How Do I Choose the Right CRM for My Business?

Having the right tools can make all the difference when it comes to dealing with customers. A study by Nucleus Research found that putting in place a CRM system can give a return on investment of $8.71 for every dollar spent. Even though this ROI is so high, many businesses are hesitant or have trouble picking a CRM that meets their needs. How can you be sure you’re making the right choice when there are so many to choose from?

This article will help you pick a CRM by showing you the most important things to look for and by introducing HubSpot as a complete solution that works for businesses of all sizes. Let’s jump right in!

Why picking the right CRM is important

A Customer Relationship Management (CRM) system is more than just software; it’s a way to better understand, connect with, and serve your customers. For easy access, the right CRM can: Put all of your customer data in one place.

Make it easier for your team and clients to talk to each other.

Tracking and predicting sales should be better.

Use automation and insights to improve customer service.

It’s not enough to just tick off a list of features when picking a CRM. You need to find a platform that fits your business goals, can grow with you, and makes daily tasks easier for your team.

Step 1: Know what your company needs.

Take a step back and look at your business before you dive into the sea of CRM options. To begin, ask yourself the following:

What hurts you the most? Does your team spend too much time entering data by hand? Are there leads that are getting lost? Finding these problems helps you figure out what features you have to have.

Who is going to use the CRM? What do you do? Sales, marketing, customer service, or all three? Your CRM should be able to meet the needs of all of its users, since each team is different.

Do you have a budget? CRMs like HubSpot have free versions, but often you have to pay for extra features. Figure out your budget to get more choices.

How well does the solution need to be able to grow? If your small business wants to grow, pick a CRM that can grow with you.

Step 2: Important Things to Look For

Most CRMs are not the same. When picking a CRM, here are some features that you should make sure it has:

Interface that is easy to use

If a CRM is hard to understand or use, your team won’t do it. Look for a platform that is simple and easy to use.

Automation

Every week, you can save hours by automating tasks that you do over and over, like following up on emails or assigning leads.

The ability to integrate

Your CRM should be easy to connect to other programs you use, like email marketing platforms, e-commerce systems, or accounting software.

Changing things

Each business is different. Pick a CRM that lets you change the way pipelines, reports, and workflows work to fit your needs.

Stats and Reporting

A good CRM doesn’t just store information; it also gives you information. To keep track of KPIs and make decisions based on data, look for robust reporting tools.

Step 3: What Makes HubSpot Unique

If you feel like you have too many choices, there is good news: HubSpot is a great CRM that is easy to use and has a lot of features. This is why businesses in all kinds of fields love it:

Simple to Use

HubSpot has a clean and easy-to-use interface that makes it easy for anyone to get started right away.

Platform with Everything You Need

HubSpot is different from other CRMs because it combines sales, marketing, customer service, and content management into a single platform.

Plan that’s free and can be expanded

HubSpot’s free CRM has powerful tools like email templates, managing contacts, and keeping track of deals. You can get access to more advanced tools as your business grows.

Smooth Integrations

HubSpot works with more than 1,000 tools, from Gmail to Shopify, to make sure that workflows run smoothly and there are few interruptions.

Insights That Can Be Used

HubSpot gives you actionable data that you can use to keep an eye on your whole sales funnel, test your marketing campaigns, and give better customer service.

Step 4: Try it out before you commit.

A lot of CRMs, like HubSpot, let you try them out for free. Here’s your chance to try out the platform and make sure it works with the way you work. For instance, setting up a demo with Ale, our HubSpot expert, can help you learn more about the platform’s features and figure out how well it fits your business.

Common Mistakes People Make When Picking a CRM

Watch out for these common mistakes to avoid making ones that cost a lot of money:

Having Too Many Features

Having more isn’t always better. Instead of getting distracted by extras, pay attention to the features you’ll actually use.

Not Listening to the Team

A CRM that works well for management but makes your team angry is not likely to be used by many people. Find out what the end users want during the selection process.

Not Training: Even the best CRM needs some training to get you started with it. Make sure that everyone on your team knows how to use the platform correctly so that it can help them the most.

A Real-Life Success Story About Picking HubSpot

Let’s look at an example from real life. A small online store that was having trouble keeping its customer information organised switched to HubSpot. Within six months, their sales productivity went up by 40% and the number of customers they kept went up by 25%. Why? Because HubSpot’s automation tools gave their team more time to close deals and make the customer experience better.

Why HubSpot is Great for Your Company

HubSpot is the best choice whether you’re a solopreneur or a large business because it’s flexible, has powerful features, and has great customer service. By putting all of your operations on one platform, you’ll get rid of waste, learn useful things, and improve your relationships with customers.
Are you ready to try HubSpot?

It doesn’t have to be hard to pick a CRM. Because it has so many features, an easy-to-use interface, and flexible pricing plans, HubSpot is a great choice for businesses of all sizes. Don’t just believe us—see it for yourself! Ale is our HubSpot expert. Book a free demo with him today to see how HubSpot can change your business.

Drop us a line here, and let’s understand how we can help you.