Things to consider when choosing a B2B CRM Software

EBOOK

THINGS TO

CONSIDER WHEN

CHOOSING A

B2B CRM SOFTWARE

As a value added reseller (VAR), do you want to improve B2B customer experience? Do you wish to streamline activities and increase conversions? How about using a B2B CRM software?

Considering the unique needs of a B2B organization, a B2B CRM is slightly different than the one used by any B2C organization.

For instance, the purchase volumes in a B2B environment are far greater, hence strengthening client relationships is critical to grow your business. B2B CRM is designed to understand the purchasing behavior of large customers.

Hold millions of customer records in one place, sell anything online easily with Ecommerce CRM. From understanding customers' interest to identifying which emails are being viewed, a CRM tool allows you to connect with your customers on a personal level.

An ecommerce CRM is designed to provide a more personalized shopping experience to your customers, thereby bringing your brand/business closer to your targeted customers.

What to Look for in a B2B CRM? Your main purpose to use CRM is to streamline functions related to sales and customer service. So check whether the CRM you choose allows you to automate your tedious B2B sales process.

The CRM you adopt will enable you to save time on redundant activities related to prospect and customer management. Time-consuming activities like data entry, calendar management, lead updates, etc., should be easily automated.

Is it a Customizable CRM Software?

To meet your exact B2B business needs, you may want to add new features into the CRM software that you have chosen. This is possible only if the CRM tool is customizable.

Many VARs want to alter existing CRM features to meet their evolving business requirements. CRM software for VARs that support customization will help entrepreneurs to achieve their goals.

As a VAR, you might want to collect additional information about your B2B prospects and customers. In such circumstances, the CRM tool should have the provision to define custom fields.

All in all, the CRM tool you pick must allow you to extend its functionality as per your requirements. If the CRM tool does not have customization options, avoid choosing it.

From out-of-the-box customization to code-based customization, there has to be a provision to customize every aspect of the CRM platform.

Does the CRM Software support Custom Integration?

As the owner of a B2B ecommerce business, you must be using other business apps to run your day-to-day operations.

For instance, say you have incorporated an ecommerce app to provide a mobile shopping experience to your consumers. Ensure that the CRM tool you pick seamlessly integrates with your ecommerce app. This can certainly help to improve the sales performance of your sales team.

Does the CRM offer Marketing Tools?

Check out what tools the CRM is offering to facilitate your marketing efforts. Instead of choosing a dedicated marketing platform, go for a CRM with built-in marketing features.

Find out whether the CRM you pick has provision to send bulk emails to a specified group of contacts at a scheduled time.

Does it allow you to track recipient engagement in email marketing? This will enable you to determine the number of recipients that are opening the email.

Some CRM software applications allow their users to automate email responses based on customer behavior.

For instance, whenever your customers abandon their shopping cart, your CRM sends them an abandoned cart notification email. This cart recovery email strategy can surely help to increase conversions.

Many B2B ecommerce business owners face difficulty in attracting large customers. The inability to successfully launch email marketing campaigns is another issue faced by large entrepreneurs.

Many online retailers struggle to predict sales trends and forecasts. All these issues can be easily addressed by adopting an appropriate B2B CRM tool.

On the whole, when you want to get more out of your B2B sales process, it is necessary to use a CRM software.

Thank You