Choose the CRM system strategically

New Ideas in MarketingEssential news for marketers, summarised by YouGov
June 28, 2021, 5:46 PM UTC

This piece suggests tips that marketers can use to choose the right CRM system for their business.

A customer relationship management (CRM) system manages interactions between businesses and their clients. Zoho CRM, HubSpot CRM and Salesforce are some of the most popular CRM systems. With the right CRM system, companies can effectively track leads and manage contacts, among other functionalities.

Companies should choose a CRM system that provides features necessary for achieving overall business goals like fostering customer relationships and streamlining sales processes. In addition, the right CRM system should have inventory tracking tools, performance tracking tools, and automated sales outreach options.

Marketers should make sure their CRM tools enable them to scale and allow multiple users to access the software. Before finalising a CRM system, marketers should also make sure the system can integrate with third-party applications like chatbots or phone lines.

Read the original article

[13 minute read]