The Great Choice…
There is a common question that I am noticing appearing in many community conversations again right now. “What is the best CRM for my business?”
Selecting the right system for you and your business is akin to your coffee order. With the rise of accessible applications, the pool of choice has widened making the final selection somewhat of a daunting process.
Here are some easy steps to consider when looking for your next system:
Step One: Be crystal clear on what you need.
Outline your business requirements and the specific problems you need the system to solve. Consider factors like customer tracking, sales management, and integration with other tools you use.
Step Two: Evaluate your options.
Research various systems and compare their features, pricing, and user reviews. Look for ones that align closely with your needs and budget. Three is the magic number.
Step Three: Test drive your top picks.
Take advantage of free trials or demo versions to get a hands-on feel for how each system works. Involve your team in the testing process to ensure it’s user-friendly and meets everyone’s needs.
Step Four: Consider scalability.
Choose a system that can grow with your business. It should be flexible enough to accommodate increasing data, more users, and additional features as your business expands.
Step Five: Support and training.
Ensure the system provider offers robust customer support and training resources. This can make a significant difference in how smoothly you can implement and adopt the new system.
Step Six: Make an informed decision.
Gather feedback from your team, weigh the pros and cons, and choose the system that best aligns with your business goals and operational workflow.
Remember, the best SYSTEM for your business is the one that fits your unique needs and helps you streamline your operations effectively.
If you have any questions or need further guidance, feel free to reach out. We are here to help you make the best choice for your business.
Resource Available | Selecting Your Business Systems
What’s Inside:
- Six System Selection Considerations
- Systems Capability Matrix Template
Working with The Artisans
The Artisans: a solutions-focused small business consultancy.
We support businesses to become stronger through the design, development and implementation of robust operational systems.
The Artisans Process.
Step One: Book A Call to discuss your requirements
Step Two: Identify | Conduct an Operational Audit
Why Start Here?
In order to develop an effective solution, we first need to investigate and identify the root cause of the issue(s)
Step Three: Solution | Tailored Support Package(s)
What’s Next?
We offer different levels of support, customised for each client dependent on their needs, whether it be short term for a specific issue, longer term, or even open ended, working with you to analyse and address every aspect of your business.
When streamlining your operations is a priority for you, reach out and we can design the support to take the right next steps towards strengthening your business for the next phase.
About The Author: Nicole Smith , Fractional COO and Business Strategist
With over 20 years of experience, Nicole specialises in optimising business operations and designing scalable onboarding solutions that enhance efficiency and employee retention. Her proven six-step process ensures your onboarding system is streamlined, effective, and aligned with your business goals.
Nicole’s expertise spans national and international organisations, including AXA , Rothschild & Co, and Macquarie Group, where she has successfully supported teams in achieving clarity, alignment, and impactful outcomes in both London and Australia.
Passionate about creating human-centred solutions, Nicole integrates your business’s unique culture into every onboarding system she develops, ensuring new hires are set up for long-term success and engagement.
