You’re a partnerships team member. How do you know which CRM software to use?

1 Assess your goals

Before you start browsing for CRM software, you need to define your goals and expectations. What are you trying to achieve with your partnerships? How do you measure your success? What are the main challenges or pain points you face? How do you communicate and collaborate with your partners? Answering these questions can help you identify your priorities and requirements for a CRM software.

2 Compare features and benefits

When you have a clear idea of what you need, it's time to compare different CRM software options based on their features and benefits. Consider contact management, communication tools, task management, reporting and analytics, and integration and customization. Contact management lets you store and organize partner information, such as name, email, phone, website, social media, etc. Communication tools enable you to send and receive messages, calls, emails, or notifications to your partners from within the CRM software. Task management helps you create and assign tasks, set deadlines, track progress, and follow up with your partners. Reporting and analytics provide insights and feedback on your partnership performance such as revenue, conversions, engagement, satisfaction etc. Integration and customization allows you to connect your CRM software with other tools and platforms you use like email, calendar, social media or accounting. It also lets you customize your CRM software to suit your specific needs and preferences.

3 Consider your budget and scalability

Another factor to consider when choosing a CRM software is your budget and scalability. How much can you afford to spend on a CRM software? How many users and partners do you need to manage? How much storage and bandwidth do you need? How often do you need to update or upgrade your CRM software? These questions can help you narrow down your options based on their pricing and plans. You should also look for a CRM software that can grow with your business and adapt to your changing needs.

5 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?