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In 1991 Billy and Akaisha Kaderli retired at the age of 38. Now, into their 4th decade of this financially independent lifestyle, they invite you to take advantage of their wisdom and experience.

How will the availability and functionality of CRM help in business development?

 Ann Kramar

Person on a computer with charts

Many managers sooner or later face the issue of automating their business. If the business is new and not large, you can get by with self-written programs that can be created based on regular Excel or, for example, get by with a regular notepad.

When there are few clients, you can learn them by heart, and when contacting such a client, immediately address him by name, which, you see, can favorably influence the client’s opinion about your company. But when there are more and more customers and a simple notepad is not enough, the time comes and the introduction of CRM (Customer Relationship Management) is needed. For this, many go to the site

What should you pay attention to when choosing a CRM system?

Pay attention to the availability of the features you need. To do this, be sure to listen to the presentation, ask questions and, of course, test the system yourself and give the task of testing the system to your employees. 

The main functions can be:

•           availability of sales analytics tools in CRM;

•           the presence of a mobile application;

•           integration with other services, for example, IP-telephony, delivery services;

•           the ability to import data;

•           is there a task scheduler, etc.

Pay attention to the interface of the software, the program should be intuitive and easy to use. When testing the system, you must understand its functionality yourself. 

Before buying a CRM system, you need to describe your business processes and rely on your notes when choosing the right configuration.

What else is worth paying attention to?

A very important point in choosing a CRM system is to determine not only the solution of today's problems, but also your development plans for the future, which will make significant adjustments to your business processes. A very common mistake that is made when choosing a CRM system is that today we will buy something simpler, and when the need arises, we will switch to something more functional.

Flexibility in settings – pay attention to the flexibility in setting up the system, you yourself should be able to change the settings at the right time without employees of the company from which you purchased the CRM system.

Remote access – will you be able to access data while on vacation or at home, and what is needed for this: install a mobile application with which you will always be aware of what is happening or access can only be from a PC.

Database hosting – the system can be hosted on a cloud service or on your own server. In both cases, there are pluses and minuses.

Technical support. An important issue when purchasing a CRM system is access to the technical support department. Specify whether it is included in the cost of your package, how much it is valid, how long it will take to implement, how and where to contact to resolve any issues.

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About the Authors

Billy and Akaisha Kaderli are recognized retirement experts and internationally published authors on topics of finance, medical tourism and world travel. With the wealth of information they share on their award winning website, they have been helping people achieve their own retirement dreams since 1991. They wrote the popular books, The Adventurer’s Guide to Early Retirement and Your Retirement Dream IS Possible available on their website bookstore or on

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