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How to Pick a CRM for Your Startup

  • Thomas Oppong
  • Sep 30, 2019
  • 3 minute read

Young startups are frequently launched by passionate engineers, managers, and clever burning-eyes entrepreneurs. Whenever a business of several people starts its way from the very beginning, it is extremely important to go through the full company life cycle. This means that the company needs to accelerate its revenues.

In the business world, revenues can be accelerated by means of scaling up the volume of customers and sales. This is always regarded as the most important and difficult task that any startup needs to complete. The key to managing a young company’s customers and sales is choosing an appropriate CRM system. 

However when first facing with the need to install a CRM for startup that would fully cover the company’s needs and would match with its goals, and type of company the young entrepreneurs can realize that this mission is something more complicated than just finding the appropriate software. Below we will evaluate the needs of startups and how they interact with the popular CRM features.

Startup Aspects to Consider When Choosing CRM System

Only by taking into account the important aspects of the startup establishment the business owner can make a decision in favour of some CRM system. 

  • Budget – startups should be economically justified, that is why the CRM system desired must be able to provide a better economy for the young project;
  • Simplicity – startups cannot spend tons of time on training. Training the personnel must be easy, convenient and quick;
  • Analytics – startups should grow rapidly while retaining and analyzing their clients in order to better the services and products the startup deals with;
  • Stability – a CRM solution must be the solid and determinate solution which ensures consistency during company growth and staff reduction.

` These four pillars are the basis of each startup and when taking them into account it is possible to distinguish a few simple DOs and DON’Ts that each startupper has to know. 

DON’Ts when Searching for Startup CRM

  • Do not worry about integration. Like collaboration, integration can be just a complement. That is great when a CRM is related to Google Docs, but if it’s not, then who said that the company can’t use Google Docs? You will have a jumble of services no matter what integrations are available. Do not limit yourself and do not dive into the large lists of integrations that are often more distracting than actually necessary. This means that the functions of workflow, SMS and social marketing, which are quite ‘loud keywords’, do not mean anything in practice when deciding and choosing an appropriate CRM. All this can be done whether the CRM chosen is integrable into those systems or not.
  • Do not worry about gamification. Some CRM companies try to motivate startup teams by gamification of the interface and this is a nice feature, but it should not greatly affect your decision when searching for the most reliable CRM software. The real startup force is in its personnel and its inspiration, no software is able to outscore the inspired employee. 

DOs when Searching for Startup CRM

  • CRM must provide scoring, tracking, and sales forecasting. If a CRM cannot do it well it doesn’t matter what other functions it has.
  • Connect analytics and well-choreographed search function. Since the startup is tuned to constantly changing tendencies, employees will need to find the information necessary for their customers, and later they will need to analyze this data in order to plan the sequence of tasks. Try to understand how to find relevant information, and then once chosen CRM will last for years. 

Do not forget that most CRM systems are designed for companies of various sizes, but the one the will fully satisfy the startup goals will be the one most suitable to evolve this startup into a powerful company. Choose your CRM carefully and enjoy your business automation. 

Thomas Oppong

Founder at Alltopstartups and author of Working in The Gig Economy. His work has been featured at Forbes, Business Insider, Entrepreneur, and Inc. Magazine.

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