2. Define Your CRM Needs and Goals

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Once you understand your current challenges, translate them into specific CRM requirements. Avoid being swayed by every feature; focus on what genuinely solves your problems and aligns with your business goals.

Core Functionality: At a minimum, you'll need features for:
Lead Capture & Storage: Automatically capture leads from various sources (website, social media, manual entry).
Contact Management: Centralized database for all lead information, including contact details, company info, and interaction history.
Activity Tracking: Log calls, emails, meetings, and notes for each lead.

Lead Assignment & Routing: Automatically list of austria fax number assign leads to the right sales person or team based on predefined rules (e.g., by location, industry, or product interest).
Task Management: Schedule follow-up tasks and reminders.

Reporting & Analytics: Track key metrics like lead volume, conversion rates, and sales pipeline progress.
Scalability: Choose a CRM that can grow with your business. Will it support more users, more leads, and more complex processes in the future?
Integration Needs: What other tools do you use (e.g., email marketing platforms like Mailchimp, accounting software like Tally/QuickBooks, WhatsApp Business API for customer communication, local payment gateways)? Ensure the CRM can integrate with them to create a seamless workflow.
Budget: CRMs range from free basic versions to expensive enterprise solutions. Determine what you can realistically afford, considering monthly/annual subscriptions, implementation costs, and potential training fees.

User-Friendliness: The best CRM is one that your team will actually use. Look for an intuitive interface that requires minimal training. This is particularly important in Bangladesh where digital literacy levels among staff might vary.