Key decisions when choosing CRM software

When choosing between different CRM systems, there are a number of key decisions that a business needs to make. Today, we're going to take a look at what we consider the most important considerations.

Users vs. non-users

CRM software can be invaluable to a number of different departments, including sales, marketing and customer service. This means it is a good idea to double-check just how many people are going to actually use it. This can affect which software is chosen, as some packages may be more expensive when required to serve a large number of staff. Licensing could also be an issue.


It is also important to take a look at how well the software in question will integrate. Does the company have different connectivity issues with different departments? Can a particular batch of software facilitate connections with all of the departments, and can it do so seamlessly?

Are you including social marketing?

Social media marketing can be an extremely effective method for building detailed profiles of customers. However, it is not necessarily the right approach for every company. For those that do want to make use of social marketing, it is important to make sure that their CRM is able to link up with social media accounts and can relay all of that information to different accounts. 

Your place or mine?

Do you want to take control of the software or just subscribe to an online service, many technology article talk about clouds and online services, but if you not the kind of business that has the opportunity of an internal IT department then go cloud and find a solution provider like MyCRM.

Do you go for mobile?

Finally, it is a good idea to make sure that mobile connectivity is included within the software. If you are targeting the mobile device market, then the CRM also needs to target it.


Many needles one CRM haystack.

After spending just over 15 years working in the CRM advisory and technology space, experience allows me to bare reference on what is good and what is not so good.  Ass a CRM provider in 2014 and as a Company MyCRM would only recommend Microsoft Dynamics CRM as a cost effective fit for purpose generic business platform that can empower business owners to not only manage customer relationships but drive sales and manage marketing in an effective and pro-active manner.   

Source: Business 2 Community

About MyCRM

MyCRM has over 20 years’ experience in helping small to medium sized businesses understand and implement CRM as a technology and CRM as a process.  We can help drive adoption and ROI in businesses and organisations that are implementing a marketing solution through a CRM like Microsoft Dynamics.  You can read our customer testimonials here

MyCRM don’t only provide a managed service but also off a range of product solutions which are off-the-shelf extensions to enhance CRM productivity, along with dedicated support packages to meet business requirements.

We offer from our own fully managed datacentre a licence per user Microsoft Dynamics CRM platform, you can see more about using MyCRM as a managed service here:


As an Independent Software Vendor (ISV) we offer a range of pre-built application extensions for your Microsoft CRM Solution. You can get access to a range of products for Microsoft Dynamics CRM from the MyCRM download centre here: after registering for an account.