October 26, 2017

How to choose a CRM system

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A CRM database allows employers to record and manage marketing emails, events and business contacts. Simon McNidder from Database First Aid explains the benefits of using a CRM system as well as what to expect when applying it for the first time.

A CRM database will help you excel your company’s performance in three main areas: CRM

  • Relationship Management: Building a greater relationship with clients and helping fulfil their needs
  • Marketing and Business Development: Tailored communication for clients and email marketing becomes easier to produce and results in higher clicks
  • Less Wasted Time: Fewer opportunities are missed and errors and unnecessary information lessen

Time to implement

Allow roughly six months to fully implement the database. This time allows for:

  • Gathering information and data
  • Training staff and launching
  • Discovering what you want to get out of the system
  • Gaining contracts with database suppliers


The database will also become beneficial with the upcoming GDPR effect, using the database will allow everything to be in one place, making it easier to ‘unsubscribe’ and allows for ‘opt-in’ preferences.

Disruptions and risks

A CRM database relies on the trust and compliance of staff and clients. Some notable things to bear in mind:

  • Don’t ignore data quality in the long term.
  • Details of staff members need to be thoroughly checked and an ‘opt-in’ approach needs to be incorporated.
  • Everyone should attend training for the system when it is in place.

If you would like to learn more about the use of a the database, including information about immediate cash flow and the time it takes to implement into your business, please use this link to read Simon’s full guide: CRM – Costs Benefits Risks.

About the author:

Simon McNidder, data protection Simon McNidder has spent over 20 years using, managing and implementing CRM databases in-house, mainly in professional service firms, winning two CRM industry awards during this period. Simon is now a CRM Database Consultant and runs Database First Aid Ltd, fixing CRM databases and marketing data headaches. Typical services range from cleansing data, combining duplicate contacts, merging multiple contact lists into one, or finding solutions for clients. For more CRM tips, visit Simon’s LinkedIn Profile. 




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