is that it is easy to use. If it is not, your team will shy away from the program or you will end up spending a ton of money teaching your team how to use the new system. You want a solution that works right out of the box and is easy to use with minimal training. A learn-as-you go system is ideal. Relenta CRM is one program designed to deliver maximum usability. You don’t even have to download it onto the company computers – just log in and start using it from any computer with an internet connection. Plus, Relenta CRM is as simple to use as an email program. Any team member familiar with basic email programs will recognize the clean format and will be able to start using Relenta CRM right away.
2) Functionality with your business.
If your company is a law firm but you are using software designed for a non-profit, you are not getting great value from your CRM program. You have two options: You can look for a program designed specifically for your field, possibly paying a vendor extra to design a program for your company, or you can opt for a program that you can customize to your needs. Relenta CRM is a powerful but fully customizable system that lets you set up your CRM to fit your business philosophy. Start with your customers and your current situation and build your CRM system around that.
3) Conversion.
Whether you currently keep your customer information on a database or on napkins in a shoebox, you will need to convert your current customer files into your new CRM system. You can make this relatively painless by choosing a system that works with you. Relenta CRM, for example, lets you import information or just copy and paste information from other files.
