How to Choose a CRM That Drives Sales for Your Business

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A customer relationship management (CRM) platform is an essential tool to have in your marketing technology stack. It helps you promote brand loyalty, generate more leads, and close more sales.



But how can you pick the right platform for your company? Keep reading for eight top tips on how to choose a CRM system that helps your company drive more sales and revenue.

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How to choose a CRM system for your business
Here are eight tips for how to choose a CRM system that drives sales for your company:

Think about your needs and pain points
Establish your goals
Identify your must-have CRM features
Consider which team members will use the CRM software
Plan your budget
Start researching CRM platforms
Try free trials to test the software out for yourself
Narrow down your options and make your selection
1. Think about your needs and pain points
Before you start looking at CRM options, it’s essential to first think about your current needs and any pain points your team is experiencing.

Talk to your team to find out which tasks take up most of their time and any areas of their processes they think could be improved.

For example, does your team spend a lot of time manually entering lead and customer data? In this case, you’d likely need a CRM with automation features.

Does your team find it difficult to know which interactions prospects had with your team and what they discussed? If this is the case, you’d need a CRM that tracks the interactions of your leads.

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