{"id":28753,"date":"2021-10-29T16:42:00","date_gmt":"2021-10-29T11:12:00","guid":{"rendered":"https:\/\/email.uplers.com\/blog\/?p=28753"},"modified":"2022-02-18T12:05:26","modified_gmt":"2022-02-18T06:35:26","slug":"how-to-choose-the-right-crm","status":"publish","type":"post","link":"https:\/\/email.uplers.com\/blog\/how-to-choose-the-right-crm\/","title":{"rendered":"How to Choose the Right CRM"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\"><strong>Why now?<\/strong><\/h3>\n\n\n\n<p>When you find the right CRM for your business, it feels like hopping into a new car. You didn\u2019t know what you were missing. That new car smell, the hum of a brand new engine, and the softness of clean upholstery will make you wonder why you didn\u2019t do it sooner.&nbsp;<\/p>\n\n\n\n<p><em>Also wondering how filthy your car has gotten in the last 18 months even though it feels like you haven\u2019t gone <\/em><strong><em>anywhere<\/em><\/strong><em>, but I digress.<\/em><\/p>\n\n\n\n<p>The problem is finding the right fit. Shopping for a CRM (Customer Relationship Management) tool doesn\u2019t have the same conveniences as walking on to a car lot.<\/p>\n\n\n\n<p>You have to find the right fit for your business. (Easier said than done, right?).<\/p>\n\n\n\n<p>But once you\u2019ve found that magical sweet spot, it feels like you\u2019re finally getting a handle on the health of your business and how to keep it running like a fine-tuned machine.&nbsp; Like a Mazeratti.&nbsp; Or a sleek and sporty minivan with 50 cupholders and enough storage for a Christmas tree.&nbsp; Whatever floats your boat!<\/p>\n\n\n\n<p>The Cinderella-slipper CRM should:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Reduce repetitive tasks<\/li><li>Integrate your information in a cloud system<\/li><li>Prevent multiple access\/platforms and consolidate it all in a single system<\/li><\/ul>\n\n\n\n<p>So let\u2019s dive in!<br \/><\/p>\n\n\n\n<p><strong>In this blog post, we\u2019ll help you:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Define your business\u2019 needs for a CRM<\/li><li>Identify what to look for in your next CRM to meet your business needs<\/li><li>Narrow down the options for your next CRM<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><em>Define Your Business\u2019 Needs for a CRM<\/em><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Defining your business needs for a CRM starts with what business you\u2019re in, and whether you\u2019re selling services or a product.&nbsp;&nbsp;<\/strong><\/h3>\n\n\n\n<p>From there, ask yourself the following questions:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>What tools do you need in an email integration, or to integrate with your current email service provider?<\/li><li>Do you have any custom tech or platforms that need special integration or custom development work?<\/li><li>What is your budget?<\/li><li>How many people do you need to get access to your email service provider?<\/li><li>How many subscribers do you have?<\/li><li>What is your list size?<\/li><li>Are there special ways to measure conversions for your business? E.g. phone calls, orders, deals registered in a certain stage, etc.<br \/><\/li><\/ul>\n\n\n\n<p>Look at your business from all angles, especially relating to things you track or perform on a daily, weekly, and monthly basis.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Lastly, what outcomes are you looking to achieve?&nbsp; Is it better:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Sales reporting&nbsp;<\/li><li>Pipeline management<\/li><li>Financial performance improvement<\/li><li>Supply-chain management&nbsp;<\/li><li>Report reporting? <em>&nbsp;<\/em><\/li><\/ul>\n\n\n\n<p><em>Just kidding on the last one, unless you like reports just for reporting-sake.&nbsp;&nbsp;<\/em><\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/xgTxocjfoS1VfpiYtAYYwuGkGCYQ-tIjO1emrqKOqzc1iob8jXgP9PvnQgZEWiPvJC7-2P9AB_f42DnypDfW0hSl6dq0u347F8Dg2Y3eltpEwUr0eeTGVsU5Nlmpk46FtkkksTzZ\" alt=\"\" width=\"371\" height=\"199\"\/><\/figure><\/div>\n\n\n\n<p>Every business is different, so there is no one-size-fits-all approach to a CRM.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Take your time gathering your business requirements.&nbsp;&nbsp;<\/p>\n\n\n\n<p>This way you\u2019ll make the right selection and not waste valuable time and money down the road.&nbsp;&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><em>What To Look For In a CRM<\/em><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Short answer:&nbsp; Is it usable? Does it meet your specific needs?<\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Long answer: It depends.&nbsp;&nbsp;<\/strong><\/h3>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/nBXUInW7EIt9m0YjSArdRMQWEcJpsVWU0PSRV6nfQLGPbEwus5Crk2J0kzb6gwErGHywSV8Bj9r-_MdtzF_0TreHtEQCaJjQzzWzUjB80emOh90y6GkrxKS5cQcywvuZtI2rGQhs\" alt=\"\"\/><\/figure><\/div>\n\n\n\n<ol class=\"wp-block-list\"><li>Usability<\/li><\/ol>\n\n\n\n<p>Think of a member of your team (you know you have one) that can\u2019t spell \u2018IT\u2019- would it be easy to use for them?&nbsp;&nbsp;<\/p>\n\n\n\n<p>Sure, you can find the fanciest CRM tool out there.&nbsp;&nbsp;<\/p>\n\n\n\n<p>But if people can\u2019t figure it out and therefore refuse to use it, then what\u2019s the point?<\/p>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\"><li>Your needs&nbsp;<\/li><\/ol>\n\n\n\n<ul class=\"wp-block-list\"><li>Do you need a drag and drop email builder?&nbsp;&nbsp;<\/li><li>Do you do custom coding in-house or rely on a templated tool to design beautiful emails?<\/li><li>What custom integrations need to be factored in?<\/li><li>Would the CRM integrate with your current tools?<\/li><li>Does it place nice with your website?<\/li><li>What is the reporting like?&nbsp; E.g. Export functionality, integration with other systems, mobile friendly, etc.&nbsp;<\/li><li>Does it create reports you need for your business?&nbsp; And if so, does it require extra coding\/development to create the reports you need?&nbsp;&nbsp;<\/li><\/ul>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\"><li>Your goals<\/li><\/ol>\n\n\n\n<p>It could be the largest, most globally recognized cloud\/CRM provider out there that happened to rename the Golden State Warriors\u2019 sports arena.&nbsp;&nbsp;<\/p>\n\n\n\n<p>But if it\u2019s more buck than bang, then it\u2019s not the right fit for you, and doesn\u2019t help you meet your goals.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><em>Narrow Down Your Options for a CRM<\/em><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Congratulations!<\/strong><\/h3>\n\n\n\n<p>You\u2019ve gotten SUPER CLEAR about what your business needs are, and what to look for in a CRM.<\/p>\n\n\n\n<p>So LET\u2019S GO SHOPPING.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/Lv_D8C8PHcKhjIMdjW2mm2aly3elCbYZK0AV-eaiKG04rIAP7refbaHSwqFGNjtqFXcxHgWdJofUlAcG8FRfGlUVejbH3bzjUoOBNveFSGCASAyQwrd0OHgFPtVNjW-3sge_aWDf\" alt=\"\"\/><\/figure><\/div>\n\n\n\n<p>I\u2019ll give you my top three recommendations.&nbsp;&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>TOP RECOMMENDATION:&nbsp;<\/strong><\/h4>\n\n\n\n<h5 class=\"wp-block-heading\"> <strong>ActiveCampaign<\/strong> <\/h5>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/i4Q8OGmy2vDxhX79LZXAe_ahnVUrAI0jn3BefNcHAlbkP6iW0roat6n48MXVauRia8DeQjbcj9sfW76Z1a_WGBQt54Nlm944OXFqA85zoysr2PzeaMGLgcaqLZnmRJdbNN3Fg9qj\" alt=\"\" width=\"225\" height=\"118\"\/><\/figure>\n\n\n\n<p><strong>Plain and simple, ActiveCampaign will get you the biggest bang for your buck.<\/strong><\/p>\n\n\n\n<p>Best of both worlds for CRM <strong><em>AND<\/em><\/strong> email building\/automation.<\/p>\n\n\n\n<p>You can segment your audience very easily.<\/p>\n\n\n\n<p>The automations are in an actual visual map instead of a confusing list.<\/p>\n\n\n\n<p>Their email template builder is SUPER flexible.<\/p>\n\n\n\n<p>AND you can track website behavior of your contacts to see what they\u2019re browsing before they buy.<\/p>\n\n\n\n<p>They do not have a free version, but if you\u2019re serious about email marketing for your business, I HIGHLY recommend investing in a tool like ActiveCampaign.<\/p>\n\n\n\n<p>I use it for my own business and have migrated several clients over to it who also love it.<\/p>\n\n\n\n<p><strong><em>BONUS:<\/em><\/strong><strong> They have a tiered package that offers a CRM (Customer Relationship Manager) that can help you keep track of your sales pipeline if you\u2019re a service-based business.<\/strong><\/p>\n\n\n\n<p>To learn more, click <a href=\"https:\/\/www.activecampaign.com\/?_r=1Y6TMVEU\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a><\/p>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>BEST FREE VERSION: HubSpot<\/strong><\/h5>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/F_a7s9tVUbdWm0ZWKXC4Y2AOelc8MrezBpfm8T24abehwJby_U_w_ipPgqJm89jVm6Tdl5FLRlB3GwAlLDCXXWeUW58haDzMCaTZDP5kIS2XMn6HtF7KIbZTiFhW7D9y5dfvZC7C\" alt=\"\" width=\"178\" height=\"96\"\/><\/figure>\n\n\n\n<p><strong>HubSpot offers a CRM with free tools for everyone on your team.<\/strong><\/p>\n\n\n\n<p>Every area of your business can be managed from sales to customer service, with full visibility into your sales pipeline and contact management.<\/p>\n\n\n\n<p><strong>Their contact records are automatically updated with data from over 20 million businesses, while giving you more tools to reach out to your customers and prospects from meeting scheduling to live chat.<\/strong><\/p>\n\n\n\n<p>To learn more, click <a href=\"https:\/\/www.hubspot.com\/products\/crm\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a><\/p>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>BEST FOR E-COMMERCE: Klaviyo<\/strong><\/h5>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/RezZPOtzCQd9B0R2z5zyh15Xp__VXwPD7-pLera7b42sd_lkUeNKiyQI-5fuhk32aWjM9JSVQsI2nNT1QF6iOUX9rCBpfqUR4AhaaCa6eWhdnEljCRqs4Hszo_d1hHPtWfhrqxl0\" alt=\"\" width=\"225\" height=\"125\"\/><\/figure>\n\n\n\n<p><strong>If you\u2019re selling products online, Klaviyo is incredible!<\/strong><\/p>\n\n\n\n<p>I\u2019ve worked in top dollar CRMs and <a href=\"https:\/\/email.uplers.com\/blog\/things-consider-selecting-email-service-provider\/\" target=\"_blank\" rel=\"noreferrer noopener\">Email Service Providers<\/a> that can\u2019t do what Klaviyo does.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Not only does it integrate with most retail and e-commerce platforms, it also analyzes trends to help uncover opportunities.&nbsp; <strong>PLUS<\/strong> it uses various marketing tools to help you reach your customers in the way they respond to best.<\/p>\n\n\n\n<p>Klaviyo also harvests your customers\u2019 purchasing data and can predict when they will order next. It\u2019s so cool!<\/p>\n\n\n\n<p><strong>For real, if you\u2019re planning to sell products online (or at a brick-and-mortar store) check it out.<\/strong><\/p>\n\n\n\n<p>To learn more, click <a href=\"https:\/\/www.klaviyo.com\/partner\/signup?utm_source=0010V00002OaYKO&amp;utm_medium=partner\" target=\"_blank\" rel=\"noreferrer noopener\">here\u00a0<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><em>Summary<\/em><\/h2>\n\n\n\n<p>Running a business is a lot of work.&nbsp;&nbsp;<\/p>\n\n\n\n<p>But it doesn\u2019t have to be hard work, if you have the right tools in place.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Investing your time and resources to find the <a href=\"https:\/\/email.uplers.com\/blog\/integrating-crm-with-email-automation\/\" target=\"_blank\" rel=\"noreferrer noopener\">right CRM for your business<\/a> will pay off in the long run.\u00a0\u00a0<\/p>\n\n\n\n<p>Especially when you start to see the benefits of streamlined system access, smooth pipeline management, and Norm no longer calling you (not messaging you) for help converting a Word doc to PDF.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Or removing the cat filter from his Zoom profile.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Let him keep that cat filter.&nbsp; It\u2019s good for ALL OF US.&nbsp;&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/CNz4rUXbgLH15JUulbOYcg-kp5iKroUdbeYS0aiL_Jt9K4Zi65QVT0F5TPoOvFD2mUHqikRMsjGZr2iEmIxRd0B038hCGyJIqCY-V2GGKztMH1M1pceTRMnJueaHGCFPoMBwO8Gv\" alt=\"\"\/><\/figure><\/div>\n","protected":false},"excerpt":{"rendered":"<p>How to find the perfect fit CRM for your business? Emily McGuire, CRM &#038; Email Marketing Consultant Principal, Flourish &#038; Grit helps us through&#8230;<\/p>\n","protected":false},"author":62,"featured_media":28758,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1186],"tags":[],"class_list":["post-28753","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to choose the right CRM for your business<\/title>\n<meta name=\"description\" content=\"Choosing the right CRM software can help grow revenues &amp; streamline operations. Learn how to choose the right CRM for your business. Read more.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/email.uplers.com\/blog\/how-to-choose-the-right-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to choose the right CRM for your business\" \/>\n<meta property=\"og:description\" content=\"Choosing the right CRM software can help grow revenues &amp; streamline operations. Learn how to choose the right CRM for your business. Read more.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/email.uplers.com\/blog\/how-to-choose-the-right-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"Email Uplers\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/email.uplers\/\" \/>\n<meta property=\"article:published_time\" content=\"2021-10-29T11:12:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-02-18T06:35:26+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2021\/10\/image_2021_10_29T12_07_56_858Z-540x282.png\" \/>\n\t<meta property=\"og:image:width\" content=\"540\" \/>\n\t<meta property=\"og:image:height\" content=\"282\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"EMILY MCGUIRE\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@email_uplers\" \/>\n<meta name=\"twitter:site\" content=\"@email_uplers\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"EMILY MCGUIRE\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"7 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/email.uplers.com\/blog\/how-to-choose-the-right-crm\/\",\"url\":\"https:\/\/email.uplers.com\/blog\/how-to-choose-the-right-crm\/\",\"name\":\"How to choose the right CRM for your business\",\"isPartOf\":{\"@id\":\"https:\/\/email.uplers.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/email.uplers.com\/blog\/how-to-choose-the-right-crm\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/email.uplers.com\/blog\/how-to-choose-the-right-crm\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2021\/10\/image_2021_10_29T12_07_56_858Z.png\",\"author\":{\"@id\":\"https:\/\/email.uplers.com\/blog\/#\/schema\/person\/79de45c119aae3623f480d3930fe334a\"},\"description\":\"Choosing the right CRM software can help grow revenues & streamline operations. 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With lessons learned over a decade in tech, sending thousands of email campaigns, and earning clients over $80 million in email campaign revenue, Emily loves sharing the mistakes and strategies of email marketing done well. You\u2019ll typically find her with a cup of coffee in hand because #momlife. When her head isn\u2019t in her laptop, you can find her chasing her kid, reading a book, or binging trashy TV.\",\"sameAs\":[\"https:\/\/www.flourishgrit.com\/\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to choose the right CRM for your business","description":"Choosing the right CRM software can help grow revenues & streamline operations. Learn how to choose the right CRM for your business. 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