The best CRM solutions are those that are characterized by:

Simplicity. Some CRM solutions providers are creating complicated software mega-solutions. Where as these solutions may seem to address a multitude of CRM issues, they are often so complex that the solution is worse than the issues. Choosing a solution that offers an instinctive user interface and is easy to use offers strong criterion for success.

Affordability. Bells and whistles never come cheap. In addition to “feature bloat”, the price tag of many CRM solutions can quickly skyrocket into lots of dollars.

Robust Search Functionality. Tracking sales leads and opportunities is only part of the equation in a successful sales and marketing strategy. These efforts mean little if there are no tools to measure the results. CRM solutions that offer customizable reporting and filtering allow management to conduct business more effectively and efficiently

Flexibility. CRM solutions must be able to adapt to the way business is conducted, not the other way around. One should look for subtle capabilities like custom labels and private labeling of the software interface. Users will be more apt to make the most of the system when it looks and feels like their own company. Data collection, presentation and reporting must be flexible enough to accommodate vertical markets (markets which meet the needs of a particular industry.)

Organization benefits will differ widely depending upon the market served and the type of organization (production, research, service, etc). As a guideline, consider this list of benefits as a starting point.

• Increased customer satisfaction

• Improved market share

• Increased revenues

• Increased profit margin

• Real time access to customer information, account history, order information etc.

• Improved response time to requests for information. Ability to meet customer requirements increased

• Reduced costs of using and buying services and products

• Reduced expense of customer handling, e.g., lower call center expense