How to choose the best CRM for your business

Choosing a CRM can be an overwhelming process. There are so many different software providers, and each one has its benefits and drawbacks. In this blog post, we will go over how to choose the best CRM for your business by learning about what you need from it and finding solutions that meet your needs. We’ll also provide resources to help you get started!

What is a CRM, and why do I need one?

A CRM, or customer relationship management system, is a software application that helps businesses manage and track customer interactions and data. For example, a CRM can help you keep track of your customers’ contact information, purchase histories, and other important data. This information can help create targeted marketing campaigns and understand your customers’ needs.

Not all businesses need a CRM, but they can be especially helpful for businesses that interact with many customers or have a large customer base. If you’re not sure if a CRM is right for your business, consult with an industry expert like findmycrm to help you decide.

What are the different types of CRMs?

There are three main types of CRMs: on-premise, cloud-based, and hosted.


CRMs are software that you install on your computers or servers. This type of CRM is typically more expensive to purchase and maintain, but it gives you more control over the data and how it’s used.


CRMs are software that you access over the internet. This type of CRM is typically cheaper to purchase and maintain, but it can be less customizable than on-premise CRMs.

Hosted CRMs 

Hosted CRMs are a type of cloud-based CRM managed by the software provider. This type of CRM is typically the cheapest option, but you may not have as much control over the data as an on-premise or cloud-based CRM.

Which type of CRM is right for me?

The best way to decide which type of CRM is right for you is to consult with an industry expert. They will be able to help you understand your business’s needs and find a CRM that meets them. If you can’t afford to hire an expert, here are some guidelines for choosing the best type of CRM based on your business’s needs:

Small Businesses

If you’re a small business with only one or two employees, then cloud-based or hosted CRMs may be more cost-effective for you because they do not require as much hardware and infrastructure as other types of CRMs. They also typically offer flexible pricing plans so that products fit within your budget better than on-premise CRMs. Cloud computing is becoming very popular among smaller businesses because it allows their IT resources to scale up quickly when necessary without purchasing expensive software licenses and investing in hardware and staff training upfront.

Another advantage of cloud-based CRMs is that they are available on mobile devices. This means you can access your customer information while away or working remotely, so it’s easy to provide great service no matter where you are.

Finally, some businesses may benefit from choosing a hosted CRM because the software provider automatically manages all of their IT needs and data backups. This frees up time and resources for your business while still giving you access to powerful marketing tools whenever necessary.

Mid Sized Businesses

If your company has more than 20 employees but less than 500, then an on-premise CRM would be best suited for your organization because this allows you to have full control over how both the hardware and software are used. Additionally, on-premise CRMs often have more features and functionality than cloud-based or hosted CRMs. However, they can be expensive to purchase and maintain, so it’s important to weigh the pros and cons before deciding.

Larger Businesses

If your company has 500 employees or more, you will likely need an on-premise CRM because it provides the most flexibility and control over data. However, cloud computing may not be suitable for businesses of this size because of concerns about security, privacy, bandwidth usage, and compliance with industry regulations.

How do I get started?

Once you’ve decided which type of CRM is best for your business, the next step is to find a provider. There are many CRM software providers on the market, so it’s important to do your research and compare different products before deciding.

When considering different CRM software providers, here are some things to keep in mind:


Make sure you understand the pricing model for each product and how it will fit into your budget. Cloud-based and hosted CRMs typically have lower upfront costs than on-premise CRMs, but they may have higher subscription fees over time. It’s also important to consider additional costs such as maintenance contracts, data storage fees, and upgrade fees.


Each CRM software provider offers different features, so make sure you choose one that has the capabilities your business needs. For example, does the CRM include lead tracking, contact management, email marketing, reporting tools, or customer support?

Ease of Use

You want a CRM that is easy to learn and use so you can get up and running quickly. Look for products that have a simple interface and are intuitive to navigate.

Customer Support

When something goes wrong (which it inevitably will), you need to be able to rely on customer support from your CRM software provider. Ensure they have 24/seven phone support, email support, and live chat options available.


Choosing the right CRM for your business can be daunting, but it’s important to do your research before deciding. Think about what you need from the CRM, which features are most important to you, and how much it will cost so that no other company can get in between you and success!

About Cheryl Salinas

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