Jane CRM teaches you how to choose mobile CRM.

As a selector, if you don't know about CRM system or have no clear demand, you may like to use the grammar of similar topics to find answers in search engines. However, it is difficult for you to get valuable reference. This is because for enterprises, the choice of customer relationship management is a comprehensive choice, which integrates the overall matching and details. To evaluate whether a customer relationship management is useful, an enterprise needs to first make clear its own needs, proceed from the whole and study the details. If the requirements are correct (good) and the details can stand the test (use), a conclusion can be drawn. Therefore, we believe that easy use is actually two words, namely "good" and "use". When you choose mobile crm for an enterprise, you must first identify which crm is good, and then judge whether it can be used.

First, what is a good mobile crm?

"Good" has different definitions. We believe that meeting the core needs of enterprises should be a necessary prerequisite. In addition, we also need to evaluate whether the overall function of the customer relationship management system is close to the enterprise's expectations, as well as factors such as price, system deployment and data storage (cloud or local privatization).

1. Do the requirements match?

Customer relationship management aims to solve various business challenges faced by enterprises in customer management and sales management. For enterprises, there is a clear requirement before choosing crm, and the corresponding functions of crm system should meet these requirements. Therefore, the matching degree between requirements and functions is the key to determine whether customer relationship management can run well. Of course, different companies usually have different needs, but you must evaluate whether the customer relationship management system you want to choose can meet several important business challenges faced by enterprises.

2. Overall function

The task of mobile crm system is to manage customers, help companies build better relationships with customers, and empower teams (especially sales teams), which may have some extra (or less) functions. Therefore, from the perspective of overall function, it is necessary to evaluate the professionalism of mobile crm system in customer and sales management, such as whether the sales process management is visual and streamlined. Whether the customer's 360-degree view can visually present rich relevant information, whether the system's expansibility and customization ability can accurately outline the company's existing business, etc.

3. Price

The price of mobile crm system should be equal to its value. If the expected value of the product is n, and its overall price is less than or equal to n (and in line with the budget of the enterprise), then its quotation is appropriate. Before purchasing CRM, please consult the payment method of CRM provider in detail, such as annual continuous payment (Saas rental) or one-time payment (private cloud deployment, buyout use). CRM is a system that can reflect its value the longer it is used, so please calculate your total cost of ownership. Although we all hope to be cheap (even free), when choosing a mobile crm system that is beneficial to the development of enterprises, we should pay more attention to cost performance, that is, meet the needs.

There is an acceptable price when the demand and overall performance are not bad.

4. System deployment and data storage mode

Some enterprises are willing to use Saas to store data on the servers of customer relationship management providers, while others prefer to use private cloud deployment to store software and data on servers that enterprises can control (public ip servers owned by enterprises or servers in local area networks). There is almost no difference between the two, but there are obvious differences in information technology architecture and data storage methods. Please choose the one you like.

Secondly, let's talk about what is an affordable CRM. If the above characteristics meet your expectations, then you can regard it as a good customer relationship management, but good use and good use still have a long way to go. This is the performance, simplicity, friendly interface, scalability and technical support that providers can provide.

1, performance

If the user has to wait too long to load the interface, the user will give it up. Despite the customer relationship

A function in the management system may need to extract data from multiple locations, but the salesperson may not be able to stand the slow speed of the system. Once the overall response speed of customer relationship management system is too slow, it is difficult to use.

Step 2 be simple

In fact, simplicity does not mean that the function of crm system is simple, but it makes it easier for users to create and obtain information. If the information is easy to input and find, users are more willing to store and obtain the required information on the customer relationship management system.

3. Friendly interface

"Face value" is second only to "simplicity". A good interface and sense of operation will make users feel friendly and easy to learn and understand, so as to get started faster, improve the adoption rate and increase mobile crm.

The value of the system. However, there is no unified understanding of the principle of friendship. Whether it is flat, simple or colorful interface, different users may have different evaluations. Please make sure that the interface of the customer relationship management system you choose can be accepted by most people.

4. Expansibility

For enterprises, the business will change and the process will change. If the customer relationship management system has good expansibility, it can adapt to these changes well, such as providing the function of defining forms, fields or processes. The customer relationship management system should provide some options to change some behaviors and business logic of the system. If the customer relationship management systems you choose are all solidified forms or processes, then the possibility of abandoning them will be very great when the enterprise adjusts its business.

5. Technical support

Incredibly, some CRM providers can't provide effective follow-up support after product delivery. They can only provide extremely limited technical services and business consulting. However, we should make full use of mobile crm.

Customer relationship management system needs long-term and effective technical support (including product improvement and troubleshooting), so before choosing customer relationship management, please judge whether your customer relationship management provider can provide complete technical support and business consulting services. Here are some simple ways to determine whether your crm supplier can provide effective technical support.

Does the mobile phone crm system have a complete help and video guide?

Do the pre-sales consultants of customer relationship management providers have a deep understanding of their products, and can they accurately understand and describe your needs?

The content on the website is the supplier's own opinion. Is it rich and professional? Is there a one-on-one product demonstration before the sale? Is there detailed training after sale?

Is there a special after-sales customer service staff? Instead of making 400 calls, I am stuck in a service process that cannot solve the problem.

conclusion

It is not easy to choose a good customer relationship management for your enterprise. After all, there are too many choices in the market. Although you can find many seemingly objective comments and answers online, they are usually unreliable. In order to avoid confusion, you need to use the above methods to identify which mobile crm is useful and useful-to meet your business needs and maintain user satisfaction. Finally, you need to personally experience the mobile crm system, simulate your business through experiments, and add some data for analysis. Only in this way can you make a wise decision.