How to Find the Best CRM for Your Franchise’s latest article by Hayden Field shares a few tips on finding the right customer relationship management (CRM) system that will keep you and your customers satisfied.

Prioritize Ease of Use — for Yourself and Customers.  While it seems like every new company these days is in the technology sector, it doesn’t matter if you’re a franchise, a small business, or a nonprofit – customers still expect good service. a CRM will grant you access to customer information that will help your relationships. In her article, Field suggests, “In today’s world, it’s all about ‘smarketing’ — salespeople market, and marketers sell, so if your CRM isn’t easily integrated with your marketing packet, it can get a little gnarly. Two features to ask about [if your company is in sales]: lead intelligence and lead notifications.”

What to Ask About. When committing to a CRM software, consider the following:

    • Time-cost savings – Calculate how much time a product is saving compared to its cost.
    • Communication – Although technology makes our work easier, it still comes with problems. Customer support and service representatives are important considerations tied to CRM programs.
    • Test-drive – Ask for a 30 or 60 day trial to test the software. This will help greatly in your decision-making.

Unexpected Success. A CRM’s data analysis tools can help a firm reevaluate budget dollars being used on customer acquisition versus retention, and increase efficiency up to 50 percent.


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