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Questions to Ask When Considering CRM Software

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CRM software was originally designed to help businesses build and maintain relationships with new and existing customers. Since then, CRM software has evolved from a simple contact management system into a robust tool that helps users manage sales, marketing, point-of-sale (POS) transactions, accounting, vendors and other types of operational data all in one easily accessible solution.

There are many different types of CRM software available, so choosing the right one is key https://www.harrysbarvenezia.com to making it work for your business. Here’s what small business owners advise asking potential vendors:

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Is it built for small business?
What is the implementation process like and how much technical assistance is included?
How easy is it to use? Can I easily train employees?
Are there any user minimums?
How easy is it to integrate with other solutions I already use?
What is the total cost of the software? Are there any setup or additional fees? What if I need to add more users or integrations?
Is the API accessible?
What type of security features are built in to the application?

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