CRM Software Advice

What is consider a Simple CRM software? Gosh what a good question, so here I go, trying to en light you a bit, in the path to find a real simple CRM software . In my experience, how simple a crm application is based in how many hours of training you need to take to launch and use the tool like a  a semi-expert.  You will be amazed, I used a CRM application when I used to work for HP/COMPAQ, that the trainning course took 2 full weeks. Is that a simple CRM software? Hell no! But hey, you need to start somewhere.

So what do you consider a simple CRM software? The first thing I need to do is to clarify something, a simple CRM software doesn’t mean a poor CRM software. Just because it is simple, like KISS, keep it simple stupid, it doesn’t mean you will not find power, flexibility and a professional product behind the application. All the opposite. I believe the most powerful CRM applications, are the ones that are simple.

So here is my top 5 list of things you need to consider to be able to classify a CRM application as simple.

1. Easy installation and migration of data. This mean you can install the application with a PHD and you can import and export data fast.

2. Non hassle training. Does include a video for training? a demo production account? what about a good step by step idiot proof manual?

3. Easy to find menu of GUI . A good User interface is basic, the fastest it is for us to find where are we going the more simple, the better.

4. How easy is to retrieve and update info? This is one o the most important ones….

5. How easy to is to generate reports and to change the preferences in the CRM application?

Remember: you really want something simple, because the CRM helps you to deal with the problems of your clients, so the last thing you want to have is problems generated by your CRM software. Don’t you think?