Web based CRM Databases are a great choice for easy set up. Unlike desktop or internally hosted CRM packages you don't have to worry about hardware upgrades or costly internal server equipment. That said, there are still a few steps you should take to achieve the most efficient CRM database implimentation.
Getting The Best Web Based CRM Database For Your Needs.
Half the battle is choosing the right system in the first place. Be on the lookout for user friendly systems, practical functionality and overall speed. Most web based CRM providers will give you either a free demo account or a 30 day trial period. Don't be afraid to try a few systems out before you make a decision. It is very hard to change your CRM database once it is established, so getting it right from the beginning will save you time and money. Another area you should flag is training. Some systems may seem cheaper on a monthly basis but their fee doesn't include any training. Check out any training videos included with the web based CRM database and ask how much it would cost to hire one of their consultants to train your staff via webinar or if is possible to have someone come out on site.
Upgrade Your Software.
The best thing about web based CRM databases is their flexibility. In most cases there is no need to upgrade your hardware but your software may need a bit of freshening up. Quite a few Web Based CRM systems work better in Mozilla Firefox (rather than internet explorer) since it's a more stable browser. Just ask your CRM provider which is the best browser for their system and what software updates they recommend. Easy!
Upload Any Previous Data.
If you have an existing client database or manual client records you will need to get all that data into your new system. You have two options when it comes to uploading the data to your new system: manual or automatic.
A manual upload is the ideal solution, as you can eliminate dead client records, duplicate records and out of date files that could slow down your new system. However this is very time consuming and not possible for every business. If you just can't manage a manual data upload try to remove as many of the contaminated records as possible before transferring the data. Automatic upload methods include excel spreadsheets or a professional data migration from your CRM provider.
Customization.
Once you've been using the system for a while (at least 3 months) you will have enough experience with the database to look into customization options. Make a list of current inefficiencies and possible system enhancements. Break this list down into 2 categories; 'essentials' and 'nice to haves'. Some systems offer user customization but most web based CRM databases don't. So it helps to be clear on your priorities before you approach your CRM provider for a quote.
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