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4 Steps to Choose between Cloud CRM and On-Premise CRM.

4 Steps to Choose between Cloud CRM and On-Premise CRM.

Every company strives to develop a strong customer relationship. With the help of CRM solutions, any business can reach this goal. But for such an achievement, you need to choose the software best suitable for you.
Even though choosing the correct CRM model for deployment isn’t everything, there can be a considerable difference in how successfully it is implemented. It all boils down to the resources you have at your disposal and your business requirements. You need to carefully evaluate these before making any decision.

Let us give you a small guideline to help you make a better-informed decision while choosing between cloud-based CRM and on-site CRM.

1. Be clear about your objectives

Some cloud-based CRM platforms are just plain relationship management, while others are full-featured platforms with functionalities for both marketing and sales. Think about these functionalities and their utility for your business before investing in the platform.

2. Thoroughly compare platforms

It is tough to properly compare the CRM platforms before you boil down to a few handful options. However once you narrow them down, it is essential to do a complete feature-by-feature comparison among the top choices in your list. Some of the very popular features are:

  • Role based user access
  • Constant support availability (via chat, email, phone, etc.)
  • Dedicated library for documents
  • Integration with your email marketing systems, email service, marketing automation, and other back-end services
  • Customizable reporting
  • Email tracking services
  • Accessible API
  • Support of multiple global currencies
  • Features for workflow automation

3. The CRM solution must be scalable

A great CRM software helps the company to grow, which means you should choose a solution that has the capacity to grow with you. If the business cracks a top-level deal, your CRM platform must be capable to accommodate upcoming changes with flexibility.

4. Assess the vendors

Merely comparing CRM products and their features before making a decision is not enough. You need to evaluate vendors as well. Check out their previous record, product history, and security solutions offered. Before making a purchase decision, be sure that the reputation, strength of the service and ease of working with is well established.

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About The Author

Anuprit Orse

Anuprit brings a vast experience across functions viz. business management, key account management, and sales operations & has a keen eye for identifying, nurturing and developing new opportunities and has proven record of connecting businesses. Being a focused entrepreneur, Anuprit also offers his edge as an influencer and seed funder to budding enterprises. Over the last 15 years’, he has helped set up several ventures – Prolific Sales Pvt. Ltd., SG Cubes Pvt. Ltd., Business Morphosis, and Creazione IT Solutions. All these have gone on to deliver ample success in the subsequent years. Anuprit has also worked as an independent consultant to a number of companies ranging from start-ups to Fortune 1000 assisting them close deals with companies like HP, Xerox, AWS, Microsoft, Air Canada, Northrop Grumman, Cisco, SAP, Adobe & Honeywell Automation. Here, he assisted them in devising precise strategies to identify customer segments for their respective products and services. He also has a strong knack of devising successful marketing campaigns resulting into a distinct growth of businesses.

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