Do you know how to choose a good CRM for your company? – WAU

If there were a top 5 of the most complex activities in a manager’s routine, making decisions would come first. It takes time, analysis, responsibility and energy. That’s right! Our brain spends a fifth of our energy to choose simple tasks, such as what to eat for breakfast. This question is […]

If there were a top 5 of the most complex activities in a manager’s routine, making decisions would come first. It takes time, analysis, responsibility and energy.

That’s right! Our brain spends a fifth of our energy to choose simple tasks, such as what to eat for breakfast.

This question is so latent that Mark Zuckerberg chose to wear a blouse of the same model and color every day just to free his brain and focus on more important things. And how does this relate to the proposal on how to choose a CRM, the title of our article?

Simple! If it is already difficult to define our clothes, imagine a system that will influence the way your company works with customers? Thinking about this challenge, we will tell you some tips to make this choice lighter. Check out!

Evaluate your company’s internal processes

When you go to buy furniture for your home, you certainly know all the measures of the rooms. After all, you don’t want to spend a lot of money on a sofa bigger than your living room. The same logic applies to purchasing a CRM. It is necessary to evaluate the internal structure of your company to make the correct acquisition.

However, buying a CRM is not just about size. The big relationship here concerns processes within your organization. The manager should consider the following questions during his analysis:

  • How big is my company?
  • how many employees do i have?
  • how is my sales cycle?
  • what advantages will the tool bring to my business?
  • what points do i want / need to improve my sales?

Once you know how to answer them, move on to the choice itself. Do you know why this checklist is important?

Because a CRM only makes sense in a company if it has a defined minimum sales structure. The system aims to organize and optimize the business process and, if it does not already exist or is insufficient, it will not bring results.

Okay, you already understood that you need to have some processes in place before purchasing a CRM.

But when is the best time to buy the software? Let’s be honest: now! The ideal is to have the system at the time of opening the company to start the sales strategy and data storage all organized.

However, if it is not possible to start your business with CRM, the best time to buy it is when you have a well-established sales process. In this way, CRM will add value to your enterprise.

Now that you know how to assess whether your company needs a CRM system, let’s help you choose one. Prepared? So, go to the next topic.

Find out what a good CRM needs to have

Think about buying a car. He needs to have some basic items to perform well: engine, power steering, electric locks, sturdy tires. The purchase of a CRM follows the same principle: there are essential features to be considered when purchasing. See below:


In a company you have different departments: commercial, HR and finance, for example. All areas need to talk to each other and understand how the activities of one influence the performance of the other.

Suppose that the financier to pay employees’ salaries must know how many sales are needed to perform this task. CRM facilitates the transaction of information within the organization, so that each sector knows what its goals are and how to act to generate better results.

In addition to internal integration, a good CRM should offer integration with other tools such as email, marketing automation, calls, social networks, among others that can make life easier for employees.

A salesperson, for example, can optimize his working time, be more productive and improve his relationship with the customer if he has only one screen access to the entire history of the relationship between the organization and the consumer.


Each company has a different sales strategy and metrics, being able to make B2B sales or B2C sales, for example. Therefore, when choosing a CRM, you need to opt for a system with a customizable control panel.

So, instead of wasting time gathering loose sheets and looking at each metric separately, you can create filters with the most important items to track and assemble them in one place.

In practice, having everything organized your way means having faster access to data, the option to change your goals, defining which employees can see certain features, among other benefits.

Data storage

This is a basic feature of a CRM. If you hear or see somewhere that a CRM does not have this function, get away!

But you must be wondering why storing data is so important to your business, isn’t it? The answer is quite simple: because your company can make strategic decisions and grow in the market using CRM.

With the data stored and analyzed, a company can perceive the bottlenecks of its purchase process, how the consumer is reacting to a service, what are the difficulties of its sales team, among other information. And, if you can measure data, you can make more conscious decisions with a high chance of success.

In addition to assisting in the administration of the business, the manager can check the performance of each salesperson: how much he sells, if he is doing all his tasks, how is the interaction with the consumer.

With this information, he is able to make an assessment of the team and also individual. This helps when giving feedback and making changes to the team.


A good CRM needs to give you the option of having customized reports. Having access to these documents allows the company to identify where its flaws and opportunities are to adapt its products, prices, services and deliveries.

However, remember: for the reports to be efficient, your team needs to enter all the data in the system, in all stages of sales. Only then will you be able to have detailed and complete reports.


When we talk about accessibility in a CRM system, we are talking about two items: operation in the cloud and on mobile devices. It is important to have these options to give more flexibility and agility in the work of your employees.

Imagine that your salesperson is in a taxi on the way to a meeting with the customer and wants to check what information is essential to conduct the sales proposal. By having a CRM on the smartphone, he can check it all out in a few clicks, gaining agility and more confidence.

The cloud operation of a CRM, on the other hand, provides more security and facilitates data updating. When everything is stored in the cloud, if the company has a problem with computers, it does not run the risk of losing all the information generated. Consider these two questions before buying a CRM.

These are the main topics when choosing a good CRM. So, can you already buy a system for your organization? Calm! Before that, you need to consider two more things. Check which ones in the topic below.

Consider the simplicity of CRM and try it out

After evaluating the needs of your company, the functionalities of CRM, now, you must pay attention to the last two items before making the choice of the ideal software for your company. Are they:


The anxiety of organizing and having a lot of resources is usually great among managers. Often, we already want to start at full strength.

But reflect with us: what is the use of taking a Ferrari to drive if the track only allows you to drive at 80 km / h? Nothing! You will not be able to harness the full power of the car.

So it is with CRM. It is more worthwhile to bet on a model that fits your reality. That way, as your business grows, you switch to more robust software.

So, focus on simplicity. It will be easier to train your team to work on the system and adapt the model to your business, creating a sales funnel. Gradually scaling up the use of CRM until it reaches its maximum performance is the best alternative.

Test CRM

Never skip this step. It is important for you to understand, in practice, how CRM can improve the routine of your employees and your company. When you test the system, you have the possibility to check if it fulfills its promise.

In addition, you can have access to features that go beyond your needs, but are compatible with your company’s demands, and you can adopt them.

One thing is for sure: having a CRM, at any time in your company, will give your business more competitive advantage.

The software allows your organization to gain in productivity and intelligence, making it easier to make more planned decisions. Combining strategy with data is crucial to having a good performance in the market.

What’s up? Still doubts whether it is really worth investing in this tool and how to choose a CRM that meets your needs? Do not worry! Take a free trial and start evaluating the best solution for your company today!