Top 20 considerations to help choose the right CRM

13 December 2023


Selecting the right Customer Relationship Management (CRM) software is crucial for any business looking to streamline their operations and enhance client relationships.

Here’s a list of the top 20 considerations that will help you select the right one:

  1. Industry-specific features: Ensure the CRM has features tailored to the needs of your industry, such as relevant terminology, regulatory compliance, project management, client communication tracking, and document management.
  2. Scalability: Choose a CRM that can grow with your business’ size and evolving needs.
  3. Integration capabilities: Ensure compatibility with third party tools and systems (via API), such as accounting software, project management tools, and email platforms
  4. Mobile accessibility: Confirm the CRM is accessible on mobile devices for field staff and remote workers.
  5. User-friendly interface: Opt for a system with an intuitive interface to reduce training time and encourage user adoption.
  6. Customisation options: Select a CRM that allows customisation to adapt to the specific workflows and processes of your business
  7. Automation features: Look for automation tools to streamline repetitive tasks and workflows, saving time and reducing errors.
  8. Client communication tools: Ensure the CRM includes communication features such as email, online forms and client portals.
  9. Data security: Prioritise a CRM with robust security measures to protect sensitive client and project information.
  10. Data migration: Check the ease of migrating existing data into the new CRM to avoid disruptions. Make sure you can easily extract your data in a useable format
  11. Reporting and analytics: Choose a CRM that provides robust reporting and analytics tools for better decision-making.
  12. Training and support: Assess the availability and quality of training resources and customer support.
  13. Compliance with regulations: Ensure the CRM complies with industry and data protection regulations.
  14. Cost and ROI: Evaluate the total cost of ownership and consider the return on investment (ROI) in the long term.
  15. User permissions and access controls: Ability to implement role-based access controls to safeguard sensitive information and control user permissions.
  16. Usability across devices: Ensure the CRM is compatible with various devices and operating systems to facilitate seamless use across different platforms.
  17. Upgrades and maintenance: Understand the frequency and ease of software updates and maintenance processes.
  18. User feedback: Seek input from potential users within your firm to understand their needs and preferences.
  19. Vendor reputation: Research the reputation and reliability of the CRM vendor in the industry.
  20. Contract terms and renewals: Review the terms of the CRM contract, including renewal options, to ensure they align with your firm’s budget and long-term plans.

By carefully considering these factors, a business can choose a CRM software that aligns with its specific requirements and contributes to improved efficiency and client satisfaction.

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