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There are five basic steps to choosing the right marketing CRM for your company. This includes calculating your budget, making a list of the features you need, getting input from your team on which features are most needed, researching your options and testing your top CRM options as a team to find the best one for your company’s needs .
Figure out your budget
As a small business, your starting point for choosing a marketing CRM is to calculate how much you can spend on the software each month or year. Many CRM companies charge per user, so break down your monthly budget by each user. Then, decide whether you can make annual payments. This is important because most leading CRMs offer discounts of up to 20% if you can afford an annual software subscription.
List the features you need
To assemble a list of required features, make a list of the tasks you want your company to be able to perform or accomplish through a marketing CRM. Some examples could be learning more about prospects or customers, attracting new leads, sending segmented email sequences, automating tasks to save time, streamlining communications with prospects or customers, resolving customer issues more effectively or forecast revenue.
Get input from your team
From your perspective, the list of features you need may be comprehensive. But your team members may feel differently. It’s important to keep your team focused on your checklist so they can add features they know are important to achieving your goals for the company’s benefit. Be thorough about this. Allow team members from different departments and levels of the organization to add the functionality they need.
Research your options
Now that you have a thorough understanding of the feature list that you know will make your CRM most useful in achieving your company goals, do a simple search on Google for “best marketing CRM.” Review the resulting list of marketing CRMs and their described features to determine the two or three options that best fit your budget and feature requirements.
Test your options to find the best one
Most small business marketing CRMs have free starter versions or free trials. Test your short list of CRMs for free using one of these options, then allow your team to sample each software and provide you with feedback. Choose the CRM that you and your team believe best meets your company’s needs.
Featured Partners
starting price
Free; $8 per user per month for basic features
starting price
Free; $20 per user per month (billed annually)
starting price
$14.90 per user per month
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