Choosing The Right CRM For Small Business


Choosing a CRM for small business may not be the easiest decision ever for a small organization as they have many concerns pertaining to costs, efficiency and product’s capacity to actually increase sales. Given the fact that most small organizations are often hard-up for budget and resources, a CRM system is required to increase productivity and decrease costs in multiple areas. However the question still remains on the top that how to get the best CRM for your small business? The answer can be found by keeping in view certain factors that go as follows:

Cloud vs on-premise:

The recurrent war between the advocates of cloud and on-premise CRM only makes it harder for the entrepreneurs to decide what would suit them the best. Both technologies have their advantages as well as disadvantages but for a small business, cloud-based CRM would probably reap more fruit because there are no capital-intensive fees for servers, technical staff or licensing involved and this is not all, the perks of a cloud hosted system also include enterprise level features with relatively quick deployment.

Prioritizing the requirements:

Identification of your top priorities can help you sort them out and make a wise decision that will enhance productivity. Find out where you need CRM the most.

  • Increase in sales and lead generation
  • Contact management
  • Tracking of transactions and customer interaction

After the process of speculation and prioritization, it will be easier for you to decide on a system closely meeting your requirements.

Focus on simplicity:

The simplicity should be focused in the software because as a small organization you might not be able to hire the in-house technical support, besides there is no point of spending credit on what can be done for free. A user-friendly and intuitive system will anticipate the common error and pop up suggestions to fix them up making it easier for you to handle it on your own even if you’re not-so-tech-savvy.


Like your figerprints, the businesses also differ from each other. There are no two exactly alike businesses in the world therefore at the very least it must be made sure that you can add or remove fields as well as modules in your CRM software according to your unique needs. Defining the tags and filters is also a great plus that you can get through customization.


In order to survive in the current business scenario, you have to think for the future. You CRM should be responsive to your needs if your business grows or contracts in the future.

Mobile presence:

It is important that the CRM you choose has a presence on atleast one major Smartphone platform i.e. iOS, android or blackberry so you can stay connected even when you are on the go with no accessibility to the system. It is even claimed by a few veterans that after the Smartphone revolution, mobile is actually the future of CRM.

Get a free trial first:

Testing the waters is always good before actually jumping in. Its best to try the software first and then decide whether or not it will suit your needs. Choose a system that offers a free trial and judge the pros and cons after the real-time handling.



  1. There are some CRMs available on the market that are fairly comprehensive in their scale and scope, but these are quite complex to work with. What you need is a CRM that smooths the sales cycle and provides access to relevant customer intelligence quickly. This aids faster results-oriented decision-making. Look for a CRM that makes your business more efficient and also helps your employees become more productive in their sales and customer support efforts. Stay away from software that can slow you down.

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