How To Make Sure You Are Getting The Best CRM Online – Questions To Ask The Vendor

How To Make Sure You Are Getting The Best CRM Online – Questions To Ask The Vendor

The benefits of customer relationship management software are clear for business owners who want to take advantage of what tech can do for them. Over the years, various market studies, analysis and reports have explained how CRM tools work and how much businesses of all sizes can benefit from them. Understanding the importance of CRM apps is simple, but not the same thing can be said about choosing the best BPM online. There are many products to choose from, but this huge variety means that you will have to do extra research and make sure you’re on the right path. The safest thing to do is make a shortlist of your top CRM vendors and get in touch with them. Here are some of the things you can ask:

What features does your CRM offer?

CRM is a complex process that encompasses multiple tasks and activities. This is why the best CRM online needs to be feature packed. If you go on sites such as, you will see that the list of things that a CRM tool can do is quite extensive, but, for even more safety, get in touch with your vendor and ask them if they offer the following:

  • Centralized customer database
  • Synchronized solutions for marketing, sales and service
  • Collaboration tools to streamline communication between departments
  • Analytics tools, graphics and reporting
  • Daily task management tools

Don’t know where to start? Providers such as bpm’online, Nimble, Salesforce, SAP are considered to be top of the line, so you can start by contacting them.

Is your tool suitable for my business?

Each business may approach the CRM process differently, depending on the niche, which is why it’s important to talk to the vendor about how their software helps your specific industry. Professional companies have developed the best CRM online tools for industries such as travel, insurance, finance, medicine and law.

Do you offer flexible pricing solutions?

Although price should not be the main criterion when choosing a CRM software, you should ask a few details on this topic. Would you have to pay for the product in one lump sum or would you pay in monthly installments? Is it necessary to buy the full version of the software or can you pay for just the features you need? Can you expect any discounts in the long run?

Can I count on your customer support?

Customer support is tremendously important when investing in tech products of any kind. By definition, CRM tools are intuitive and user friendly, but, should any malfunction occur, a professional should be there to pick up the call. A vendor who can offer you support and assistance 24/7 is preferable.

What are some of your clients?

Sometimes, a company’s clients best represent the company. With CRM software, the businesses that already use it are a great indicator of what that CRM can do. Look on their website and they should have a list with some of their most important customers or, if not, ask them to give you some examples. You if you recognize some big names there, then that is a sign that their CRM software is able to support business growth and manage ample processes.

Do you have any mentions in notable publications?

While this may not necessarily be a vital aspect, mentions in notable publications can help you check that your provider is reliable. Look for mentions in tech blogs, business or finance sites such as Forbes. If the CRM software was awarded by an authority such as Forrester, that is so much the better, because it shows you are dealing with a leader in the industry.