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7 Things To Consider Before Implementing A New CRM System

Table of ContentsUpdated Dec 07, 2021

Customers form an integral part of any business, be it freelance or an enterprise. Without customers, a business just simply will not be able to exist.

Finding new customers isn’t easy either, especially in a highly competitive business world. And it doesn’t help if you’re a small business or a freelancer. Besides, even after you’ve struggled and acquired a few customers, retaining them isn’t exactly a walk in the park.

If you’re struggling with keeping track of your customers, all the interactions, and the accounting, then you can install CRM software to help find the right customers and build solid relationships with them. The tricky part here though is choosing the right CRM for your business.

Let’s take a look and go through the important things to consider when implementing a new CRM in your business systems. But before diving into these considerations, it’d be a good idea first to understand what a CRM is.

What Is CRM?

Customer relationship management (CRM) is a computer application that enables business owners to manage their relationships with customers. In other words, CRM is a comprehensive set of technologies, strategies, and tools utilized by businesses to acquire and retain customers.

A CRM system such as Moxie (formerly Hectic), helps business owners and managers better understand their customers and promote customer service. This goes a long way in enabling a business enterprise to generate more sales, outshining others in the market.

Finding The Best CRM System For Your Business

There are various CRM programs out there, but not all of them can best suit your business needs. However, with the right information, you can always find the best CRM software.

Here are things to consider when shopping for a new CRM system for your business:

1. Features

Features are one of the most important things to consider when finding CRM software for your business. This is because your business might be different from others in the region. For instance, your target audience might not be similar to that of other firms in the market. That’s why you need to find a CRM system with specific features tailored for your business.

Sometimes, identifying the right CRM features for your business can be a daunting task. But you can simplify the process by working with CRM software installation experts. Such individuals can advise you on the best CRM software for your business.

Apart from that, you can try some of the available CRM free applications in the market – for example, Moxie, or HoneyBook to name a few. Doing so enables you to identify or spot the best features for your business before purchasing any CRM software.

2. Integrations

Businesses utilize various software or applications. Apart from the CRM system, you might be having other programs in your business systems. These include human resources, staff hiring and onboarding, accounting marketing, and many other applications. In such a case, it’s advisable to select a CRM software that can integrate well with your other existing business applications.

One of the main advantages of selecting a CRM software that best works with your other applications is to help save on costs. For instance, if you choose a CRM software that can’t integrate with your other programs, you might be forced to change the whole of your business system altogether. This can cost you a lot of money.

3. Budget

As a small business struggling with limited resources, you must make the right choices. One of these is when it comes to business finances.
Various CRM applications have different associated costs. This varies in terms of the purchase cost, installation expense, and monthly subscription fee. Some CRM applications are more expensive than others, so you need to consider your budget before purchasing any CRM software.

Here, budget is the amount of money you’re willing and able to spend on your new CRM software. For that reason, choose a CRM system that’s within your financial capacity.

Although considering your budget plays a significant role in your decision-making, be sure that the CRM software you select can best serve your business needs. In other words, you shouldn’t compromise the quality for low budgets. So, be sure to get the best value for your money.

4. Scalability

Although your business might be small today, it might be a giant in the market tomorrow. That’s why you need to consider the scalability of a particular CRM system before purchasing any.

Scalability is the ability of your CRM software to accommodate your growing business. Therefore, if you’re planning to expand your business in the future, you should select scalable CRM software.

This enables your business to accommodate the growing number of customers without necessarily having to change your existing CRM system, thus saving on costs. This is because buying and installing another CRM software can cost you a lot of money.

5. User-Friendliness

One of the main reasons for installing CRM software is to help interact with your customers with ease. To achieve this, you need to consider the user-friendliness of various CRM systems before choosing one.

User-friendliness refers to how easy it is to use your CRM software. Selecting a CRM application that’s difficult to use can impact your business. For instance, it can affect how effectively you engage with your customers.

In such a case, you might not adequately manage your customers, thus losing them to your competitors. This affects your sales and the growth of your business in general. Therefore, finding an easy-to-use CRM system could be the best deal.

Apart from that, you need to choose a CRM application that your workers can learn with ease. Most of your workers interact with customers at every step of their buying journey. And how your workers interact with your customers can determine the success or failure of your business. That’s why you need a CRM program that your workers can learn and utilize with ease.

6. Mobile Accessibility

Today, mobiles play a significant role in the success of any business enterprise. For instance, most business owners utilize mobile phones to manage their businesses remotely, thanks to the dawn of new technologies and the internet.

Therefore, business owners can engage with customers from anywhere and at any time. That’s why you need to select a CRM system that provides mobile accessibility.

Most customers are impatient, and they won’t be willing to wait for your response for days or even hours. They want an immediate solution anytime they need help. Whether during working hours or non-working hours, you should always engage with your customers.

One of the best ways to achieve this is by interacting with your customers through your phone. For that reason, you might want to select a CRM application that’s mobile-accessible. It allows you to manage your customers using a phone, thus building strong relationships with them.

7. Vendor’s Reputation

Last but not the least, you should consider the vendor’s reputation before choosing CRM for your business. Reputation defines how other business owners view your preferred vendor. You can know the reputation of your vendor by reading online reviews.

Online reviews are opinions or feedback left by other clients on the vendor’s website. These can either be positive or negative opinions.

Positive opinions indicate that most other clients found better services or satisfaction from the vendor in question. Therefore, such a vendor could be the best one to work with because they’re likely to provide better services.

Negative feedback, on the other hand, can reflect poor services. Therefore, you must be worried about working with a vendor with negative reviews. Negative reviews indicate that most other clients never got better services. So, you’re most likely to experience the same.

You can also find a good CRM vendor by asking for recommendations. This involves asking around or contacting other business owners that utilize the CRM software you want to install.

You can achieve this by asking to know their experiences with their CRM vendor. And because some business owners are honest, you’re most likely to get genuine opinions.

However, you shouldn’t make your final decision merely on recommendations. You also need to conduct your own research and identify the best vendor from your list.

Apart from the reputation, you also need to identify a vendor who can allow you to test the CRM system before paying for it. Testing allows you to identify a CRM application that best suits your business needs. This is important because you might not want to install software that can’t serve your business interests.


Regardless of the size of your firm or the industry you’re in, customers are the most important part of your business. Without them, you won’t generate any sales. Therefore, customers are the business.

However, without the right tools in place, you can’t attract and engage with customers effectively. One of these tools is CRM software. This application allows you to build a centralized location from where you can manage all your customers from.

In other words, CRM allows you to manage your customers adequately. But you must select the right one for your business. If you want to find the best CRM for your business, take note of the above-discussed strategies. Consider the ideas mentioned here as you improve your operations.

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Written by Millo Team

Staff at

Millo has been serving founders & freelancers since 2009. We are a team of experienced freelancers ourselves with over 30 years of combined freelancing experience. This piece was written by multiple members of our expert staff.

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Reviewed & edited by Preston Lee, Editor at Millo.

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