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There is no shortage of online articles telling you how you should be using CRM solutions.
But reading these pieces can only tell you so much.
This difference is particularly true between small businesses and midsize companies.
Abstract ideas of what makes a good CRM will only get you so far.
Below, we take a deep dive into how businesses tackle CRM implementation in real life.
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Small business or midsize?
Our guide to real-world CRM implementation
What does it mean to be a small business?
These tools recognize that the needs of these firms are likely to differ from those of multinational enterprises.
But they still need to know how to use them properly.
Customizations are likely to be important in order that you dont overly disrupt your existing workflows.
Some platforms, such asSalesforceandFreshsales, have customization as a major strength.
KPIs are likely to be important there too - giving tangible validation to your processes.
How CRM implementation relates directly to revenue and outgoings is still likely to prove of major importance.
Some of the more basic CRM features are likely to be essential to the day-to-day operations of yoursalesandmarketingteams.
These could include things likecontact management,email marketingtools, orproject managementfunctionality.
Will your CRM continue to serve you well as you continue to grow?
What does it mean to be a midsized business?
Revenues may be as large as $3 million and the business may have been around for several years.
It may enjoy decent brand recognition locally or domestically and will have a number of loyal customers.
And remember that midsize companies also have more to lose than small businesses.
