CRM or Customer Retail Management software has now become an integral part of both small and large retail businesses, so it’s pretty much a necessity these days to ensure optimal client management, retention and expansion. But there are so many options out there that making the right choice can be quite confusing. To get through this confusion and find the right CRM key features in your customer management system, take a look at the following tips.

Understand the Differences

CRM software differs from each other in terms of sales intel, analytics, campaign management, operations, customer relationship, etc. and that’s why you need to understand the software in question to know whether or not it would be the right fit for the kind of business that you are in.

Customization Options

Even if you find a CRM tool that’s built for your business niche, it should offer a decent level of customization so that you can fine tune it to suit your business’s unique needs. Some common examples of customization options which an ideal CRM software should offer include the ability to add filters, tags and custom fields.

Mobile Compatibility

Mobile compatibility is a must have feature really and almost all major CRM tools offer mobile-CRM for facilitating instant access to the system at any given time and from any location. However, you need to be careful while selecting a mobile compatible CRM solution because it must have the following features.

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  • Highly secured restricted access for authorized individuals only
  • Compatibility with Android and iOS
  • Incorporation of customizable, smart forms for convenient access by authorized personnel
  • Option to remotely wipe data or restrict access for emergency situations such as a stolen or misplaced device

Scalability

As a business, you should expect to grow bigger in the coming years and your CRM software should be scalable enough to allow for that growth and keep up with it at the same time. At the very least, you should be looking for features such as the ability to add more users and sections as and when required. Sometimes, you may need to cut down the size of your business as well under certain situations and a scalable CRM tool allows for reduction in size as well.

Software as a Service (SaaS)

When a customer retail management system is SaaS based, your initial investment amount is quite low and that’s why they are the most popular and sensible options these days. You are free to start small and gradually increase your subscription facilities as and when your business grows bigger. As SaaS CRM services are all cloud based, they also allow for instant access from anywhere in the world and automatic upgrades, when required.

Shortlist your CRM solutions based on these five criterions and choosing the right software should become much easier. Going with the cheapest offer isn’t always the best decision when it comes to choosing a customer management system, but if a software ticks all these boxes and offers a good deal, you might have just found your winner!

Posted by Wendy Dessler

Wendy is a super connector who helps businesses find their audience online through outreach, partnerships and networking. She frequently writes about the latest advancements in digital marketing and focuses her efforts on developing customized marketing plans depending on the industry and competition.

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