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  • Writer's pictureDale Schaefer

How To Choose The Right CRM For Your Business

For small and medium-sized business-to-business companies, customer relationship management is crucial for growth and success. So how can you effectively manage your contacts, their information, and your interactions with them?

Customer Relationship Management (CRM) software will be your go-to solution from the very inception of your small business. CRMs are sales apps that provide a centralized hub for all your customer data. These apps will house information that includes contact information, and data from marketing, sales, customer success, and customer service. It will also allow you to send emails, make calls, and even automate specific processes. In addition, the right CRM software will store data in a way that can be analyzed and synchronized with data from other apps.

Finding a platform that fits your needs is a big decision and can be overwhelming. Take the time to consider your needs and the benefits of several CRMs before making your decision. Let's consider the main factors when choosing customer relationship management software for your small business.


The cost will be a significant consideration for any business, especially small businesses. Most plans are paid monthly per user. Before you start comparing plans, come to the table with a spending budget for your CRM.

Ease Of Use

You should not need a CRM specialist to manage your software as a small business owner. Instead, find a CRM that is approachable to everyone from the salespeople and marketing department to the office manager and CEO. Ask yourself, "Would I be comfortable using this daily?"


Look for CRM platforms that will offer a complete user experience and support. Make sure your chosen company has phone, email, and chat support. These different types of support will help you with issues that are both time-sensitive and less urgent.


Find a CRM platform that integrates with your company's business software, such as email, marketing platforms, or eCommerce. This integration option will help you maximize your investment.

To get the most out of your CRM, you need to set yourself up with one that will give you a customer success platform that can automate best practices for onboarding, engaging, and retaining customers. Select one that will make it easy to access data, capitalize on sales opportunities and manage your sales teams.

MaxDRIVE Marketing can help you with all your marketing strategies, including choosing the right CRM for your company. We are business development specialists. MaxDRIVE Marketing uses the latest marketing technology to help our B2B & Professional Services clients get high-quality Appointments each month with their ideal clients. We are an Appointment-setting company with our own Sales Development Representatives (SDR). Our SDRs set up those valuable Demo or Discovery meetings for you that can lead to quicker sales. We do the heavy lifting to get the appointments, and your sales professionals focus on closing the deals.

Reach out via email or give us a call at 502-775-9789. We will help you build and implement a strategy to meet your goals!



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