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5 Questions to ask before investing in a Opensource CRM Software

By August 27, 2020August 18th, 2021CRM Essentials

In today’s competitive Business world, investing in a CRM Tool will prove to be a boon for your company, though it doesn’t mean that you can sign up for any first CRM tool that you find in the market. Examining the features of the CRM tool is an important task, but along with this there are also some important pointers that need to be considered before one can finalize the CRM tool.

Thus, if you are considering investing in a CRM, ask yourself these five questions:

A CRM won’t be effective if it is considered only as an application to store data and not making any productive use out of it. Data Collection and Maintenance goes hand in hand, where you actually use the data collected in a way that improves your business.

  • How long will it take to implement?

This answer solely varies from one Company to another. The timeline of implementation depends upon the customization required, size of the company and number of users, custom integrations, and integration with third party tools and so on.

If the Marketing, Sales and Service process cycles are fairly simple then amendments of few custom modules will be up and running fairly quickly. However, your main priority over here will be to finalize the Business process flow, incorporate them with the features of CRM so that it meets your goals and also it does not take a lot of time to be implemented. Care should be taken here to not go overboard with your customization because they may tend to stall the project and delay the overall implementation.

  • Does it integrate with my existing tool-set?

The main motive of investing in a CRM tool is to ease the work of the staff. SuiteCRM Integration with tools that automate Marketing campaigns, communicate through Social Media platforms, synchronization with Email accounts, auto-ticket logging through emails so that the information would get automatically be input into the CRM without having the need to copy-paste by switching between applications, is something that the TP integration feature of the Opensource CRM software should be able to handle with ease.

One important point is the data collection and the presentation of the reports in the Opensource CRM. To ensure that there is no data duplicity and all data has been included to be presented in the reports.

  • What information do I need to collect to find actionable insights?

Reports contribute to an integral part of any software tool. Based on the goals defined, you can determine which reports matter most as per the business process. Investing in SuiteCRM tool will provide a wide range of customizable reports easily available that can help to figure out below concerns –

Checking up the monthly forecast per sales representative.

Reports providing data based on your current sales funnel.

TAT details of the tickets logged.

Examining staff performance.

Though a lot of reports are customizable and can be extracted according to the department, the whole process of extraction should be simple and the data should be presented in an understandable format so that it becomes easy to make decisions.

  • Is it easy to use? How can I motivate my staff to use a SuiteCRM?

SuiteCRM is a tool that helps in improving customer relationships and not every company needs a complicated, highly customized platform that may lead the user to invest most of his time in just inputting and maintaining the data within SuiteCRM. A successful SuiteCRM implementation is only when people start using the tool and are able to input the data easily and get an output as per various necessities. The user experience should be intuitive. Also, the navigation and the user-friendliness of the CRM software need to be tested before it is even finalized. A lot of CRM software stresses on being user friendly but the one that does not have a lot of processes and workflows should be selected. 

  • Last but not the least, establishing a robust framework or strategy to measure ROI:

is one of the best means to determine whether the new CRM system is working the way you want. Below listed are few key metrics to consider in this context:

Vendor fees and support expense

Consulting, data migration, implementation and maintenance costs

IT infrastructure costs



Setting your first CRM software may seem taxing, but the efforts you put in are sure to pay-off in the long run. Nevertheless, if you are a start-up or a small-business/SME trying to get into action with big players out there, nothing can beat a cloud-based CRM solution for you.

The success of any CRM implementation largely depends on the ability of the users to efficiently work with the system. This is the best way to know more about the SuiteCRM Training.

Nasir Khan - CRM Author

Nasir Khan - CRM Author

Deployed robust sales, marketing and customer support automation systems and implemented industry best practices/processes across verticals such as BFSI, Manufacturing, Real Estate, IT, ITES, eCommerce, Education etc.,