by actovision | Aug 8, 2022 | CRM Solutions
When it comes to choosing the right CRM solution, should you choose a cloud-based one or an on-premises one? This depends entirely on your business requirements.
Ask yourself a couple of questions.
Is your business constantly evolving or changing? Will you need new features implemented frequently? Will you require continuous upgrades and customization? In such cases, it makes sense to
choose a CRM that is on-premises.
For an on-premises CRM you will require manpower and infrastructure to maintain the CRM.
So, let’s check out some of the pros and cons when it comes to choosing the right CRM solution.
Why Choose a Cloud-based CRM?
Cloud-based CRMs have grown in popularity only recently. In 2008 there were around 37% of Cloud-based CRMs in use. As of 2017, 87% of CRMs are cloud-based. Here are some of the reasons you
can opt for a cloud-based CRM.
You will not require a heavy sum of money to invest in infrastructure such as hardware and servers as these will be hosted by the CRM vendor.
The vendor will take care of the maintenance and additional costs that are related to the CRM infrastructure.
Moreover, the service provider will take care of updates to the CRM. You do not have to worry about updating the CRM frequently.
A cloud-based CRM means you can access the CRM anywhere and at any time. Moreover, you can also create mobile CRMs easily as these Apps can take information from the CRM.
The CRM can be customized easily and the updates can be hosted on the app store.
Why Choose an On-premises CRM?
Some organizations prefer not to let third-party vendors handle their data, hence they opt for on-site CRMs. While building a CRM will incur a lot of costs and hiring new employees, it is
the only option for such companies that handle sensitive information. So when it comes to choosing the right CRM solution, an on-premises CRM can be chosen.
With an on-premises CRM you can have complete control of your CRM.
Moreover, there is no worry about data theft, as the data is not hosted on a third-party site.
Building your own CRM can be useful in the long run as you do not have to pay as per the number of users.
Conclusion
In conclusion, choosing the right CRM solution, whether cloud-based or offline is not an easy task. You need to consult with a CRM consultant who can help you to make the choice between
the two. The CRM consultant will not only help you to choose the right CRM set-up but also help you to build it from the bottom-up for your requirements and objectives.
by actovision | Jun 25, 2022 | CRM Solutions
Once you have purchased a CRM or a Customer Relationship Management software it’s time to set it up and customise it for your company. How do you do that? You can always attempt to set up the CRM by yourself if you have any prior experience.
However, in most cases, businesses tend to outsource the job to a CRM solution provider. Such a company is responsible for setting up the CRM for the right functionality. Hence, here are 5 tips for choosing the right CRM solution provider.
5 Tips for Choosing the Right CRM Solution Provider
- Tip #1: Choose an Experienced Company
When picking a CRM solution provider, choose a company that is highly experienced. The company should be aware of the different software that is available in the market and should have expertise in setting them up. Experience counts in setting up the CRM, trust us.
- Tip #2: Previous Experience with Your Domain
When it comes to choosing the right CRM solution you need to pick a company that has had previous experience with your domain. Ideally, the CRM solution provider should have sufficient experience and knowledge of your industry sector. This will certainly help them when they try to set up your CRM. Customising your CRM according to the requirements of the sector is a very necessary step.
- Tip #3: They Should Have Knowledge of Multiple CRMs Software
What sets apart a good CRM solution provider is the ability to manage multiple CRM software. Since one can purchase CRM from many vendors, the solution provider should have expertise with the given software. Setting up a CRM is not an easy task, so choose a company that has some years of experience, instead of a complete fresher.
- Tip #4: Pick the Right Price Point
Choosing the right CRM solution also has to come at the right price point. You shouldn’t pay more or less to the vendor. Therefore, choosing the right vendor suitable to your requirements and price point is very essential.
- Tip #5: Support and Maintenance
Lastly, choose a company that provides you with proper support and maintenance for the long run. The company should offer guidance and help whenever you are stuck with a problem in the set-up of the CRM.
Conclusion
So in conclusion, choosing the right CRM solution provider is a decision that can make or break the entire sales and management teams of your business. If you are a small company, the CRM is what you will rely on to make the relationship with your customers a smooth one. That’s why hiring a professional CRM solution provider to set up the entire CRM is a crucial business decision.
