Choosing a CRM Solution For Your Business: Common Pitfalls to Avoid

CRM 4Customer relationship management (CRM) software tools can help to boost a company’s productivity and profitability. However, you need to be careful about choosing the right CRM solution for your business needs. This article details the pitfalls you should avoid while selecting a CRM system.

Not Thinking about End Users

First, inform the end users in your company the benefits of using a CRM solution. Explain to them how it can help the organization reach important goals such as increasing revenue, lowering expenses, saving time, and automating processes. Get them onboard before you invest in a CRM tool.

Not Selecting a CRM Application that is Mobile-friendly

The CRM solution you use should be accessible for sales reps in the field. This will enable them to make real-time updates on the go. Desktop CRM applications were designed for management in offices, so make sure you select a CRM system that is accessible on mobile devices.

Selecting a CRM Application that Cannot Scale

Many companies plump for a CRM program based on their current business needs. But you need to keep in mind the future as well as your business expands and brings in more customers and orders. Therefore, take care in choosing the right CRM solution so that it can scale up to accommodate your company’s growing requirements.

Ignoring Social Media

Social media is all the rage today. Therefore, make sure your CRM system offers social media integration to enable you to interact with customers. Your employees can listen to your customers and engage with them actively on Facebook, Twitter and other social networks. This can help you get important customer insights and build long-term relationships with your customers.

Not Integrating with Other Systems

You should be able to integrate your CRM program with the other business systems you use. A study reveals that companies that integrate their CRM with their email generate more revenue.

Being Too Ambitious

Some companies set overly ambitious goals for their new CRM tool. They deploy functionalities that confuse users. The way out is to implement a multi-step approach that starts with quick victories that provide high value swiftly. This will motivate users and help you gain more from your investment.

Not Using Metrics for Measurement

You should implement a CRM program with solid goals in mind. To measure effectiveness, you should have metrics for measuring how the CRM tool affects the concerned business areas. Make sure to use these metrics regularly to keep track  of progress and success.

Main Uses of Five Top CRM Solutions

To help you further, we look at five top CRM tools and their main uses for businesses:

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1. Booker


Main Use: Manage your business anytime, anywhere

Booker is a cloud CRM solution that makes it easy for users to access and manage their business 24/7 from both desktop and mobile devices. Your customers can book appointments and classes – even beyond business hours – from your company’s website, mobile app, or social accounts.

2. Velocify


Main Use: Accelerates sales performance

Velocify is a web-based CRM program that controls and analyzes high levels of sales, and organizes all data in one platform. The application can be used to automate your sales management, sales enablement, lead management, and customer relationship management.

3. Uservoice


Main Use: Gives a bird’s eye view of your customers

Uservoice is a SaaS CRM software that enables users to collect information, analyze trends, and study market movements to help them understand their customers better. It is an ideal CRM and collaboration system for customer-focused personnel such as product managers, support managers, and customer service executives.

4. Veeva CRM


Main Use: Multichannel CRM for the life sciences industry

Veeva is a fully integrated multi-channel CRM system designed for the life sciences industry including healthcare organizations, medical institutions, and drug companies. The software can also be used in a general corporate environment.

5. Kickserv


Main Use: Powerful yet easy to use

Kickserv is a SaaS CRM that is designed as a simple tool to ensure your employees learn to use the tool easily and quickly, and spend their time focusing on more important activities such as pursuing sales opportunities and satisfying customer needs. The vendor claims the tool is used by service providers in more than fifty industries. You can use the application to plan complex schedules, create reports and invoices, track jobs, and manage sales.

Adam Goldberg

By Adam Goldberg

Adam Goldberg is a senior market research analyst and one of the key customer experience technology and CRM pioneers working for the FinancesOnline review team. He has been cooperating with FinancesOnline for over 5 years now. During that time Andrew has analyzed more than 2,000 CRM solutions and he’s well-known for his honest reviews and his unique perspective on challenges and opportunities posed by customer-centric innovation. He’s a strong believer in business process automation and the role it plays in customer data management, conversational intelligence, and customer engagement. His work has been mentioned in many major publications and media sites, including MSN, Springer, TheNextWeb, and CIO.

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