The profit of every business heavily depends on their interaction with customers. Therefore, much attention is paid to attracting new customers and turning them into the loyal.
However, it’s not always easy to attract new customers since the business world is fiercely competitive. That’s when such a tool like a CRM comes in handy.
We intend to introduce to you the simple 12 steps to finding the perfect CRM for E-commerce website.
12 Steps to Find The Perfect CRM for Ecommerce Website
Step 1: Detecting problems
Find out the most inefficient processes in your business. Depending on each specific problem, there is a specially designed tool to fix it.
If your business site has suffered from a sudden decrease in the amount of organic traffic, then you’ve clicked on the right place.
Step 2: Identifying your needs
Decide what you want to improve with a CRM system, whether to generate more leads through diverse channels, launch email marketing campaigns, manage customer data or supply around-the-clock customer support.
Step 3: Identifying users
In your company, identify who needs to apply CRM as well as the number of users. Don’t forget to plan a suitable budget for using CRM.
Step 4: Choose CRM deployment
Decide on CRM deployment, either Cloud or On-premise. A Cloud solution does away with the need for a server and on-site technical expertise while with an On-premise one, you will have the software offering direct access to the servers.
Step 5: Choose features and functionality
Out of the 12 steps to finding the perfect CRM for E-commerce website, this one plays a key role. Choose your necessary features and functionality. It’s highly advisable that you go for the CRM solution that allows for an upgrade to the more advanced version.
Don’t be enticed into buying “one-size-fits-all” solutions. They may turn out wasteful in the end. For example, the communication team just find the marketing-related functionality useful while the sales department needs an advanced sales set in the CRM system.
Step 6: Check compatibility
Check if the system is compatible with other applications, including common accounting software, HR software, E-commerce platforms, and so on.
Moreover, make sure you can easily input your existing contact data into the new CRM software.
Step 7: Testing
Don’t place an order of CRM system without testing it out. Request an online personalized demonstration and if possible, a free trial.
During a live demo session, a sales representative shows you an overview of the software and the usage.
Step 8: Choose vendors
In terms of vendors, you should choose an industry-specific vendor with locally based partners so that local support is available during the CRM installation.
From a vendor’s website, you can understand the sizes and types of companies it is doing business with.
Step 9: Reading reviews
Look for reviews from third-party sites with customer testimonials or references. They are objective and useful in helping you assessing products.
Step 10: Considering user experience
Pay attention to user experience. Ask the vendor about the process of doing a specific task, for example, the number of clicks or the user interface. It should be easy to use.
Step 11: Counting in customization and training
Don’t forget about the availability of customization and training.
Sometimes, the configuration of the solution to your needs costs an extra fee, so asking beforehand is necessary. If possible, also ask for personalized training sessions so that everyone in your company knows how to apply the software in efficiency enhancement.
Step 12: Check the availability of GDPR
Finally, check whether the system includes the GDPR functionality. It is designed to keep your customer data under proper management.
Is it enough for you to make the final choice?
Above is an overview of 12 steps to finding the perfect CRM for E-commerce website. Hope that you can find a CRM system suitable for your business.
Hope this post is useful to you, please Like, Share and Subscribe for our next topics.
Feel Free to contact us via email: firstname.lastname@example.org