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Choosing a CRM for your business is an important decision. There are many criteria to consider, and finding the right software for your needs is not easy. In this blog post, we will give you some tips on how to choose a CRM that fits your business. We'll also look at the pros and cons of the different types of CRMs available on the market. So, without further ado, let's see how to choose the right CRM.
CRM, or customer relationship management, is a strategy that companies use to track customer relationships from pre-sales to post-sales. A CRM system is software that stores information about customer and prospect interactions with employees.
Marketing and sales touchpoints - including email, phone, website, live chat and social media - are tracked closely. This provides employees with detailed context about a customer's activity.
So, with a CRM, no more wasting time to find information on a particular customer. You enter the era of organization. It forces you in a positive way to be structured and to centralize all the information of a customer or prospect.
Secondly, CRM saves a lot of time on technical actions. It often includes features for matching or sorting information, which is much easier than with an Excel spreadsheet.
It is much easier, for example, to find all the customers who :
Finally, CRMs naturally open up opportunities. Indeed, the initial business of CRM editors is lead generation. Their objective is to provide a tool that is truly adapted to follow the latest trends.
Without further ado, let's take a look at its main advantages.
The advantage of having a CRM system is to have a central database for all customer information. Because the most valuable and important asset of a company is its customers.
Here are the 5 main advantages of a CRM:
Now you're thinking, "That's all well and good, but how do I know if my company needs a CRM? We answer you in the next section.
There are a few situations where a CRM may not be useful.
For example, if you work alone and only need 2 or 3 clients per year to live, a CRM is not mandatory.
This is the case for :
But these are very special cases, even rare.
That's why most companies do need a CRM!
The questions you should ask yourself when evaluating your need for a CRM system are:
If you answered "yes" to any of the above questions, your company could benefit from a CRM system. Adopting one sooner rather than later will help you avoid frustration and future headaches.
By now, you know that a CRM tool is essential to manage your customer relationships in business. Let's get to the heart of the matter, how to choose your CRM?
There are many CRMs to choose from, and many seem similar to each other. In reality, choosing the best one depends on your goals.
To help you, ask yourself these questions:
The biggest mistake many first-time CRM buyers make is evaluating vendors before deciding on their own goals. By focusing on vendors, you end up reverse engineering their offerings to define your needs, rather than focusing on areas of real business value for your company. For example, a mobile CRM sounds state-of-the-art, but if you're only running an on-site inside sales team, it may not be the best solution.
If multiple solutions are really similar, we recommend:
When in doubt, you can call on professionals. LANEfor example, can help you not only to find the most suitable solution for your company on the market, but also to implement it in an optimal and integrated way, while training the people involved.
Small business owners who buy a CRM for the first time often underestimate the number of features they would need.
In addition, using a system that is too complex means that you will have to invest even more in configuration and customization. This can be both wasteful and unnecessary when your challenges can be solved using less robust systems like these CRMs.
In the next section, let's look at the features you need to know if you are a small business.
The most important features of a CRM system are the following:
Of course, a CRM can include other features:
You are now aware of the importance of a CRM for your sales team, you also know how to choose the best solution. It's time to know what tools are available on the market and what an expert can advise you.
It's quite simple: there are hundreds of CRM tools.
Now, serious and professional CRM tools, there are already less, but surely a few dozen...
To make it easier for you, we have selected some tools for you.
Honestly, this is not a frequent question asked by our customers. But it is in the air of time. Indeed, it is always interesting to favor Swiss companies. If you are in this case, you should know that there are Swiss CRMs like Bexio or InvestGlass.
As you have seen, there are a variety of CRM tools available on the market. The choice will depend on the size of your company and your objectives. If you want to know more about these software, our consultants will be happy to help you.
It is now important to know what the CRM trend is for 2022.
If we are to make a global prediction for technology and CRM in 2022, it is that more companies will use technology to eradicate or automate what they don't want to manage. This while getting better results on tasks they are focused on.
The recipe for this is a powerful CRM, automated workflows where possible and a stack of connected applications where data moves freely between your applications.
If you're wondering, How big does your company have to be to have a CRM ? The answer for 2022 is: a company with one employee is big enough.
When you're managing contact information, juggling a busy pipeline, and have customer data to track, you can benefit from using a CRM. These are familiar pain points for freelancers.
So while not all organizations are ready for sophisticated standalone analytics platforms, more and more SMBs are seeing CRM analytics as a must-have, not a must-have.
When you set out to develop your sales process, it is essential to have a CRM that can handle the business efficiently. Because the competition in this market is fierce and there are so many different solutions offering similar functionality, the choices can be daunting.
But don't panic, the experts at LANE Digital Consulting can identify the one that will meet your company's specific needs and create buy-in among your entire sales team.
A CRM, or customer relationship management system, is a software tool used by companies to manage their interactions with customers. The program stores information about the customer and automates certain processes related to sales/marketing campaigns through different channels such as emailings, phone calls, etc.
Whether you sell a product, provide services or deal with customers of any kind, if your goal is to grow your business, you need a CRM. It's often said to cost money, but it generates benefits in return through its effectiveness in building relationships with customers, which translate into sales leads and loyalty over time.
Here are 6 benefits of a CRM to improve your relationship with your customers:
A common misconception about CRM systems is that they are clumsy, complicated and difficult to implement. But modern CRM systems no longer require the difficult setup they used to. They are fast and intuitive to use, eliminate many manual administrative tasks, and can be configured in minutes. This is the case of HubSpot CRM.
However, if you want to use a HubSpot CRM for the first time or if you just want to see the capability of HubSpot, LANE's experts can help you. As a HubSpot partner company, we install and configure your CRM before training your teams in best practices.