CRM Deployment – Solutions Available in Your Markets

Using Our Filter: All You Need to Know About CRM Deployment

The markets you operate in will affect how you do business and the software available to you. While some aspects of CRM platforms are universal, a tailored approach allows you to find the best fit. Our filter helps you pick CRM software that’s compatible with the country where your company is based, the markets where you operate, and areas for future expansion.

When you select a country from the list or type it into the search box, you’ll get a list of solutions tailored to that market. We use the dynamics of the local market, regulatory considerations, and industry trends to handpick the best options for you to explore and compare.

Once you’ve selected a country, the shortlist and buyers guide will help you narrow the selection. We’ve also added handy filters, so you can sort the full list of products based on the rating, pricing or your company size.

Why Trust BestCRMsoftware.com?

We carefully review each CRM platform that we list. Our recommendations are based on firsthand experience. If we pick out a feature we love, it’s because it’s made our lives easier. When we point out some challenges you could face, it’s because we’ve spent time using the software and seen them for ourselves too.

Our reviews focus on compatibility, which includes the devices you can use to access the software. Not every business is the same, so industry-specific functionalities are also a top priority. When it comes to operating in different markets, we pay attention to localized features, as we know you need CRM solutions to meet your exact requirements.

Accessing CRM: The Most Popular Platforms Used by Existing CRM Users

To ensure you deploy your CRM in the best way for your organization, you’ll need to consider what platforms and operating systems your team uses.

This can affect how much it costs, training needs, and workflow. If you need to hit the ground running, you’ll want a fast setup so accessing it via the cloud may be the best option. On the other hand, adding monthly costs to your budget might not suit your financial situation. 

If your users are constantly on the go, they won’t want to visit the office to access the CRM. We’ve gained insights into the most popular devices and platforms that existing CRM users prefer. With these factors in mind, let’s take a look at the different options for CRM deployment.

Mobile

Cloud-based CRM software is hosted on the vendor’s server instead of yours. You gain access through an online connection and your browser or an app. 

There are advantages to this route, as the setup is quick and the hardware requirements are minimal. Instead of an upfront cost, you’ll have a subscription-based service with ongoing expenses. The CRM data is stored off-premises, though, so you’re relying on your external provider for data security.

You can access cloud CRM platforms from any internet-enabled device. For businesses where employees are often on the move, accessing and updating client information is essential. Using the CRM through your mobile browser is one option, but we’ll always mention whether a platform also has dedicated apps for iOS and Android devices. 

Your CRM usage could be entirely mobile, or just a handy ‘on the fly’ add-on to complete tasks from your desktop. For sales teams that are always in the field, there are options for streamlining tasks and tracking the sales pipeline. Let’s take a look at the mobile options for CRM on the go.

iOS/iPadOS

If your company uses Apple iPhones or iPads, then you can download your chosen CRM app from the Apple App Store. The apps usually have the same functionality as the desktop options. iOS apps will work on both devices, and some apps have special versions designed to optimize the experience when using an iPad.

When considering deployment, you can look at cloud-based options through Safari or an app. Our reviews mention any apps available and if the software is optimized for mobile devices.

If you plan to use the dedicated app from the Apple App Store, we recommend finding out how updates are deployed. As iOS versions launch, some devices are left behind when it comes to app updates.

Android

If you use Android devices, you’ll want to check if your preferred CRM has a dedicated app in the Google Play Store. Ideally, your mobile CRM will deliver real-time information no matter where you are. If your whole team accesses your CRM from Android devices, they’ll have a centralized store for documentation, which avoids duplication.  

Most CRMs ensure they’re compatible with both iOS and Android devices, but it’s important to read specific reviews about the app, as the design and functionality may differ slightly between operating systems. You can usually schedule meetings, track deals, manage customer information, and generate quotes from your mobile device.

Having CRM software in your pocket means you can perform tasks without the need to return to a main office or desk. It’s essential to consider user-friendliness, as apps have different design considerations to desktop software. Integration, security, and the ability to get the app on the devices of multiple team members are also key considerations.

Desktop

You can choose to access your CRM via a cloud-based or on-premises solution.

An on-premises CRM is installed on your company’s servers. If you have remote access to those already, then mobility won’t be an issue. Installation requires more time to configure it on-site, but once it’s there, you’re in control of the data and the security measures.

On-premises CRM has fewer ongoing costs, but it requires more investment upfront when purchasing any software and hardware. By contrast, a cloud-based option reduces up-front expenditure, but requires a subscription.

Desktop access is one of the most popular options for CRM users, whether it’s cloud-based or on-premises software. The larger screen size makes completing complex tasks easier.

Windows

You can use your Windows PC to access cloud-based or on-premises CRM software. Accessing via the cloud just requires that you sign into your account in your browser. Alternatively, an app may be available in the Microsoft Store. Even if there’s no app in the store, Microsoft Edge allows you to install a website as an app.  

If you go the on-premises route, you’ll have to factor in the cost and logistics of installing the software.

MacOS

To get the most out of your CRM software on your Mac, you’ll want an option that works well with Apple devices. If you choose cloud-based software, then you’ll only need to think about accessing it through your browser. You may find an app for your CRM in the App Store

Fortunately, most operators create versatile platforms that run on all operating systems. However, it’s still worth considering the quality of customer support for Mac users. If they have Mac articles in their help center, it’s a good sign. With support agents who can tailor their responses to your device, you’ll get a smooth experience.

CRM Deployment to Suit Your Needs

The CRM you choose should fit the markets you work in and enhance your potential when it comes to expansion. Using our filter to find out which CRM platforms are compatible in specific countries helps you find the best fit.

Considering deployment when selecting the right CRM for you will make the process smoother. You’ll have access to the platform in the way you want it and on the devices that your company uses.