The basic reason people go to a CRM is that it makes things easier to run a business. A CRM enables the sales folks to do more, in a better way… which in return benefits the entire business.

With time, many people have started realizing the fact that a CRM actually helps. Next thing is that they adopt a CRM & think they have done just enough. That’s where the problem lies. There are tons of CRM apps available in the market & choosing ‘just any CRM’ out of the lot can be a BIG Risk! What if the CRM doesn’t align with the way your business performs. What if the CRM isn’t flexible enough or simply not meant for you?

Why choose a CRM that doesn’t work out for you? Let’s discuss a few factors which determine if you’ve chosen the right one.

Excessive Data Entry

Excessive Data Entry

There simply can’t be any time wasting with a CRM. Your sales team should focus on selling, rather than having to update the CRM time and again. Otherwise, the chosen CRM is a misfit for your business.

The best decision would be to choose a CRM that lets you upload bulk data or simply adds leads automatically from your websites.

Long Adoption Cycle

Long Adoption Cycle

In my opinion, a CRM shouldn’t take more than a few minutes to get started. And not more than a day to start working. Anything more than this is simply not good enough.

After all, a CRM is supposed to make things easier. If the onboarding process is complex & time-taking… there’s no point in investing one more second in that CRM. Forget about the burden of bringing the entire team onboard!

Always choose a CRM that’s easy as hell & its maker provides ample support in a matter of few clicks.

Poor User Experience

Poor User Experience

In today’s world, it goes without saying that ‘user experience’ is one of the most important factors in any business. In this case, no one would love to spend their time with the CRM if it’s slow, unresponsive or buggy.

More importantly, if your sales folks are not feeling at home with the CRM… maybe there’s an issue.

One of the wisest ways to avoid such a scenario is to check if the CRM is giving Free Trials. Never a bad idea to make the most of those free usage periods & assess how the CRM fits into your work.

Lack of Flexibility


Lack of Flexibility

Not every business follow the same sales cycle. The art of selling is fluid & every sales path can be different from each other. In such cases, if your CRM is rigid enough… it won’t do you any good.

Ideally, a CRM should be able to add leads for you from multiple sources & let you carry out the sales cycle through different paths. If required, it should be customizable too.

Always choose a CRM that everyone wants to use. If you’re on the lookout for such a CRM, I’d recommend Wakeupsales CRM. It’s smart, easy & has been voted as the CRM of the Year 2017. Plus it gives you a 1 month all-inclusive Free Trial 🙂

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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