There are many different types of CRM software out in the market. Especially after visiting a trade show, you may find that you have a bag full of options. In order to avoid going with the wrong product for your needs, you need to make sure that you can access all the data easily.
The benefit of choosing Microsoft Access CRM is that it is integrated with Microsoft Office. If some of your data is in Word or Excel, the data is already formatted correctly. This means that you can take customer lists and transfer them into various fields without any issues. The same goes for moving data from the CRM tool into Publisher, Word, PowerPoint, or any other such program.
Too many companies focus on price or a good deal and forget about their actual needs. Not every CRM software program is created equally. You need to verify that the functionality exists, that the product works with your data, and that the product is user-friendly.
Only after you have confirmed that the software works should you make the purchase. From analyzing purchase history to collecting response rates, the CRM software is only as good as the data that is going into the program.
You can waste a lot of money with the wrong CRM software. However, you can increase your business productivity significantly with the right one. Therefore it's worth it to check out all options to see how it works with your data before making a purchase.