Time & again it has been proved that a CRM is the heart of sales. And if you’re still not into a CRM, you must be used to slip-ups or lead loss from your pipeline by now.

If you’re planning to opt for a new CRM then you’ve come to the right place. Here’s an in-depth idea about what kind of CRM would suit your business the best.

Let’s roll…


It’s always a good idea to spend some time analyzing your sales process, before taking the plunge. Find out what’s your most important concern:

  • High customer churning rates?
  • Struggling to meet the sales targets?
  • Difficulties in generating new leads?
  • Customer prospecting taking longer than usual?


Irrespective of the size of your company or business; it’s wise to note down the current systems you have in place. Chuck out all the things from spreadsheets to manual docs & to-do list.

  • Is this going to be a one department solution? Only for the Business Development or Sales team?
  • How willing your team is, adapting to new technologies?
  • How much mobility you need? Do you need the CRM on mobile devices as well?

Answers to the above questions will help you make your list even more precise.   


Here’s the most important part. Budget plays a very important role in deciding what kind of CRM would suit you best. If you’re a startup & bootstrapping your way through, it’s always best to opt for a cloud-based CRM. Easy to get on board, ready to use in a flash. If you’re a medium or large scale business & deal with highly classified data, on-premises CRM is what you should go for.

Next is the pricing. Spend some time going through the offerings of every CRM you’re exploring. Some CRMs play it smart & are not completely transparent in showing the actual prices. Thoroughly analyze the offerings, go through some reviews online & then take a call.

Imagine you getting a fancy looking bike from abroad & struggling to find a mechanic to fix it when required. After sales support is one of the biggest motivators while choosing a CRM & there’s no reason you should ignore this.

Now that you’ve read the guide, we hope you’ll find it easier to implement your CRM strategy. We’ll continue to update the guide as we come across new tactics in the near future.

Need a CRM that is smart & as easy as a toy? SignUp for Wakeupsales CRM today!

Did I miss anything here? Feel free to leave your opinion.

Ankeet P

Our sole motive is to make sales and client management process for businesses as easy as sipping coffee. I work as Marketing, Product and Business Development Expert at Wakeupsales with loads of interest in Cricket.

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