Finding the best CRM Software in just 5 steps

salezshark crm

In the current volatile market scenario, technology has worked its fair-bit in simplifying complex process that selling has become. In our path to complete Sales Automation, technology has awarded us with a valuable resource- namely CRM Software. Customer relationship management (CRM) is a combination of practices, strategies, workflows, technologies, software, and platforms that an organization uses to enable, process, analyze, document, and manage prospect/customer information, transactions, and interactions throughout the entire customer lifecycle with a goal to enhance sale and garner visibility. Although marketers are aware of the wonderful capabilities of CRM, eager to implement them into sales function, choosing the right CRM is a whole different ballgame.

Identifying where and how CRM software functionality can benefit customers as well as the organization is vital to assimilation and hence the following steps should be kept into contention while scoping out:

Step 1: Measure Customer needs

One can safely say that, the primary goal of a proficient CRM system is to perk up customer interactions, making the art of choosing a CRM largely dependant upon a meticulous, in-depth knowledge of customer needs. Based on this, one can optimize sales processes and clearly define end goals, improving upon overall customer experience.

Step 2: Gauge internal requirements

The succeeding step in the selection process is finding out internal requirements. The task lies in finding out which CRM operationsand other technologies are indispensable in bridging the gap between customer and internal needs, in the most proficient and cost-effective manner. Here, the goal is to find out what problems are the internal teams encountering on a daily, weekly, and monthly basis and how CRM can aid in alleviating the same.

Step 3 : Classify the CRM Project Scope

This is where marketers need to start putting all the pieces together, through identifying CRM Project Scope. CRM Project Scope clearly classifies the elements/steps essential to enhance the functions of CRM. It is important to set boundaries of a new system, i.e., what are the serviceable areas involved, how CRM will integrate with other systems, procedures, departments, and external entities. This establishes the project scope of the planned CRM system and provides a clear picture on how exactly would CRM fit into the helm of things.

Step 4: Check up on the profitability

At this point, markets should be equipped with valuable knowledge on what customer and internal requirements are, how should it function to fill up the requisite needs and, how much savings could be extracted by switching to a CRM platform. Financial restrictions need to be considered here, as they are important in shaping up the final decision. A CRM that doubles up as a lead tracking management system is more profitable than a basic relationship management software.

Step 5: Final CRM selection decision

At this point marketers now have everything needed to choose the best CRM software. A review of all the preliminary measures, tying up the loose ends aids in selecting the most appropriate CRM software for the required needs.


Choosing the right CRM may be a great deal of hard work, yet the following steps should simplify the process as much as CRM does to the market.