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Whether you’re a small growing business looking for your first CRM system, you’ve outgrown your current way of doing things, or you’re not satisfied with your current solution and you’re looking at alternatives, choosing a CRM system that’s right for your business is a big decision.
To help you make up your mind, we’ve put together a list of the top five things to consider. But don’t take our word for it – this tried and tested advice has been compiled directly from our customer feedback and conversations with our long-term satisfied customers, many of whom have previously used competitor solutions that didn’t meet their needs.
Written by Lauren Shaw
If your business is growing, you’re struggling to process your leads and you’re losing opportunities, or maybe you have too many staff members to rely on recording everything manually in a spreadsheet, then choosing an automated system will give you the consistency and control you need to ensure leads are followed up properly, nothing is ever missed and no opportunity is ever left behind.
FLG is focused on intelligent workflows that are created to mirror your sales process, handling everything from initial customer contact and lead nurturing to on-boarding and beyond. This level of automation will make a huge difference in your team’s productivity – they’ll have more time to focus on closing deals rather than completing mundane administrative tasks.
Many of our customers operate in sectors where they need to comply with regulations that govern their businesses. If this applies to you, we understand that compliance is a really big deal and you need a CRM that can help you stay on the right side of the law.
We have a range of tools to help you achieve this, including built-in steps to make sure nothing is ever missed, guided call scripts to ensure user compliance, integrated templates, in-built GDPR compliance, the option to attach call notes and recordings to leads, and time-stamped audit reports.
And of course, all of our customer data is secure. Our platform is hosted on our own servers in ISO 27001 certified UK data centres.
3. Quantity of leads
If you’re dealing with a high volume of leads (we’re talking thousands), then you need a system that can handle them all without breaking!
Spreadsheets can’t handle that many leads – they crash, it’s time-consuming to maintain them, they’re difficult to manage, there’s the risk of human error and there’s no automation.
And some CRMs aren’t far behind with their inability to handle thousands of leads. So if you’re looking for a CRM that can handle a high number of leads, be sure to check it meets your requirements in advance.
We’re proud to say that FLG can handle up to a MILLION leads! It can gather leads from any source, handle bulk imports and exports, it has advanced de-duplication features and bulk customer contact options.
It’s pretty common for businesses to use a range of different systems and software packages to manage various process, from managing leads and marketing to accounting and everything in between, so the last thing you want is to end up with a CRM platform that’s closed down with poor integrations.
Maybe you use a telephony system or you receive leads from a lead provider, but if your CRM won’t allow you to send or receive data automatically, then there’s a lot of manual work to be done and ultimately your productivity levels will suffer.
If integrations are important to you, our CRM platform has lots of options to get data in and out of hundreds of popular apps and services, providing the seamless functionality you need to boost the efficiency and effectiveness of your process.
5. Ease of use
Finally, make sure your CRM is easy to use with straightforward processes. It sounds obvious, but time and time again our customers tell us they previously used CRMs that were just too complicated.
Make sure that it’s user-friendly and doesn’t have too many irrelevant features or fields that require you to insert data. If it has more areas and layers than necessary, you’ll overcomplicate things for your staff and your results will suffer.
It’s also important to check that it’s flexible enough to adapt to your way of working – if you find yourself working around the limitations of your CRM because it can’t follow your sales process, it’ll be more of a hindrance than a help.
How FLG can help
A CRM system that offers all this and more is where FLG can help. We provide a platform that’s easy to use and will help you get the best from your team to effectively manage leads and ultimately see results.