Top CRMs: Criteria to be at the Top

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chandon
Posts: 10
Joined: Tue Dec 17, 2024 3:07 am

Top CRMs: Criteria to be at the Top

Post by chandon »

Top CRM is similar to 'Top of Mind', each one has one in his head. In this case, each company should have its own ranking of CRMs in mind because, depending on its needs and other types of criteria, one CRM system is better than another. Each company that has salespeople with great sales qualities probably makes it different in its sector. That is why by following some guidelines, you will find the CRM that best suits you. In short, the one that fits you 'like a glove'.




top crms criterio
Top CRM, what questions to ask yourself?
Thinking that there is a universal CRM, common to all companies – large, medium and small – is a mistake, because each business, just as it has specific needs, has an adapted and almost personalized bulk sms jordan CRM solution . But what is the CRM made for you? We have to ask ourselves certain questions within our organization, a prior analysis, but what are the criteria that my company has to follow to choose the CRM that is right for its needs?


the best crms
Criteria to take into account when creating the 'Top CRMs' for your company:
A) CRITERIA RELATED TO THE PARTICULARITIES OF YOUR COMPANY:

1.- Number of employees : there are CRMs that allow a very small number of users, how many people in your company would use this tool? 2.- Customer service orientation . When you embark on the management of a CRM platform, you do so with a view to creating a better relationship with your potential customers, so this point must be paramount for your business: what do you want to know about them? The more you know, the better; personalization leads to the desired loyalty, as we saw in a previous article on Relationship Marketing strategies . 3.- Sector in which you are specialized (consultancy, administration, an events agency...), as well as the main functions that you carry out or perform in your company related to:

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sales and/or customer contact,
measurement/record management,
content management,
analysis of sales results,
sales forecast/flow ,
storage and status of contracts, etc.
You can manage all of this from the efficy platform .

4.- Control of your own tasks and those of each employee: do you want to know who does what? Avoid duplications in daily tasks by knowing the functions that each one has performed.

B) CRITERIA IN RELATION TO THE CRM PLATFORM:

1.- Costs : how much money are you willing to pay for this service? At efficy, you can sign up for a paid plan from €20/month. 2.- Ease of use : what level of knowledge do the people who are going to use this sales management program have? It follows our motto: 'the simplest and most useful CRM'.
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