Six Tips In Selecting The Best CRM Software Malaysia

Looking for CRM Software Malaysia? It is undeniable that CRM has become an important component for every business, both big and small. It enables you to turn your leads into loyal customers as well as allowing you to keep in touch with them easily and regularly. 

The best CRM software allows you to track pending tasks, remember calls and follow-ups to be made, schedule appointments, make quotes, forecast sales, identify potential opportunities and more. In short, CRM helps remind companies that all their actions are done to achieve one goal: grow the business. The software integrates all departments whether customer support, technical, sales and HR to provide an automated, organized and synchronized response to all customers. There are lots of businesses and companies using the software to achieve this reality.

CRM is the integration of databases of customers, clients and sales and support people that helps you maximize profits by taking the right action based on insights provided by that integration. Therefore, it becomes important to find a system that not only can protect your customer database but also a CRM management system that is easy enough for your associates to adopt and use. In business, we are always looking for ways to improve our efficiencies and free up our team’s time.  And CRM is the logical choice.

Even though there are many solutions that can provide this for your enterprise, the beauty of CRM software is that it can accomplish these tasks automatically with just one single solution. Besides, it can also integrate data from other areas of your business without any additional work. As a whole, CRM software gives you and your sales teams all the tools necessary to grow your business in a central hub with the least amount of work possible.

When you want to look for the right CRM Software Malaysia it is essential to evaluate your actual business needs before moving forward with any new solution. This tool is meant to fit your business needs; your business should not have to change to fit the software. Choosing the best CRM software involves connecting your various daily processes and figuring out how the CRM software can eliminate manual tasks and augment your existing processes.

Here are the six tips to focus on when selecting the best Malaysia CRM Software tool for the improvement of your business:

1. Understand the various types of CRM software Malaysia

It is recommended to gather and research an in-depth understanding of the different types of CRM tools available in the market. Different solutions have been specially designed to meet the requirements of various business needs. So you need to know how CRM tools differ from each other in terms of factors such as operations, sales intelligence, analytics, campaign management, consumer relationship and collaboration. 

2. Opt for a fully customizable package

The manufacturers of the CRM software have a general idea in mind when creating the software. However, different businesses deal with different products. Since every business has unique needs, it is imperative for you to choose one that allows you to address your business’ unique requirements. Choose the CRM tool which is customizable, allowing you to add filters, custom fields and tags during the sales stage; making the sales report in sync with your business operations. Your business will definitely function better with a customized CRM package.

3. Ensure that CRM provide the best benefits to your business

Nobody wants to make an investment that will not bring the expected returns. It is true that the idea of adopting a synchronized and automated system for all departments is quite tempting. But choosing a single CRM might be more difficult than imagined, especially for organizations that operate through complex processes. There are some key points you’ll be judging and measuring the chosen CRM for its return on investment (ROI). This includes sales, lead generation etc. Once you’ve measured the CRM’s ROI, only then you can rest assured that the same would aid you in keeping your business up and running all the time. Therefore, before deciding on any particular CRM, it is important to weigh the pros and cons of having it to determine whether it’s the best solution.

4. Look for an efficient online integration

More and more people prefer to do their business online instead of going to the physical address. Nowadays, even most of the CRM systems are hosted online for better efficiency. Therefore, look for a package which has a simple online integration process. That way, if potential and current customers sign up for a newsletter, web forms or even make payments online, everything works out efficiently. Definitely, you don’t want disgruntled employees filling your customer care department with queries regarding delays in payments or other matters.

5. Make it mobile

It is recommended to choose a mobile CRM. Why? Because it gives your on-location and branch staff access to the CRM infrastructure anytime and anywhere. Plus real-time applications perform better for faster customer service or sales decision. Some critical factors to check for a mobile CRM includes,  the security which should be enterprise-grade with object-based security permissions to limit access to authorized personnel only. The CRM mobile app should be compatible with all major platforms such as Android, iOS and Windows Phone. It should have specific controls for disabling data access or auto data wipe out in case of lost or stolen mobile devices. It should also comprise of smart forms that you can customize to reduce steps in mobile entry.

6. Remember the future

A good CRM software is one that can be scalable to match for future business expansion and needs. Select one with features include up sizing the features and tools if, for instance, you need more users, add more departments. Also, you should be able to effectively collaborate with a renowned outsourcing firm to your specific CRM infrastructure. Scalability also means flexibility in package cost. Since your business is bound to expand and contrast at regular time intervals, it is essential to select a CRM that can scale up and down in order to match your existing business resources.


Choosing the correct CRM for your business is an important process. Ensure that you dedicate enough time to the research process to find the best CRM software in Malaysia for your organization. You want to make sure you choose the best system for your business model, as the right one will be instrumental in the growth of your company.