There are five basic steps to choosing the right marketing CRM for your business. This includes determining your budget, ranking the features you need, getting to know the features your team needs most, researching your options and your top team CRM options. test to get the best to meet the needs of your business.
Calculate your budget
The starting point for choosing a small business marketing CRM is understanding how much you can afford to spend on software per month or per year. Many CRM companies charge per user, so divide your monthly budget per user. Then decide if you can pay each year. This is important because most major CRMs offer discounts of up to 20% if you can afford an annual subscription to the software.
List required features
To list the features you need, make a list of what you want your business to be able to do or achieve with a marketing CRM. Some examples might be getting more information about leads or clients, generating new leads, sending segmented emails, automating tasks to save time, streamlining communications with leads or clients, solving customer problems more effectively, or predicting revenue.
Get feedback from your team
From your point of view, the list of required functions can be exhaustive. But your team members may think otherwise. It's important to keep track of your teams on your list so they can add features they know are important to achieving their business goals. Be thorough in this. Allow team members from different parts and levels of your organization to add the features they want.
Explore your options
Now that you have a complete understanding of the list of features that you think will make your CRM more useful to achieve your business goals, do a simple Google search for "best marketing CRMs". Review the resulting lists of marketing CRMs and their features to determine the two or three options that best fit your budget and feature requirements.
Check your options to choose the best option
Most small business marketing CRMs have a free initial version or a free trial. Use one of these options to test your CRM list for free, then let your team try out each piece of software and give you feedback. Choose the CRM that you think best fits your business needs.