CRM Software Reviews

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Customer Relationship Management, or CRM for short, is the term given to the process that a business uses to manage its interactions with customers. Why it is so popular and is one of those corporate buzz words is that it helps organisations systematically track the activities they have with their customers and prospects.

You most likely already have a system in place to help you track your customers" needs and the conversations you have with them. At the most basic level, it is usually a pen and paper. If you have a desk littered with reminder notes about people to call or email, then you can most likely relate to the frustration that this basic CRM system causes.

Putting into place a system that helps your people manage customers can be a complex task. Hopefully after reading this post this task will seem much more doable.

Do you Need a System?

Firstly, assess whether your business is of such a size that it requires the use of a specific CRM system to help manage customers. As a rule of thumb, I would suggest if you have over 20 active customers and are continuing to connect with more potential customers each week, then you would benefit from a Customer Relationship Management system. If your business has a low number of active customers (regardless of their size) you may be able to function very effectively with a mash of written notes and a database such as Access.

What CRM System should you use?

If you have decided that a CRM system or CRM software for small business will help you, you have some options to look at. Basically, you will be looking for some type of software that can facilitate the tracking of customer details and the history of interaction with them. There are some software options available that are applicable for many different business types and some that are industry-specific. Both these streams have options for Software as a Service (SaaS) - which is basically a web based crm software solution.

For a detailed review of CRM software options available, check out ZNET"s review (see below). This review discusses SugarCRM, Salesforce.com, Microsoft Dynamics, SAP, Oracle and Infor.  SugarCRM has both an open source option and an enterprise option. This piece of software is also very powerful, but we recommend that if you are serious about using any software for your CRM activities, to utilise a paid service. This is your customer history here, so it is worth investing the time and money into streamlining it.

CRM suite by ZNET

SugarCRM

SaaS Options

The options listed above, plus a huge amount of results in Google, will show you CRM software solutions available on a monthly fee amount. The pros for this approach is:

• Low upfront fees to get started


• No specific IT knowledge required to install software


• Available from any computer with an internet connection


• Active support by the software developers


• Flexible account options to fit into your business needs (i.e. different plans)

The cons for using this approach are:

• Possibly more expensive over time than buying software outright


• May be limited with features compared to traditional software available.

Once you have decided which option you will use, spend some time understanding the system and adding your customer details.

If you have used, or are using a CRM software package that you think is worth mentioning, login and leave a comment below.

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Source by Matthew Tibble