With the open market subject to a tremendous amount of change, startups have their work cut out ahead of them when it comes to choosing a CRM platform. In short, new businesses have to account for variables like the volatility of the market, the nature of the industry they operate in, the needs of their clients, and much more.

This makes choosing a CRM platform an extremely complicated task with a very slim margin for error. To make sure that our readers never make the mistake of choosing an unsuitable CRM platform, we’ve compiled a list of factors they need to consider.

So, if you own a budding business that’s about to choose its CRM platform, here are a few factors that you need to keep in mind:

1. The Size of Your Clientele:

The first factor that we want you to analyze when it comes to choosing a CRM platform is the size of your clientele. We say this because the number of people you regularly cater to has a major say on the CRM option you should opt for.

For example, CRM solutions like Insightly and Capsule CRM are perfect for your business if you entertain a few hundred people. However, they leave much to be desired when your clientele reaches four figures. So, if you have thousands of recurring customers, we highly suggest opting for vTiger instead.

2. What You Want From Your CRM:

Secondly, we also want you to know what you want from your new CRM. We say this because this eliminates a lot of ill-suited distractions from the CRM selection procedure and makes it easier for you to find solutions that are better suited to your needs.

Generally speaking, there are four different types of CRM that are optimized for 4 different processes. So, if you want your CRM to help organize your conversations with your clients, we suggest opting for conversation CRM. However, if you want your CRM to add a personal touch to your financial empire, a marketing CRM would be better suited to your needs.

1. Scalability in the Future:

One of the worst things that you can do as far as selecting a CRM platform is concerned is to opt for an option that offers little to no scalability. We say this because it’s an open secret that the needs of a business are completely dynamic.

In other words, if your CRM software can’t cope with an increased demand (at some point in the future), you’re severely limiting the growth and expansion of your business. This is why we strongly urge new businesses to select options that should be able scalable.

2. CRM Customization:

Contrary to popular belief, CRM platforms aren’t nearly as rigid as they’re made out to be. In fact, there are numerous that can be customized to meet the needs of your clients. Take vTiger for example. Although the platform is incredibly powerful and efficient in its default configurations, its true potential is unlocked once it has been optimized.

And that concludes our list of the different factors that you need to consider when it comes to CRM selection. We believe that by following this simple guide, you can easily identify a program best suited to your needs.

However, if you’ve already selected CRM software and would like to customize it to the needs of your company, we would love to help! We at SmartVT are vTiger customization experts and can easily help you make the most out of your CRM platform.

Get in touch with us today to learn more about how you stand to benefit from our services.