6 Key Considerations When Choosing Your Sales CRM Software

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A good sales CRM (customer relationship management) software solution is one of the most vital tools every growing business must have. And there’s no doubt about it. With the right solution, you’ll be able to maintain your competitive edge against your competitors by enabling you to:

  • Monitor all your interactions with your customers
  • Stay on top of your sales and marketing activities to determine which areas need further improvements
  • Search for new customers and keep them
  • Increase the number of products and services you can sell in a pre-determined period
  • Foster strong relationships with new customers 
  • Maintain positive connections with existing clients
  • Boost communication and collaboration between different departments, particularly sales and marketing

However, looking for the right sales CRM solution for your business is no easy task. This is not just because of the countless options to choose from. It’s also because of the things you have to consider, such as your needs, costs, scalability, etc. 

In this article, you’ll learn everything about the things you have to consider when choosing the right sales CRM software for your business. Knowing these key considerations will help you save time when making decisions.

CRM - Customer Relationship Managament - icon with keywords

1. Identify Your Business Needs

The most crucial factor to consider when choosing sales CRM software is the needs and expectations of your business and your sales department. Determine the programs, tools, and applications you’re using as of the moment and how they’re applied in your day-to-day operations. These may include:

  • Contact management
  • Email tracking and monitoring
  • Social media management
  • Customer data management
  • Sales pipeline
  • Marketing automation 
  • Lead management
  • Customer experience

Once you’ve listed them, it’s time to determine the pros and cons your company might be experiencing at the moment. Then, concentrate on areas you might want to modify or improve. 

There might be many options, but the right sales CRM software should amplify your current system. Also, remember that any modification to the existing program will significantly impact your operations and your team.  

Choosing the most sophisticated and full-packed sales CRM may be a good choice. However, it might mean more hassle than good in the long run. Your team might need more time to learn and understand how the new system works, hindering your operations.

This is why choosing the right solution that fits your business needs is essential. So, stay streamlined as ever and don’t spend on things you don’t need. Evaluating your current scheme will help you make smart choices and get the most out of your new sales CRM tools.

2. Check Accessibility

Regarding CRM accessibility, you have two options: on-premise and cloud-based. On-premise sales CRM software is a solution you can purchase as a whole and install within your business facility. With this type, your internal IT teams will have more control over the system and security. 


However, on-premise CRM software can cost you a lot regarding setups and maintenance. It has limited upgrades and isn’t easy to scale—not-so-good when expanding your business. Also, it has limited access, which means you won’t be able to use the system wherever you are.

On the other hand, cloud-based sales CRM software is the exact opposite of on-premise. It’s a solution stored on a remote server facility and delivered through the internet. This allows you to access your system anytime you want as long as you have a reliable internet connection and an internet-enabled device like a smartphone.

Aside from that, cloud-based CRM software is also less expensive than on-premise. And all the upgrades and maintenance will be taken care of by your service provider—a perfect tool to start automating your business.

3. Consider Your Hardware

A sales CRM that may require a significant renovation may sound impossible for many businesses. Therefore, be sure to take into account how much you can spend on executing a new sales CRM system.


Is mobile technology essential to your organization? If so, determine if your team has everything they need to run a mobile sales CRM effectively and efficiently. These may include a software application, a strong internet connection, physical accessories, and many more.

4. Check If The Software Can Integrate With Your Current System

Sales CRM software is all about handling and processing customer data. If this is your first time implementing a modern sales CRM for your business, you probably have files you need to transfer to the new scheme. Whether it’s spreadsheets, presentations, contact details, or business cards, a solution that supports the seamless importation of these files is crucial to its implementation.

In addition, the smooth exportation of files should also be deemed necessary simultaneously. A good sales CRM solution should have one of the essential abilities. With this, you’ll be able to access and generate information much quicker and easier. This will give you more time to interact with your customers and develop strong relationships.

5. Check If It’s Easy To Learn

Even the most straightforward software solution may require time before your team gets used to it. Since time is more valuable than gold, it’d be best to consider the time it’ll take you to learn the new system. 


Also, check if any training will be made available before its implementation at a good price. This is because some features of sales CRM are often left unutilized. After all, they were not properly presented nor discussed during the training. Not to mention how complex they are.

If your team can take advantage of all the features of your new sales CRM software, then you’re paying for a good solution at a reasonable price.

6. Be Aware Of The Cost

Although some sales CRM software may seem low-cost, it’s important to consider the costs of running or implementing the platform in the long run. Training costs, software or hardware upgrades, and hiring extra personnel are crucial aspects that must be considered to determine the overall cost. Knowing everything you have to expect from a CRM solution is essential.

Final Words

Choosing a sales CRM solution for your business shouldn’t be difficult. With all these key considerations, you’ll be able to select the right one that fits your business in all aspects. Make sure to check the cost, see if it’s easy to learn, check if it’s easy to integrate, and determine your accessibility needs. In addition, you may consult an IT professional to evaluate your needs and make better decisions.

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