5 Things You Should Know Before Buying CRM Software


As business thrives, companies are constantly learning how to maximize time and adapt to new circumstances. As you consider ways to tighten up the efficiency of your daily company tasks, CRM is a must.

Here are five essential things to look at before purchasing a system.

Your Budget

The company budget is one of the biggest players on the field. However, this should not be your determining factor. Moving into a new CRM is a lengthy, and at times a difficult process. By choosing the cheapest CRM, you may quickly end up with buyer’s remorse. With so many choices in the marketplace, consider engaging with a consultant to guide you down the right path based on your needs and budget. There is no “one-size” fits all CRM.

Efficiency and Effort

Business enhancement applications create fast and easy solutions for manual jobs that take time to do, such as studying long reports or putting contact information for a customer all in one place. As you analyze which jobs/processes are replaceable with CRM tools, you can pinpoint what you need in a package. If it minimizes effort, it can increase your profit in the long run.


Sure, you have decided you need a CRM. But have you thought about marketing automation? Project management software? Time off requests, expense entry, etc.? CRM is not only a sales tool, but a platform of how to conduct business. As you evaluate CRM’s, understand the additional tools you will need to see if there may be a CRM that encompasses many if not all the tools you need.

Team Buy-In

To get the biggest bang for your buck, your team needs to be completely on board with installing a new system. Before purchasing, inform all your employees what to expect in the future, plan to do a lot of hand holding and potentially include your key sales reps in the CRM selection. This will enhance buy-in across your entire team.

User Friendly

Regardless of what CRM you move forward with, one of the biggest factors you need to consider is gauging how user friendly it is. Not all sales forces have reps that are technology savvy and eager to jump into learning a new CRM. Your best bet in getting your team to use your CRM is finding something that is easy to use, less clicks, easy reporting, etc.

As always, we are here to help you in this journey of finding the right solution. Although Momentum is a certified Hubspot partner, our goal is to find the right CRM for every client we engage with, whether it be Salesforce.com, Microsoft Dynamics, you get the idea.

Schedule a call today to get one step closer to finding the right CRM for your business.

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