8 CRM Buying Tips for Serious Shoppers – Salesforce CRM

Updated on Jan 5th, 2024


Buying a salesforce CRM could be a daunting process. This is why Matellio has brought together this detailed guide to help you pick the perfect CRM software for your business or organization. More than ever, nowadays, companies and businesses are investing more in custom salesforce CRM system.

CRM has become the most considerable global technology demand. Gartner announced that CRM software had surpassed the database management system to become the reigning master. Besides, it’s also expanding. IT Intelligence Markets estimates that by 2022, the global CRM market will rise by 36 percent, and some estimates say that by 2025, it may be valued upwards of $80 billion.

So if you are reading this guide, then the probability is extreme that you’re one of those companies looking to spend in the forthcoming year, whether purchasing your first CRM software or upgrading to a new one from your existing provider. In this blog, we’ve listed eight tips to help you make your salesforce CRM buying more successful.

So without any further ado, let’s get started.

According to the 80/20 principle, 20 percent of customers usually produce 80 percent of the company income. To optimize the benefit of relationships that drive cost-effective new client retention, every company determines 20% of such customers. Salesforce CRM is a category of software interfaces that help businesses take care of each of their customers’ details, purchasing history, development, interests, and other such data and render that data reachable from a unified, centralized spot.

The salesforce CRM system for small companies consolidates business operations from distribution, marketing, and data processing across all divisions. Small business CRM provides a smooth service. It offers insight into where shoppers are interested and creates a connection to a CRM solution’s strength.



Salesforce CRM Software Benefits  – Why You Need It?

  • Easy setup.
  • Enhances productivity.
  • Ensures greater visibility.
  • Offers detailed knowledge of customers.
  • Provides exemplary customer segmentation and retention.
  • Ensures faster communication.
  • Easy data migration and needs.
  • Easy reporting and analytics.
  • Salesforce automation.
  • Campaign Management.
  • Provides overall 360-degree customer view.
  • Secure data more efficiently compared to traditional methods.

Moving on, let’s move forward and discuss a few essential tips for buying CRM. So let’s go.

Top Tips for buying the best salesforce CRM system


1. Check Compatibility 

You have had to consider how well it can incorporate with your existing apps to decide whether a specific CRM system is perfectly adapted for your enterprise. Let’s presume you are now using Google Analytics on your site and are still using email marketing tools, which are essential customer relationship management components. With these frameworks, would your new salesforce CRM apps be able to incorporate? Or would it substitute for them? When attempting to better your customer service, you wouldn’t want to build new issues. If you need to link all your applications via APIs, you’ll have to search for a third-party platform that can simplify data organization by integrating your systems.

Read More: Enhance your Business with Salesforce Revenue Cloud


2. Check whether it’s mobile-friendly or not 

Your customers are now on mobile, so where they would be, you must also be. Forty-eight percent of salesforce CRM users now view their application from a mobile, as per Software Advice, while 45 percent view it from a computer. CRM software was once software centered on a PC that could not be tested on a mobile device. And this has evolved, as teammates might have to update your leads’ data when out of the workplaces. Innoppl Technologies study found that 65% of salespeople who have implemented mobile salesforce CRM system have accomplished their sales quota. That is indeed why you have to take into consideration whether or not the CRM app you purchase is mobile-friendly.

3. Check if it fits your business’s requirements

Not all CRM is built the same way. If you select a CRM without thoroughly evaluating its functionality (as well as its weak points), you can probably commit to a solution that is inappropriate for your organization. Would you like that which works on the web or is hosted on-site? Will you consider installing a salesforce CRM that needs a support contract or the one that charges too much in advance? Does it have advanced or just basic features? Until you take some judgment calls, bide your time and consider all your choices and decide what you want and require.

Read More: 7 Business Challenges Solved With Salesforce Consulting Services


4. Make sure it has easy reporting 

It is excellent to get a stunning salesforce CRM system with much functionality. However, its reporting capabilities are among the most significant elements you must look out after. A salesforce CRM mobile app, focused on the statistics which are essential to you, must’ve been able to produce sufficient information. It must’ve been able to illustrate the successes, defeats, and potential for progress through the data accessible to the app. via appropriate reports and financial statements analytics from Zoho, Centix, a rewards and acknowledgment company, increased the businesses of its customers by 30 percent.


5. Do check Reviews 

Online customer reviews are indeed the second highly trustworthy source that determines the way of buyers. And 88% of customers say they trust valuable feedback as well as review websites. That is true because it’s much more secure and only has a few conditions attached. If you’d like to recognize how nice or efficient a system is, then you’ll have to speak to someone who has utilized or is still using it in the context. Is their customer support fantastic, or are they going to be listening and respond to you if you find a technology problem? Do they give patches for software bugs routinely? Before buying it, these would be the perspectives you will get when you search customer feedback of theCRM system.

6. Does it enhances ROI 

The best salesforce CRM for local business solutions provides simple campaign management for marketing strategies to provide full ROI. Marketing departments have to develop tailored deals or customer-resonant promotions. Marketing teams classify customers and formulate interventions to target potential consumers through a CRM solution that offers dashboards and metrics, mostly used by marketing departments for detailed statistics.

Read More: Top 8 Benefits Of Salesforce Marketing Cloud For Retail Business


7. Check whether CRM system is Automated or not

CRM software was developed to facilitate the company regarding your relationships with customers by doing much of the leg work. This implies that it is easy to optimize several of the activities related to data analysis. Anywhere if feasible, reap the benefits of these automated processes; it would not only reduce the possibility of an error making its way through the system, but it would also prevent your workforce from wasting time and energy on mundane, repetitive work.

8. Check for Analytic feature 

Salesforce CRM system is developed to collect and arrange vast quantities of information. The issue is that several companies do not try to translate the knowledge into something enforceable. The most powerful salesforce CRM system has constructed-in analytical functionality that uses advanced tools to analyze all the insights gathered and then use those insights to determine significant verdict that could be used to guide financial forecasts and company choices.


Final Verdict 

Purchasing a CRM system is a massive expense for your agency. Not only in financial terms but also in a capacity to affect how you communicate with your clients and do trade. Be vigilant and note that perhaps the right custom salesforce CRM would be the one that suits your requirements most optimally. A salesforce CRM system that has features you will never use wouldn’t go out of your senses; instead, select something that would be uncomplex while still powerful. Thus, this shouldn’t be performed on instinct to purchase this software, but with a comprehensive strategy, we’re sure the above eight measures will help you make an educated decision.

And if you are looking for custom salesforce CRM software, or looking for a custom salesforce CRM Development Company, contact us. We would love to assist you.

To know more, visit www.matellio.com.

Thanks for reading.

Enquire now

Give us a call or fill in the form below and we will contact you. We endeavor to answer all inquiries within 24 hours on business days.