The advantage of CRM software is that it simplifies business processes and realizes cost reduction and efficiency increase for enterprises. More and more B2B companies use CRM to empower their business. How can B2B companies quickly find a CRM system suitable for their business ? Generally speaking, it is a set of systems tailored according to the company's own business.
1. Organize business requirements
B2B companies must first consider the pain points of their business. What tasks do they hope to improve with the help of the CRM system? If there is a lack of coordination, related functions of teamwork can be considered, sales automation functions need to be considered for fine-grained customer management, and marketing automation functions can be used as a selection factor to improve the ROI of marketing activities.
2. Select the type of CRM system
What is the procurement budget of B2B enterprises, and how much will the annual budget be controlled in the later period? Company leaders prefer a one-time buyout or a subscription-based service. It is worth noting that if you choose the localized deployment method, you need to purchase servers, databases, and special personnel to maintain system upgrades and bugs. The payment mode of the cloud CRM system is a subscription type, and the account service fee can be paid on a monthly or annual basis, and there is no preparation for infrastructure such as servers. It is worth noting that the cloud CRM system not only charges according to the duration, but also considers the number of users. The more users there are, the higher the price will be.
3.Demo demonstration and free trial
No matter how hype the system is, the CRM technology provider cannot do without hands-on practice. It is very important to provide free registration and trial, so that enterprises can understand the interface and functions of the product in advance. In addition, powerful and well-known big brands will provide demo demonstration services, which can be understood as all the modules and functions that can be activated in the trial account opened by the CRM technology provider, and provide a system sample according to the functional requirements of the enterprise to improve the success rate of enterprise selection.