7 things to consider before implementing CRM for your business

ou have heard about CRM and the advantages it can provide to your business and looking forward to implementing it to your business. 

Implementing CRM is a big change for most businesses. Whether it is a streamline or increasing sales, no matter why you want to implement it in your business, CRM stands for all your needs. It has been a major factor in the success of many companies. 

Implementing a CRM system can be exciting and overwhelming all simultaneously. Still, there are several things to consider before signing on the dotted line. 

1. Set out your goals and objectives

Setting out your goals and objectives is the most important thing to consider. How do you know what you want in your CRM software without goals and objectives?

After all, when putting in a new system, there is no point in adding something out of alignment with your company's goal. 

When considering a CRM system, it is important to research, gather as much information and data as you can, and develop your objectives. You will want to map out all of your requirements based on how you want the CRM implemented and which pieces of it you want to use, etc. It is important to think through what each piece of the CRM will do for you. 

It is important to set out overall goals and objectives by observing some of the following questions; 

  • What business challenges do you want to solve?
  • How sophisticated is your business sales and development work?
  • Using CRM will focus more on existing clients, new business, or both?
  • Which initial processes do you need to adjust to make the best out of the investment?
  • How CRM performance will be measured and evaluated. 
  • If there is any other software that CRM software integrates with?

Be sure you have outlined your objectives properly to guide your search for the right CRM software.


2. Pinpoint which features and functionality you need

When you are done with identifying your goals and objectives, you need to make a list of functionality requirements and sum up the priority of each requirement. Your list should include some must-have, non-negotiable, and it should also contain some nice-to-have that you may be able to work without but will be cherry on top.

Most CRM software offers a similar set of features like leads, the ability to add the track contact, companies, updates, opportunities, etc. Still, every platform is different regarding feature set and level available customization. So make sure you don't invest in a slew of features you don't need.


3. Research for CRM that perfectly fit your firm

Different CRM software is modeled according to different company sizes, from startups, enterprises to small businesses. With a diversified level of sophistication, it is important to choose a tool that best fits your firm's size and level of CRM sophistication that is accurate.

It's best to choose CRMs that feature highly customized, rich and can be tailored to align much accurately to your firm. 


4. Choose a system that works well with other technology

CRM software integrates different modules of an organization together. The strength of the system is how easily it integrates the other technology.

If your firm uses project management software, marketing automation, perhaps a client portal, or whatever your existing software, it should work well with the CRM software you choose. Also, make sure it has capabilities to meld with your email service provider and any other client-facing software your firm uses. 


5. Focus on mobility and ease of use 

Usability is a critical factor for choosing the right CRM. You should look for software that has an intuitive interface and makes things easy to do for you. Every solution makes things work in their own way, so it would be best to find a tool that takes minimal time for learning and training. 

Make sure you look for a CRM that is accessible from any browser. Since your users must be free to choose their browser and your employees working remotely, you should go for a solution with a solid mobile app. 


6. Read peer reviews and schedule a demo


When you are done shortlisting some suitable solutions, you should schedule a demo to know what CRM experience is like. 

Try to be specific; however, the demo environment of most of the solutions is set up to place the toll in the most possible positive light. The best you can do is leverage a free trial if available. 

Also, pay attention to the 3rd party reviews and ensure that the solution you choose has good reviews, especially in the zone that best fits your firm requirements. 


7. Be practical about total investment.

Set up your budget and how much time you are willing to devote to CM preparation and ongoing operations, whether it is your own time or your employee's time. 

Look for a solution that melds your budget and time commitment. Prepare to spend a fair quantum of time setting up tools and training your employee.

Also, compare the pricing structure of CRM software providers that will help you choose the justified and fair solution. 



Before you implement CRM software in your organization, it is necessary to consider some advantages, disadvantages, and best financial and non-financial practices. This will aid you during the launch of your CRM. If you are looking for a one-stop solution to conquer chaos and create predictable growth, we will help you!