CRM, or customer relationship management, is an essential tool for any business that wants to succeed. It’s used not only to find potential leads but is also instrumental in boosting your team’s performance and efficiency. With a CRM in place, you and your team can collaborate more easily to ensure you deliver only high-quality products and services.

What should you look for in a B2B CRM tool? With a wide range of options to choose from, how do you find the best CRM software tool for your business? Here are six considerations to make when shopping for B2B CRM software.

1. Your needs

Different businesses have different needs. To find the right CRM tool, you have to think about why having a CRM software tool is a good business decision for you. Ask yourself, “What steps or processes can benefit from CRM software?” or “Are there areas that can be improved with the help of a CRM tool?” Once you have the answers to these questions, you can make a well-informed decision about which CRM tool to get.

2. Features and functionalities

CRM software tools are not made the same. They may share some similar features, but they may also come with unique or special functions that others may not have. To find the one that can address your business needs, you have to compare what features and functionalities they offer.

3. Ease of use

CRM tools are usually designed to be user-friendly so that people with very little knowledge or experience can get the hang of using it in no time. While shopping, you should look at each CRM inside and out so you can assess if it is something that you and your team can learn to use quickly.

4. Analytics

Having access to accurate and detailed reports on how your business is performing is key to knowing your strengths and weaknesses and creating strategies to improve and grow. Therefore, you need to choose a CRM tool that can generate reports.

5. Price

If you go online and look up “CRM price” or “How much does a CRM cost?” you will find that different CRM vendors offer their products at varying prices. When choosing, try not to go with the cheapest right away or think that the most expensive one is the best. Do some more digging to find out what comes with the CRM price tag that is advertised. There might be hidden costs or extra charges, and you do not want to find out about these things after you have paid for or installed the system.

6. Customer service

In case you need help getting started with using your CRM tool or if you encounter some problems while using it and need a quick fix, you will need a CRM vendor that offers high-quality customer service. While doing your research for the best CRM tool available, find out which CRM vendors have a reputation of providing stellar customer service promptly so that you can get help and assistance when troubles arise.