How to choose the best CRM solution for your business - Act Today How to choose the best CRM solution for your business - Act Today

How to choose the best CRM solution for your business

How to choose the best CRM


Whilst CRM solutions come in many shapes and sizes, they all have essentially the same aim – to help you collect, organise and understand key information about existing and would-be customers so you can do more, and better business with them.

Much more than just a means of storing contact details, a Customer Relationship Management system is a powerful tool that enables even the smallest business to ‘punch above its weight’ when it comes to finding new leads, following up prospects and providing a better service.

However, these significant commercial benefits are lost if you fail to select the most appropriate CRM software for your business in the first place.

The first and most important step in choosing a CRM is to prioritise your requirements right at the start. This will help you to decide if the CRM software on offer actually has the functionality you are looking for, now and into the future.

Failure to set out your needs and priorities can mean you end up with an under-performing system, bloated with unnecessary features which, rather than helping you, actually have a negative effect on day-to-day usability.

So, for example, if a particular CRM tool doesn’t allow you to ‘slice and dice’ your database by demographics, interests, personal preferences or other relevant criteria, you won’t be able to segment customers for marketing purposes or get the detailed insight you need to target them effectively.

So how do you choose a CRM system that’s right for you?

Here are 8 key areas to consider when choosing a CRM solution:

  1. Ease of use for staff members
  2. Training and ongoing support
  3. Third party integration
  4. Customisable fields that can suit your business
  5. Cloud based solution accessible from anywhere, on any device
  6. Robust security and data protection for peace of mind
  7. Transparent pricing, terms and conditions
  8. Free trial so you can try before you buy.


For more in depth information on each of these 8 key areas, download your free eBook:
How to choose the best CRM solution for your business.

Need help? We understand that it can be difficult process to figure out exactly which CRM solution your business needs which is why we offer a free no-obligation consultation to discuss your particular requirements. It’s an opportunity for you to gain a solid understanding of your business needs and what you want to accomplish. From here, we can determine if we are the right ‘fit’ and if so, recommend the best Act! solution for your business.

Request a free consultation today Download eBook Try Act!

SPEAK TO AN ACT! SPECIALIST in Australia 1300 362 046

Pin It on Pinterest

Share This