For any small business, the process of selecting a CRM system can be intimidating. Businesses must carefully evaluate their own requirements, ask serious questions of various vendors, and identify the key features of CRM tools that will be most important to their organization before moving forward. If you’re a small business in the process of searching for a Customer Relationship Management system, to help you, we’ve created a list of four things that you should look for.

Simplicity and Ease of Use

As a small business, one of the top CRM features you should look for is simplicity and ease of use. Simply put, if your salespeople can’t figure out how to use the CRM software quickly, chances are they won’t use it.

Moreover, the more complicated it is to learn, the more time and resources you’ll have to invest in training. With a CRM that is easy-to-use, your salespeople will be able to find information quicker, which would give them the ability to reach out to more clients.

Ease of Integration

A top feature to look for in CRM is integration. The software should integrate seamlessly with your ERP system and all your other sales tools. It’s much nicer to have access to all of your marketing and sales information at once, without having to constantly flip back and forth between windows.

Commercient SYNC, the #1 data integration platform for business, makes it possible for you to see your ERP data in your CRM. The app keeps you up-to-date with the changes made to your ERP and CRM system simultaneously, as it syncs data in real-time. Additionally, it helps you keep all your salespeople on the same page and same reporting mechanisms by filling your CRM system with data from your ERP system.

Commercient SYNC supports CRMs such as Salesforce, Zoho CRM, and Microsoft Dynamics 365, and ERPs from SYSPRO, Sage, QuickBooks, Epicor, and much more.

Mobile Access

Another feature you should look for in CRM is mobile access. If you have salespeople working in different location, a CRM that allows remote and mobile access is a great option. If your team can’t access what they need from their tablets and smartphones, then it is not a good investment.

When your salespeople are on the road and meeting with customers, your salespeople should have easy access to important data about those customers’ accounts. With mobile access, your salespeople will be able to update and access data easily no matter where they are located, and they’ll be able to provide your customer’s with premier service on the go.

Flexibility and Customization

It’s also important that you choose a CRM system that is customizable and flexible. If the CRM you choose does not support your company’s processes, then you won’t get the full value of your investment. The HubSpot CRM, for example, allows you to add custom fields, select and organize contact columns, filter records, and save custom views easily, among many other features. Plus, you can connect your ERP to HubSpot CRM and over 800 apps with our IoT Pulse.

You also need to choose a CRM that can scale or grow with your business. Your organization may be small now, but based on your goals and performance, it may grow much bigger as time goes by.

If you’d like more information about how you can integrate your new CRM solution with your ERP system using Commercient SYNC, let’s talk.

SYNC ERP and CRM