In Search of the Perfect CRM

When looking for CRM software, how can you choose the one that’s right for you? A quick Google search for “CRM software” generates nearly 2,000,000 results in less than a second. Paid listings, a definition of CRM, and a comparison site are among the first results.

CRM Tool Overload

Researching and recommending a software solution is a daunting task, particularly when that solution will be the primary tool used for managing business development. What’s more, every site will tell you its product is the right fit for your firm. Pricing for these solutions varies as well, from free to thousands of dollars a year.

Where do you begin to chip away at this proverbial iceberg? Business News Daily offers some parameters and poses important questions you should ask yourself when taking on this task. The biggest question: Why do you want such a system in the first place?

Today’s CRMs promote a number of similar feature sets. Contact management, task assignments, transparency, and a certain level of customization. At some point in the search process, every platform starts to feel essentially the same, with the decision coming down to price and likely made out of frustration.

The CRM Differentiator

With so many products on the market, a solid differentiator lies within the relationship you intend to have with the provider. Are you looking for a neutral vendor with automated support and implementation, or are you looking for a dedicated partner? Are you looking for a system that will work with you to ensure the product matches your firm’s needs and understands your business model, or do you prefer a one-size-fits-all approach?

We built ABLE with CPAs in mind. ABLE includes the features that CPAs desire most to nuture their best clients and keep their business development pipeline full. We understand that relationships are the key to success, so our customers’ experience with us – from the sales process through implementation and first-year adoption – is completely customized and handled by our dedicated team. We want our customers to talk to a person, and we make our team available. Meet the men and women “behind the curtain.”

To help you make an informed decision, we put together a comparison of the most popular CRMs on the market.

See how ABLE can move your firm’s business development forward. Schedule a demo today! Our team will show you how ABLE can make a difference in YOUR business.