3 Questions To Ask Before Getting CRM Software

It is a good idea to invest in Customer Relationship Management (CRM) software, but before you make a final decision, ask some pertinent questions:

• Who is going to be using this software?
• How will the end user be accessing this software?
• What should that end user be doing with this software?

Who Is Using It?

The best software available isn’t going to do what it is designed to do unless the end user is comfortable using it. That means everyone who will be expected to utilize this tool has to be trained well. Good training includes making sure everyone understands why we need this software, what it can do, and who to go to for support when troubleshooting. If your staff thinks it’s too much work or too confusing, the software is not going to be utilized optimally.

CRM Software – How Do They Access It?

The point of contact is where CRM software is needed, so that is where the access should be. In the aisle of the store talking to a customer, a dedicated mobile device is useful. Your help desk might prefer a desktop. Managers may need a laptop. Software should be able to be used with the equipment you have. Legacy hardware might need to be updated, but this investment pays off in greater flexibility as your business grows.

What Should They Do With It?

ChainDrive’s Customer Relationship Management Software has features designed by retailers who saw the need for specific tasks:

• Customer look-up in real time
• Customer data, buying patterns, & trends captured across all channels
• Loyalty programs, gift cards, and targeted marketing
• Seamless integration of CRM, supply chain management, and other components
• Easily generate reports on customer profiles
• Ability to analyze, categorize, tag and filter customer information
• Other user-defined tasks

Since ChainDrive is customizable and fully supported, it is possible to have the answers to your questions and get the Customer Relationship Management software you need.