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Enzumo are Australia's largest and most experienced financial services advisory and implementation group. With a team of more than 30 specialists, we help large corporates, dealer groups and financial planners harness the power of technology more effectively.

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Selecting The Right CRM For You

Selecting The Right CRM For You

Customer Relationship Management (CRM) software is now commonly the hub of the business. It’s the first thing that your employees log onto in the morning, it’s where all your valuable data sits, and if effective, it will be a software that will be able to perform multiple functions assisting teams to reduce the amount of time spent on strenuous and mundane tasks.

 

Being such an important factor in any business, it is equally important to make sure that you are choosing the right CRM. Finding a system that not only can protect your database of clients, but also one that is easy enough for your team to adopt is ideal. Not finding this fit can often lead to just another piece of expensive software not fulfilling its purpose.

 

There are a couple of things to keep in mind when selecting a CRM.  Firstly, what are your goals of the software? Are you looking for something that assists you to meet your compliance needs? Or are you looking to improve your productivity of producing advice for your clients? Whatever your goals are, they need to be aligned with the software you choose for the best outcome.

 

Secondly, implementation and user adoption are key components to successfully implementing your CRM.  In any instance that you a changing or introducing new software, there needs to be a strong emphasis on the implementation of it. This might mean investing some time in training and ensuring your team is comfortable with the new software. It is important to ask the provider what services they can give to assist with this transition.

 

Lastly, and one of the most important factors, is to keep in mind the ability for the CRM to be customised.  The main function of most CRM’s is to effectively and efficiently increase productivity of business processes. As everyone’s business processes are different, it is important that your CRM is adaptable to handle your unique business that will most likely evolve over time. Finding out if the CRM can do this and the ease of this is important. You may need to outsource a consultant to help you customise it, or you might be able to do it in house. Either way, it is best to know from the get go.

 

To get you started, here are some good questions you should be asking when choosing your CRM:

  • What kind of business is it built for? Is it industry specific?
  • How easy is it to use? Can I easily train employees?
  • How customisable is the software?
  • What features are available to help me with sales, marketing and other aspects of the business?
  • How easy is it to integrate with other solutions I already use?
  • What limitations are there to using the software?
  • What is the total cost of the software? Are there any setup or additional fees? What if I need to add more users?
  • What type of security features does it have to protect my business and customer data? What happens in an outage?

 

Implementing new software can be daunting, however asking yourself and the provider the right questions will give you the best chance of getting the most from your CRM. Let us know how you go, and if you are still struggling with XPLAN make sure to reach at to us on 1300 720 276 or hello@enzumo.com.

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