When it comes to your business, you want to take advantage of every opportunity you can to succeed.
The smart decision is to invest in a Lead Management/CRM System to track and manage your leads and customers – the even smarter decision is choosing the right one!
We understand that you’re busy and that there’s so many different options out there so we’ve put together a short list of the top 5 features that are most important when considering a CRM system to help you in your quest to find the system for you.
1. Easy to use: This may sound like a no-brainer but you will be surprised that many systems have you jumping through hoops to get to the information you need! So, as well as a system’s capabilities, it’s also important to find out how easy it is for you to leverage these.
2. Ability to grow: To start with, you may only be looking for simple lead tracking ability but, without the ability to evolve with your business, how can you guarantee you will have the same needs in 5 years time?
Invest in a system with additional capabilities beyond your initial needs e.g Marketing Automation, Email Marketing, Workflow etc, in order to ensure constant alignment with your business requirements.
3. Cost-effective: Again, it may sound like we are stating the obvious here but the sad truth is that the cost of a CRM system is going up! We believe that 70% or more companies are overpaying for their CRM system and companies who sell through independent sales agents are the most at risk.
Sometimes, individuals only need to access a very specific part of the entire system e.g. to update customer information or contact details but we bet you will pay just as much as if they were using all of it! Therefore, you may need to explore what users can access OUTSIDE of the system too.
4. Customisable features: The product you choose should reflect the culture of your company. You’ve worked hard to build your business and reputation, you’ve employed individuals based on their skills and how well they adapt to you company – so why should shopping for a CRM system be any different?
The system needs to be flexible to work for your business – not the other way around.
5. Relationship with the company: Remember it’s not ALL about the system itself – you also want to have a good business relationship with the company too! The company you choose should work hard to retain your business, just like you work hard to retain your own.
Be wary of companies that insist you immediately sign an annual agreement upfront – once you’ve put pen to paper their daily interest in you could quickly fade!
And what happens when you need some support? No one wants to be fobbed off with an obscure support centre that doesn’t recognise your name, let alone the custom configuration of your system. A dedicated support team/person is a must.
And Finally … You should expect nothing less than the above!
Talk to us about LeadMaster – we feel it ticks all the boxes above with no annual contracts, monthly check-ins with a dedicated support consultant, fully customisable system and completely bespoke to your business needs.
To find out more about LeadMaster and how it can help your business please contact us.