Chances are that your business tracks and sorts various clients, partners, or stakeholders in different ways. You noticed that there is something wrong with this picture and that you need a solution that can be used for all of these contacts. A cloud CRM solution is a centralized platform where you can add all of your contacts.
What’s even better is the fact that it also gives you many options for managing them effectively and performing various actions related to them. Still, choosing a CRM solution is not that easy. Every business is different and it has different processes which reflect on how they can manage their customer relationships.
This means that you need to choose a CRM with the right features. However, there are also other things to consider such as getting a cloud CRM or an in-house CRM. Today, we are going to give you advice on how to recognize if a cloud solution is right for your business.
You need mobility and instant access
If your salespeople often have to make urgent, important calls while they are out or send some valuable information to potential customers, a cloud-based CRM solution would make their jobs a lot easier. A cloud system can be accessed anytime, anywhere, just as long as you have an internet connection.
They will be able to access the centralized database and perform any actions that they could do while at the office. This is a very handy benefit especially if you are running a small business and you often have to work even outside of the regular hours.
Cloud-based CRM example: bpmonline.com/crm/cloud-crm
You don’t have an IT department, nor a developed IT infrastructure
All in-house CRM solutions need to be deployed and installed on all devices individually and set up properly. This requires a lot of time and certain expertise. Cloud-based solutions, on the other hand, don’t require you to do anything. When getting a SaaS CRM the only thing you will have to do is to pay your subscription and you will get access to your accounts.
There is no need for managing or setting up anything on your own as everything is ready out of the box. You also won’t have to invest in servers and new devices that will help you run your software as all of these things are handled by the provider.
You need flexibility
If you don’t have the time or the money to make updates and upgrades to your software constantly but your business is growing and you need to scale your CRM needs to your business going with the cloud option is a better road for you.
All of the updates are handled by the provider and the only thing you will have to do is click the button when an update is ready. At the same time, if your business is growing and you need to scale your CRM needs most cloud CRM systems have different packages and switching from one to another takes a day.
If you have these needs make sure to get a cloud CRM solution and it will do wonders for your business.