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SoftwareMedia Blog | July 31, 2014

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The Three Critical Elements Of A CRM Solution

The Three Critical Elements Of A CRM Solution

There are many CRM solutions on the market, but the best solutions utilize three critical aspects.

So, you have decided to shop for a software for your business.  Understanding the need for such a system is a terrific first step, but now things become much more difficult.  With the myriad of CRM firms available finding the right solution can be a daunting task.  Fortunately, there are three critical elements that you can look for when searching for your solution that can make the decision easier.


The first thing to remember is that the software you use needs to meet your needs.  This means that the system needs to be flexible with the changing demands of your business; adapting to the ebb and flow of your work.  A CRM system can be flexible in a number of ways.  First, the system should enable you to change the number of users easily.  Cloud based systems are ideal for this task because they do not need to be installed on individual machines by the hosted company.  Managers can create and delete users as needed in order to meet the needs of the business.  Second, the system should be flexible in the data that is seen.  Not all reports or information are necessary for every employee and a flexible solution will allow you to filter what your employees can or cannot see.  Finally, the system should be flexible in the data that it collects.  You should be able to customize fields and reports to gather the information that you want, not what the software firm thinks you should want.


The second thing to look for is an intuitive system.  Does the system make sense?  Is the user interface easy to navigate?  Is the screen customizable for the end user?  If the answer to any of these questions is “no”, then the system may not be intuitive enough for your business.  A system that does not make sense to your employees will be underutilized and you will waste money on a system that is only partially adopted.  The system should integrate all of the pieces of software that your employees use, so that the CRM interface is the only program that they will need to run.  Take the time and look over several different platforms to see which interface makes the most sense to you.


One of the benefits of using a CRM solution is that it can help businesses see trends that they might otherwise miss.  A business tool that can provide a company with trend and forecasting data are superior to other interfaces.  The interface should be able to help sales managers and executives establish reasonable sales projections that are based on real world numbers.  A predictive solution can also help the sales staff prioritize their sales calls by highlighting which potential customers have the highest probability of closing a deal with the company.  You will want a CRM interface that can help you see the big picture and help you change your expectations when the business situation changes.

Shopping for a business solution can be a difficult task, but there are several critical factors that you can look for in order to make the best purchase.  If you find a tool that addresses these three criteria, you are well on your way to finding the best tools fit for your business.

My name is Matthew Boley and I have used many CRM companies and I can tell you, the best CRM solutions are those that help your company get the job done right. Before you purchase a software from a company, ask many questions, ask if they have examples of other companies like yours using their software and if they have any special built for your type of company.  I wrote this article, because I wanted to give others some tips when looking for a CRM software.

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