An increasing number of companies are considering implementing CRM (Customer Relationship Management) systems to promote digital transformation (DX) and strengthen their sales.

But,

• ▶There are too many CRMs to choose from.
• ▶I don't know which one is right for my company.
• ▶I don't want to fail after implementing it.

Many people are probably struggling with this problem.

This article provides a clear explanation of how to choose a CRM system and compares major tools .

What is CRM? (A quick recap)

CRM is a system for managing customer information and sales activities.
A system to strengthen customer relationships.

• ▷ Managing customer information
• ▷ Sharing of sales history
• ▷Project management
• ▷Data Analysis

You can do things like this.

Reasons for making mistakes when choosing a CRM

Companies that fail to implement CRM systems share common characteristics.

that is

👉 Choosing based solely on "function"

.

For example,

• ▶Because it's famous
• ▶Because it's cheap
• ▶Because it has many features

If you choose for reasons such as these,

• ▷ Not used on site
• ▷ Operations are not running smoothly
• ▷In the end, I went back to Excel.

This is often the result.

Three key points to consider when choosing a CRM system.

When choosing a CRM system, the following three points are extremely important:

① Does it fit our company's operations?

Most importantly,
Does it fit our company's sales process?.

Many CRM tools are designed with customization in mind.
You need to determine if it fits the job requirements.

② Is it easy to use on site?

No matter how advanced a product is, it's meaningless if it's not used by people on the ground.

• ▶Is it easy to input?
• ▶Is the screen easy to understand?
• ▶Is it easy to use?

These perspectives are important.

③ Scalability and connectivity

CRM is not something that ends with implementation.
A foundation that will last a long time..

for that reason,

• ▷ Integration with other systems
• ▷ Integration with business applications
• ▷Future expansion

Whether or not that is possible is also an important point.

Recommended CRM Comparison

A comparison of representative CRMs is as follows:

Microsoft Dynamics 365

Characteristics

• ▶Microsoft CRM
• ▶Compatible with Power Platform
• ▶ High degree of customizability

Suitable companies

• ▷I want to create a solid sales process.
• ▷I want to integrate with business applications.
• ▷We want to promote DX

👉 The biggest strength is that it can integrate CRM, business applications, and data utilization.

Salesforce

Characteristics

• ▶World's No. 1 market share
• ▶Feature-rich
• ▶Strong ecosystem

Suitable companies

• ▷Large-scale operation
• ▷Global companies
• ▷I want to make use of standard features

👉 However, this tends to be more expensive.

HubSpot

Characteristics

• ▶Free plan available
• ▶Strong in marketing
• ▶Simple UI

Suitable companies

• ▷Small to medium-sized companies
• ▷Emphasis on marketing
• ▷Implementing CRM for the first time

kintone

Characteristics

• ▶Create apps without coding
• ▶ Flexible customization
• ▶For Japanese companies

Suitable companies

• ▷I want to create a business application.
• ▷Companies that are not strong in IT
• ▷Small to medium scale

EMOROCO CRM Lite

Characteristics

▶Build CRM and business applications without coding.
▶Low cost (from 1,500 yen/user per month)
▶ Unlimited custom entities
▶Workflow, BPF, and dashboard included as standard.
▶GIS (Map) and route sales functions available
▶Self-hosting support (allows for flexible operation)

Suitable companies

▷I want to implement CRM while keeping costs down.
▷We want to be able to flexibly customize it to suit our company's operations.
▷We want to create a CRM that is actually used in the field.
▷I want to move away from Excel management.

👉 The biggest strength is that it can achieve both "low cost, flexibility, and on-site adoption" at the same time.

So which one should I choose?

As conclusion,

👉 Choosing a CRM that suits your company's operations is of utmost importance.

Among them,

• ▶Large-scale/Global → Salesforce
• ▶Overall DX and Microsoft integration → Dynamics 365
• ▶Marketing-focused and easy to use → HubSpot
• ▶Focus on business applications → kintone
• ▶Cost × Flexibility × On-site Adoption → EMOROCO CRM Lite

This selection method is very easy to understand.

To avoid failure when implementing CRM

The most important thing when implementing CRM is

👉It 's ​​not a tool, it's a "design".

• ▷Sales Process
• ▷Input Rules
• ▷Operational Flow

By organizing these and then implementing them,
CRM can lead to significant results.

Are you struggling to select and utilize a CRM system?

If currently,

▶I'm having trouble choosing a CRM.
▶ We implemented it, but we haven't been able to use it effectively.
▶I want to move away from Excel management.

If you have such challenges,

👉 It's important to visualize whether a CRM is right for your company.

At ARCUS Japan,
We offer a free diagnostic service to check your CRM usage.

Furthermore,

👉 A free 30-day demo of EMOROCO CRM Lite is also available.

You can actually touch and try it out to see if it's right for your company.

CRM diagnosis here

CRM Doctor Free Diagnosis

Click here for a free demo of EMOROCO CRM Lite.

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