How to: Select the right CRM system

Jacqueline Burns, MD and CMO of Market Expertise, lays out the necessary steps to selecting the right CRM system

A client relationship management system. It’s almost indisputably a company's most valuable tool. Yet, those four words can mean very different things to different people. 

A CRM system is…

“…a set of software applications that help an organisation determine the needs and preferences of their customers by managing, organising, tracking and storing all customer interactions.” (Aptean)

“…software that stores customer contact information like names, addresses, and phone numbers, as well as keeps track of customer activity like website visits, phone calls, email, and more.” (Salesforce)

Whichever definition you prefer, if you’re in the market for a CRM system, or are looking to change providers, here are a few tips to help you find your way.