How to choose the best online CRM software
These days, it is hard to imagine a successful organization without a professional CRM system in
place. More and more business owners agree that a good CRM platform is a must for every growing
business no matter its size or sector.
If chosen and implemented correctly, CRM can help you streamline even the most complex business
processes without putting in too much effort. Online CRM has proven its effectiveness to thousands
of organizations and remains the number one tool for sales reps all over the world.
Online CRM is good at keeping track of all your interactions with both existing and potential
clients. With its help, you will stay in control of your marketing, sales and service effort.
Powerful CRM is aimed at improving communication not only with your clients but between your sales
and marketing teams as well.
By maintaining sustainable relationships with your customers and colleagues there is a higher chance
for your organization to sell more products and services as well as keeping more customers.
Even though today the choice for the best online CRM solutions is wider than ever, selecting the one
for your organization still remains a challenging task. As the saying goes, having too many options
make it harder to choose. This is because when people make decisions, they are motivated not only
by the opportunity for gain, but also by the fear of loss.
And when it comes to selecting the right CRM for your business, the difficulty lies not only in the
fact that there are many solutions and technologies to choose from – you also have to consider
deployment and customization options, cost, scalability, and business value.
As you can see, choosing the best online CRM solution stills takes some time. Fortunately, our
step-by-step guide to selecting the best CRM software is here for you to make your search easier.
Bpm’online CRM is a software aimed at taking your business performance to the next level.
Features to look for when selecting a new online CRM system
There is a number of factors to be considered when buying a new CRM platform. In most cases,
functionality, features, support and pricing are the central aspects of the decision-making
process. Let us go straight to the top features of a powerful online CRM. Some of the most crucial
ones are listed below:
Having a 360-degree view of your customers, you can predict their buying behavior and
preferences. Account and contact management will help you gather vital customer data and
maintain your marketing strategies when introducing new products or services.
Tracking changes in your sales pipeline will help you make the right management decisions.
Lead management is also useful for determining the best customers to follow up with based
upon demographic and psychographic factors. Lead management feature allows you to work
smarter, not harder, which is especially crucial for acquiring quality leads.
Forecasting feature enables users to determine whether their results are actually on par
with their efforts. This data can also be used to determine where you need to direct
Optimizing workflows is another good way you can increase your organization’s efficiency.
CRMs can facilitate optimization by automating processes like data collection and analysis,
marketing campaigns, and other tasks that were earlier managed manually. They also often
offer reporting and analytics to help users identify problem areas in order to improve
The more customization tools, the more CRM flexibility is available. Make sure your online
CRM has the capability to adapt to and integrate with existing software used by your
organization. Incorporating desktop productivity tools is also highly advisable. Flexible
software that can change when you need it to should be your top priority.
Bpm’online as the best online CRM system
Bpm’online is the most agile CRM platform for midsize and large enterprises to accelerate sales,
marketing, service and operations. The software comes complete with all the listed above and much
more. What makes bpm’online stand apart from all the other online CRM vendors is the fact that it
combines both exceptional CRM and BPM capabilities.
Bpm’online users can leverage out-of-the-box processes that are based on the best practices in
marketing, sales and service. Additionally, users can build custom business processes to meet their
organizations’ specific business requirements and manage them accordingly no matter whether those
processes are structured or unstructured. Below you can check out other worthy benefits of