A Guide to Choosing the Right CRM Tool

A Guide to Choosing the Right CRM Tool

Customer Relationship Management (CRM) hand written image

A good CRM tool is essential for any growing business.

When your business is young, it’s easy to take great care of all of your customers. But as you continue to grow, and the number of customers your business brings in rises, it becomes a challenge to bring the same level of service to each individual. That’s where a CRM tool comes to the rescue.

CRM stands for “Customer Relationship Management”. When it was first rolled out the designation was simple: help businesses build and maintain relationships with new and existing customers. Since their origin, they have evolved into a powerhouse multi-purpose tool that helps users manage sales, marketing, transactions, accounting, vendors and more. All in one easily accessible solution.

CRM tools also help you find leads and follow up with prospects, nurturing them through a sales pipeline. And finally, CRMs continue to do their original job: maintain customer loyalty, keep customers happy, and boost sales.

Information and Data charted on laptop screen

When used properly a CRM tool will give you a wealth of information about your customers.

You can properly target which customers are most valuable, and they assist you through all the levels of marketing to help provide them high quality support.

Ironically, the most important time to start using CRM tools is when your business is already growing on its own. The faster you grow, the higher the risk of slowing down or losing quality service. CRM can help you to manage and monitor your growth, and lead you on a path of sustainability and predictability.

OK, so we get it. CRM is a powerful tool, and one you should definitely be using for your business.

But there are a lot of providers to choose from. How do you pick which one is best for you?

There are a lot of areas where these providers can help, and they are all tailored to businesses of different sizes. So answering a few questions about your business is a great place to start.

These questions should include:

  • Are they within your budget?
  • Do they offer flexible plans?
  • How is their tech support?
  • What is the implementation process?
  • Is it easy to use and train employees?
  • Does it integrate with other solutions we use?
  • Where are we most looking to improve?
  • Is it build for the size of our business?

Some CRM tools offer a free trial up to 30 days long. Once you have answered some of these questions, it could be a good idea to try out a few and see what you like.

Once you think you are ready to implement a CRM, some of the best providers can be found here, on Business News Daily, well organized and even ranked.

Don’t get lost in all of this information.

If you’re feeling a bit overwhelmed by the moving parts, vast array of providers, or even having trouble answering the questions above, there is no need to get discouraged.

Pearl Marketing offers guidance and consultation for business interested in CRM. And if your company is the right fit, Pearl can even assist you in purchasing a discounted CRM license through us, that we often recommend to our own clients.

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Contact Us

So if you’re interested in CRM, call us at 603-732-9070, email [email protected], or send us a message at

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Join Our Academy

You can also learn more about CRM tools in our Lead Generation Course through Pearl Marketing Academy. Simply go to and click on “Courses.”

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