How to get the best CRM solution
Now that you’ve done some foundational thinking, you can look at the features that make a top CRM solution the best CRM for you.
Integration with your data and processes
This is a key feature that will make some solutions stand out from others. Some CRM solutions work with, and even within, the email and productivity applications you already use. So they operate in the context of your existing workflows, requiring little training.
In fact, integrated solutions save time by eliminating repetitive data entry in multiple systems. And because an integrated solution connects to all of your existing data, these solutions provide a complete picture of customer relationships and one source of data truth for decision making—effectively transforming your data-siloed organisation into one that’s data-driven.
Automation that’s intelligent
Every CRM process can be simplified and accelerated with intelligent automation. For example, wouldn’t it be helpful if:
- Sellers could spend more time building relationships and less time monitoring them, knowing that their CRM system would automatically prompt them with intelligent next actions?
- Marketing campaigns could be automated and triggered in coordination with sales processes?
- Virtual agents and chatbots could handle routine enquiries, leaving your agents more time to deliver exceptional customer service?
- Maintenance could be automatically scheduled at regular intervals, or even triggered through remote Internet of Things (IoT) monitoring for conditions that require intervention?
Artificial intelligence (AI)
A huge bonus of fully interconnected data is the ability to analyse it using AI. Patterns that might take you months to recognise (if ever!), are quickly apparent to AI so you can glean insights across your business for data-driven decision making. Your data is one of your biggest competitive assets, and taking full advantage of it accelerates success.