How to Choose the Right CRM for your Business

Customer Relationship Management systems also referred to as CRMs, have been around for many years. What started with handwritten notes and ledger books has evolved into complex digital programs that manage everything from optimizing daily schedules, in the moment call recording, live capture electronic signatures and more. In the life sciences space, a CRM is also critical to ensure compliance to local, state and federal rules.


Choosing CRM Tools

There are several things to consider when choosing the right CRM software for your business. Today, management software can be designed specifically to meet your needs. By choosing a customized program, you get precisely what you need, without paying for unnecessary extras. The first step is to know your business and what it needs to thrive.

Once you understand what your business needs, you can start looking for the specific CRM tools that will benefit your business the most. When it comes to tools in life sciences, your CRM selection criteria should include compliance, accuracy, ease of use and connectivity. A proper CRM software should allow you to create a personalized experience for each of your teams. Your CRM choice should be your team’s constant companion, reliably providing information they need to be successful in their positions, from tracking leads and follow ups, providing market and HCP specific data, while maintaining compliant sampling and samples.  By effectively managing relationships within a CRM, you foster a strong bond that will remain in place for many years.

CRM Solutions

Life science CRM solutions must be based on your company’s history and needs, but also cater to the client. For example, there should be a way for the platform to make you aware of FDA compliance within your business. Managing relationships between your company and the clients you serve involves knowing as much about them as possible. You need to know purchasing trends, the ideal form of communication (phone, text, or email), payment methods, delivery options and any other information that will allow you to provide them the level of quality service they expect. Powerful CRM solutions give you a chance to stay on top of every aspect of your business and maintain solid relationships with each of your customers.

CRM Implementation

Older methods of customer relationship management took hours out of a regular workday. With today’s technology, however, managing your customer relationships takes just a few seconds. The right CRM software can organize massive amounts of data in a short period of time. Software can send notifications for appointments, estimate reduced inventory numbers, pre-schedule orders and many other tasks that would have taken hours for you to accomplish on your own.

  • Lets you get to know your customers
  • Offers personalized service
  • Organizes, retrieves and utilizes data as needed
  • Secures sensitive information
  • Easy to use

Choosing the best CRM for your business starts with knowing what is available that meets your needs. Synergistix gives you the CRM tools and solutions you need to cater to your clients. We provide a level of personalized service that is hard to achieve when using older methods of organizations. The benefits of quality CRM software go far beyond simply organizing data, especially for life sciences. They build solid working relationships that both you and your clients can rely on. Synergistix helps lay the foundation for those relationships so that your company can continue to build a strong bond that will result in many years of growth for both you and your clients.

Contact us online or at 1-866-SFA-TOOL to schedule a demo.