Building a long-term relationship with customers is key to business success. There is no way a business can survive or obtain a competitive edge without leveraging customer data. In order to meet client demands, offer beautiful experiences, or predict future market trends, customer data must be in place and used correctly.

In an era like today where everything is going digital, it’s essential to tap into the power of technology to empower business operations. Nowadays there is what we call customer relationship management aka CRM. Customer relationship management involves several practices and strategies that businesses undertake to keep customer details at their fingertips and more so, to manage their relations with them.

With the available information, business managers can understand their customers better, strategize and even forecast future behaviors. According to the latest statistics, the CRM market is predicted to achieve an 11.6% CAGR from 2022 to 2027. With the help of CRM tools and software, businesses can collect, segment, manage, access, and utilize client formation anywhere and at any time.

There is a range of CRM software available on the market, some developed for specific functionalities and industries. However, whether you’re in the healthcare, architecture, retail, or service industry, here are the top-most features to consider before choosing a CRM software;

Contact Management 

Modern businesses require every detail of their customers to serve them better. If not now, you might need to run sizeable campaigns or study your audience in the future. Managing customer information with the filing approach is quite difficult. 

Accessing information, tracking, or fulfilling orders requires more manual efforts. However, with a customer management system (CMS), businesses can automate every aspect of customer relationship management.

CMS is a vital aspect of any CRM software you choose for your business. First and foremost, it must align with your company’s goals and needs. With a customer management system, a business can store and group contacts as desired. It is a better approach to organizing, accessing, personalizing, and tracking customers’ information. 

The work of the sales and marketing teams is also simplified. With that, choose a CRM software that can allow you to stay up to date with your contacts and utilize those contacts across all channels.  


For a business with different departments, it’s essential to choose a CRM that can help you sync data with other apps. More so, a software that can centralize data to be accessible by all other departments. Every business is unique and by opting for CRM software, you might be trying to solve a particular problem. 

Therefore, if you need to coordinate teams and smoothen their tasks, choose a CRM that can seamlessly fit your business needs.

Some CRM tools allow customization to help teams work better and faster. Managing customer relationships begins with the proper utilization of their information. CRM software can help you make better plans for them but see to it that it perfectly integrates with other business software. 


Businesses start small and at that point, they might not need CRM software. However, if you intend to grow sustainably or provide a better customer experience, it’s best to choose CRM software that is scalable. Choosing scalable CRM software can help you escape the future need of replacing the entire software which could be risky and costly.

Depending on your budget, choose an option that can positively impact the business ROI and one that can support operations. Assess a given CRM software to ensure that its capacity and functionalities can keep up with the business’s current and future needs.  


CRM software is convenient, but not all CRM tools or software function the same. Similarly, not every business should opt for ultra-advanced CRM software. Sometimes it’s best to start small and upgrade as your team’s digital skills advance. With that, consider choosing a CRM software that is easy to use i.e with a dashboard, and configurable settings, and also assess the design.

A complicated CRM software will make it difficult for some teams to navigate, work collaboratively or even understand customer information. Some CRM software may not even allow teams to access customer information on a mobile phone which may cause flexibility issues. Consider a CRM software that is cloud-based and one that allows effective reporting.  

Sales Performance Management

A given CRM software shouldn’t only offer easy access to customer information but must also allow teams to track performance. Analytical CRMs are excellent for sales and marketing teams. It’s because they allow teams to understand customer interactions and create a benchmark for operations.

When choosing a CRM software for your sales see to it that it allows sales automation and forecasting. Similarly, the CRM must allow the marketing team to understand customer behaviors and allocate resources effectively during the marketing campaigns. 

You might have to integrate web analytics to help you keep an eye on customer interactions. Automation is also important for efficiency. All in all, you will be able to identify areas that are performing or require improvements for business objectives

To encapsulate, many companies are diverting extra efforts to customer relationship management since it powers every aspect of business operation. More so to thrive in the competitive business world we live in today, businesses must prioritize customer experiences. There are many factors to consider when choosing CRM software for a business, some of which might not be listed here. But we believe, this piece offers valuable insights into what your CRM software must possess or be able to do.