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Choosing the System You Need

You know by now that there is nothing more critical to the success of your company than those clients and customers you serve. You want to maintain that satisfied and loyal client base so that you can continue on to the success you know your company can build. When you are involved in a small to medium sized business this becomes even more important, because you are up against larger counterparts. This is one of the biggest reasons you may find yourself looking into a software solution that will enable your business to work at its optimal. Combining a great CRM with an intuitive ERP or electronic resource planning system can also be a big benefit to maximizing your company's productivity and being able to better your sales numbers. Because this is such an important part of your business, you're going to want to make sure that you choose the system that best suits your company. There are a few things that you want to know before going into it. One of the first things that you should look for in your system is going to be application integration. You want to be certain that it's going to interface well with those applications that you are presently using. Also, pay attention to the import and export features. As you go about restructuring and organizing, you're going to be working with existing client information and also being able to get information out of the system that you can utilize. Mobile connectivity is also important. Because your salesforce is more mobile than it has ever been, your sales team is going to need to be able to connect to the software from where ever they may be. Because wireless devices have become such an important facet of doing business these days, now has never been a more important time to have that synchronized. Also, pay attention to the reporting aspects of the CRM. You want to be able to work with information that means something to your business. Generating custom reports that allows for a great deal of flexibility is going to make that happen for you. The user interface will also be important. You want to have something that is almost intuitive, if not completely. You don't want to have to spend man hours training your staff to learn the system, you want to be able to set it up with minimal fuss. Finally, always be sure that the technical support aspect is there and that it is reliable. This is going to be something that may not be an issue for some time and then one day can be a big issue that will really put a stall to your business. Make sure that doesn't happen by choosing a system with a great support backing it.

Transparency at the speed you do business!