Yes. Free CRM is an option worth considering.

[hmonower921]

Does a free CRM system make sense? What are its limitations? Which functionalities will be mandatory and which ones will be of no use to you? What to look for when choosing a CRM? I will try to answer these and a few other questions in the article below . Learn what users think.

And this short answer could basically exhaust the topic of the post, if it were not for the fact that as a user of several different 'free' CRM solutions, I would have a few comments.

Of course, we have to accept the assumption that at the end of the day, nothing is free. Therefore, when choosing a solution that tempts with the Free option , it is good that we consider what is actually included in the portfolio of free functionalities. I would not naturally want to dislike anyone in a particularly negative way such solutions, but I would recommend a little more attention every time we decide to click Upload.

Free CRM: 5 Questions You Need to Answer.
When considering the implementation of a CRM platform , we often spend a lot of time on an in-depth analysis of the functionality of available tools. We focus on the smallest elements that australia whatsapp data are to ultimately improve our business processes. We create reports and lists of requirements. We organize DEMO sessions and conduct interviews with future users. Finally, equipped with a large set of documentation, we sign a contract with the supplier.
Below, I present in a very brief summary 5 issues that constitute a clue to the considerations within the company's strategy and the CRM concept , even before the project saw the light of day...

Do we need CRM?
So, the general issue from which it is worth starting the analysis of the environment and its real requirements.
Verification of business needs should be reflected in a document containing an indication of significant problems and a proposal for their solutions. However, this is not about indicating specific functionalities of the future CRM solution . It is much more desirable to characterize 3 related elements: current state - proposed solution - expected state . In order to obtain sufficient information, two areas should be associated - requirements prepared by business analysts and recommendations of end users.

It is therefore necessary to define functional requirements as precisely as possible, i.e. the activities that the system must perform in order to perform the planned activities. When working on this issue, remember 4 basic aspects:

Indicating why a specific functionality is necessary
Preparing a precise description of the functionality and its operation
Creating a business case – an example of a business event/process supported by the required functionality
Determining the business effects of using the functionality
We should be helped in this by the analysis of sales and marketing processes, as well as activities in the area of ​​customer relationship management. Generally, we are looking for weak points and ineffective processes (or their absence).
And what about non-functional requirements? This is an issue, at least important, as this group of requirements provides us with a set of criteria that allow us to assess the operation of the system. We mean the entire tool, not its specific functionalities. In the group of basic parameters, we will find, among others:

System availability
Scalability
Backup
Disaster Recovery
Cost of purchase and maintenance
Each of the above elements should be associated with appropriate requirements specified in values ​​acceptable to a given organization (e.g. System availability – 99.9% of the time; Backup created on an ongoing basis and ready to work within 1 hour; Cost of purchase and maintenance at a level no higher than 5% of monthly profits generated with the support of the tool).

Are the requirements we place on CRM specific to our business?
When planning the selection and implementation of CRM, we must first and foremost take into account the specifics of our business. When I write this, I mean not only the context of the company, but also the environment in which it operates. So let's prepare a process map and consider which of them must be supported by CRM.

Let's define critical, important processes and those that we can skip, modify or simplify. If possible, let's also try to verify knowledge about the solutions used by our partners and competitors. Guided by this and the information, it may be worth considering a proven tool that guarantees effective support.