• Piyusha Pilania

Things To Consider When Choosing a CRM

Updated: Jun 28



Regardless of the size of the company or where it is in its lifecycle, selecting the right CRM is a crucial decision. Yet, far too frequently, judgments are taken without a rigorous evaluation process to verify that the chosen CRM is fit for purpose, not just in the short term, but also in the long term, and can evolve and scale in tandem with the company.

Choosing the right kind of CRM is challenging, so we have put together a few important points to consider before you make a final decision.

Is it user-friendly?

Even the most simple and intuitive tools can take some time to get used to. How long would it take you to become familiar with the CRM system? Is there any reasonably priced training available? Many excellent CRM system features are underutilized because they are difficult to understand or are not well-presented.

Having a workforce that can utilize all of the features of your CRM ensures that you're getting the most value for money.


Salesforce is one of the best user-friendly CRM systems. Some of the perks are;

  • Tabs and layouts can be customized

  • Notifications tailored to you

  • Workflows and approvals are being automated.

  • Making Salesforce apps that are unique

Is it in your Budget?

Cost and budgeting are critical elements of any business. CRMs are significant time and financial expenditures, so it's critical to understand exactly what you're getting into. One of the most difficult aspects of searching for a CRM is striking a balance between price and functionality.

While some CRMs may appear to be economical at first glance and provide a free trial, it's crucial to consider the costs of running and deploying the new system. When assessing the entire cost, factors such as replacing hardware, hiring more staff, training fees, and time spent getting used to the new system must all be considered.


Salesforce is not the cheapest in the market because it provides high-end services, world-class features, implements cutting-edge technology, and is the best service provider. Hence, it is worth your investment.

Would it Evolve with the growth of your company?

Your company may grow over time, and as a result, your needs and requirements will alter. Some CRM systems are scalable, giving you the peace of mind that your solution will always fulfill your requirements. Check to determine if this is the case while selecting a CRM.


Salesforce spends a lot on research and development to keep up with the competition and provide upgraded versions to its customers. Therefore, with the growth of your company, the services and scale of Salesforce will also evolve.

How accessible is it?

The flexibility to work remotely and across many devices is no longer optional for employees. It's critical to know which platforms your potential CRM works with in order to assess its suitability. Hence, investing in a CRM that spans your short- and long-term objectives will ensure that your capital lasts.


Salesforce is dedicated to making on-demand enterprise applications accessible to everyone, including users who use assistive technology like speech recognition software or screen readers.

How prompt is the support system/help desk?

After you've finished configuring the CRM tool, it's realistic to expect certain problems in the future, such as technical difficulties. As a result, it's critical that you select a system that offers quick customer support for any issues that arise. Some of the best CRM packages also include helpdesk software to make customer assistance easier.


Salesforce being the number one CRM in the world firmly believes in the power of customer service and providing exceptional assistance to all their customers 24*7. Customer service is the very essence and core of salesforce and one of the major reasons for its success globally.

If your CRM is checking all these boxes, it is the right purchase for you. If not, it is time to rethink your choices and invest in a CRM that is efficient, result-driven and provides all that your company needs to grow exponentially.

Salesforce is the world's most popular sophisticated CRM platform for companies of all sizes. Salesforce is the market leader for CRM technology, according to industry analysts and leading user review organizations. Salesforce provides out-of-the-box solutions that allow growing businesses to easily implement cutting-edge technology and connect all of the solutions that are important to them. Customers who use Salesforce CRM have witnessed a 38% boost in decision-making speed, a 25% rise in revenue, and a 35% increase in customer satisfaction (Source: Salesforce.com).

We at Apphienz deliver nothing but the best when it comes to our quality. Being the registered Salesforce partner and Top 3 Salesforce consultants by Forcetalk, we take pride in our finest services. If you are looking for the right CRM for your organization, we are just an email away. Write to us at info@apphienz.com and visit our website for more information.

86 views0 comments