• Brendon Koh

5 Tips on Choosing the right CRM Software

Updated: Nov 7


Choosing the CRM software that is right for your business can be challenging, especially when it comes to determining whether you should go with a custom solution or purchase one off the shelf. A CRM system is essential for any B2B business, so how do you decide?

Here are our 5 tips to help you choose the right CRM software!


1. Identify Your Must-Have Features

When shopping for the right CRM software, it can be easy to get distracted by all the bells and whistles on a new system. There are so many features available so it must be a great product, right?


Well, it depends – your business processes are unique, and the software features you need for digital transformation and automation are based on your customer base and specific needs.

The worst thing that could happen is you get stuck with features that seem great but do not help your business with digitalization, or features that are inflexible and not scalable.


Software Advice performed a study and found that most businesses tend to overestimate the features that are needed for their CRM system. To avoid this issue, it is necessary to take the time to identify the must-have features.


Focus on the tools you really need to automate processes – survey different users to determine what functionality is most important. You will likely find that these necessities will vary from department to department, and you may not be able to meet all of these needs with a one-size-fits-all solution.


Once the key features are defined, you can use this as your starting point to find the right CRM software to help your business grow.


2. Consider How Integration Will Work


One of the biggest issues companies run into when implementing a new CRM system is difficulty integrating it with the other platforms you already have.


Remember, the goal of a CRM software is automation and digitalization – not adding yet another system to your collection. It should help streamline business operations, not make processes more complex!


Before you decide on a new CRM software be sure to work through the system integration and consider how the system will work alongside existing applications. This means reviewing how the CRM system will work with all of your platforms – from ERP and accounting systems to HR software.


Consider integration in the scope of your ability to interact with customers and implement marketing solutions.


3. Book a System Demo

Would you ever purchase a new car without test driving it first? Probably not – so why wouldn't you test out a CRM software before you commit to all of the time and investment it is going to take to implement in your business?


Always request for a demo. You can usually start with a personalized demonstration that will show you how the application functions. It is one thing to read reviews and hear a sales pitch about the benefits of CRM software, but you will only know if it is the right option for your business by looking at it.


Consider requesting a live demonstration, where a representative from the CRM company walks you through the program and shows you what it can do. This can help you come up with questions to better understand the platform – as well as its potential strengths and weaknesses.


If possible, allow users from several departments to be involved with the demonstrations and free trials. These different perspectives can help you more accurately determine ease of use, functionality, and scalability.


Similarly, you should always test out at least two different options – this will allow you to have a benchmark to compare the CRM system with.


4. Focus on the User Experience

Like we hinted at earlier, the user experience is key to finding the right CRM software for your B2B business. Based on the test drive, how did you feel when you used it? Was it helpful and intuitive, or did it seem like it would take extensive efforts for integration and cause more headaches than it is worth?

A survey conducted by SuperOffice found that 86% of respondents considered how user-friendly CRM software is to be the most important factor when selecting a new system. The easier the system is to use, the better user acceptance and training will go – and this is extremely important for business process integration!

The right CRM software for your business will complement your sales processes and marketing strategies, as well as your customer service and contact management activities. The system should work seamlessly and be easy to configure – but finding a pre-built software that will do this for your organization can be quite difficult.

The rise of no-code development and custom database applications has allowed businesses to create software that meets their unique needs and maximizes their user experience. This is why we recommend going with custom development services – it is the only way to guarantee that your user experience is exactly as desired.

5. Consider the Benefits of a Custom CRM Software


Our final tip is to consider the benefits of custom CRM software. While this may have been difficult and expensive to achieve in the past, custom software development is actually very easy to do – and it's affordable!

No-code development allows software companies to customize tools to meet your unique business needs, without months of coding and development work that may have been necessary years ago.

At Automate Labs, we work with a wide variety of businesses to help them work smarter and streamline processes and workflows through custom-built database solutions. These tools are integrated, cost-effective, and easy to use – making it the best option for your CRM software!

We ensure that all of your requirements are met, and you only pay for what you need – we can also complete projects in weeks, so you can start working towards business process automation right away!

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