Buyer’s guide – how to choose the best software for your business

How a single right (or wrong) choice can affect your entire business structure

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Choosing a software for your business is lot like choosing a car for your commute.

You need to look at all the factors- Very first – usability. Then comes budget. You also need to consider the features and specifications- do they match to your requirement? Or is there any thing less or more? How will it suit you in the long run? How much will be the annual maintenance cost? Lastly- the looks! (Yeah, for some, this can be the first factor. But what if looks come at the cost of features and usability? )

All of these factors help you decide the best car for you and you’ll be happy with your choice only if all of these criteria are met.

With a software, the choice has to be much more careful. There cannot be any toying around or hasty decisions especially when the software will be imbibed in your everyday workflow. It’s going to be a part of your every day work life, your heavy dependency will be on the software. That’s why, it’s of utmost importance to make a well-thought decision.

Following prime factors MUST be considered before going for any business software:

  • Software Provider Competency and Customer Support

The company / organization who’s promising you the deliverance of your required software must be tested for their own competency. Is the company expert in the field? Do they have a strong customer support team for after- sales service?
Customer support is another major factor to consider, since sale happens only once, customer support is needed for lifetime!

So be very, very careful of choosing the provider. For example, if you’re purchasing a CRM software for your business, check the history of the provider. Check their support policies, ask questions till you are convinced that they are capable enough to give you a solid solution.

Check how Maple CRM

helps you get the best out of your Sales and Process Team

  • Usability of the software

Now that you’ve zeroed down to a provider, ensure that the software which is being suggested by them suits your requirements COMPLETELY. The software should be easy to use, least complications and major tasks must be most easily accessible.

Features of the software must be thoroughly studied to check their function and relevance to your requirements.

Some websites which give a good review of softwares:

  1. Google (Obvious, right?)
  2. Software Suggest
  3. Techjockey
  4. G2
  • Flexibility and Customization

The software should be flexible enough to fit in your criteria, not that you need to bend and shift your workflow to fit in the software. Maximum customizability and minimum adjustment- that’s what makes the software the best choice.

  • Budget

Of course, this is THE deciding factor. But be very careful- Cheapest are not always the best.

Budget has to be considered as one of the deciding factors in a software- not the only deciding factor. What if the software costs less at the beginning, but creates huge dents in your daily operations- which results in multiple times wreckage in the business?

There are plenty of softwares which are at rock bottom price (some are even FREE. Think – why would any company give anything for free?). But decisions must be taken with a holistic approach, not a one-sided consideration.

  • Your team’s capability to adapt

This too is a good criterion to consider. How well does your team adapt to the software? It gives you the report card of the software in the form of it’s user-friendliness, adaptability and simple user interface.

The real capability of a software is in what lies underneath. Just like a Lotus flower- beautiful and simple on top, expansively complicated under the water. A software should be most simple for the user’s eyes, but highly technical, interconnected and feature packed to address the main concerns.

  • Data Security (that’s where an established software provider ranks higher)

Data security and privacy – these are the most commonly used, yet underrated words in today’s world. While it may not cause any concern for any bought out items, it’s of utmost importance when it comes to a business software. Data entered into a software is the property of the company which buys the software. So should be maintained with high security, ZERO breach and user authentications.

There are plenty of companies which say that they commit to data privacy and security. Wise choice would be to deep dive into the technicalities of it, have a word with the concerned technical person and be 100% sure that your data will be safe.

  • Reviews and Customer references

This is the good old method. Humans tend to believe what others, of their same requirements, have to say about a specific provider.

Go ahead. There’s nothing wrong in it! Get the reviews checked online, call upon customer references and shoot your concerns. Once convinced, only then make the right choice!

Hope this helps gain a good understanding of considerations in choosing the right software. Great choices lead to great results! Be wise!

Maple CRM is the best choice among CRM software providers. With 12+ years of Industry experience and global spread of customers, Maple CRM has been ascending towards becoming the top rated CRM provider with great features, great pricing and unparalleled Customer Support.

Get in touch with Maple CRM expert today and get your Sales and Process management sorted!

Increase Lead Conversion rate – Save time, Maximise Sales

How Lead Prioritization helps make best out of the time and money spent in lead generation.

Automatic lead prioritization with Maple CRM

If you own a business or are in sales and marketing team, you very well understand the importance of leads. Your business may be generating hundreds of leads every day, still each and every lead comes with a price, value and prospect.

In such a demographically, culturally and professionally diverse population, it’s common to get poured in a huge amount of inquiries. But true challenge is in sorting out the good ones and follow them up, spend time and get them into ‘sales converted’ bucket. Most important point here is that no prospective lead should be perdue and no irrelevant lead should eat up the efforts of the sales executive.

It’s a must to have a strategy for filtering the leads and prioritizing them.

It can be done by various methods:

Appropriate Lead Form

This is something like filtering them right at the entry gate! Business specific questions can be mentioned in the inquiry / lead form, especially if it’s displayed in social media ads. Social media is a platform where a huge magnitude of viewers can see the ads and knowingly or unknowingly they may click on it whether or not they’re in need of the product / service. That’s why if the lead form consists of 1-2 specific questions, which can be answered by only those prospects who know about the product, here itself basic filtration can happen.

For example: If you have a business of Office Desk manufacturing, you can include ‘Approx office size in sq.ft.’ or ‘Preferred desk material’ in the lead form.

Apart from this, basic information too should be authenticated for it’s correctness- like if contact number (in India), which needs to be of 10 digits, is having only 8 digits in the lead form, it should not be qualified for assigning to sales executives.

Lead Scoring

CRM software is the best solution for Lead Scoring.

Lead scoring is a simple but effective strategy to prioritize leads. CRM software allows custom setting of rules and score for incoming leads.

Let’s see a case for the same: Consider you are in an Immigration Consultant. You would be receiving great amounts of leads – but for your business, you need leads who are interested in only Student Visa, not work permit visa.
So in the lead form itself you can add the field ‘ Type of Visa Required ‘ . If they select ‘Student Visa’, they get landed in your priority list. If not, you can see them in less priority list.

  • Get this sorting done by the CRM automatically. Know more
  • Put up your own list and scores
  • Set up actions to be performed for prospective leads
  • Get notified if high priority leads are kept untouched

Maple CRM is the best lead management software with highest quality support and service and completely configurable for each business type.

Automatic Action Plan Setting

Once the leads are prioritised and put in the respective buckets, an action plan can be set –

  • Automatic mail to the leads
  • Automatic message to confirm receipt of their inquiry
  • Notification to the lead owner to call the lead
  • Automatic call to the lead (if progressive calling software is used)
  • Action prompts to the lead owner to attend the lead and put up follow ups

These steps will ensure that no lead goes amiss, no lead gets leaked and your contacts get a better experience than most other businesses who don’t have this system in place.

Maple CRM enhances your business to upto 5 folds with it’s most user friendly interface, flexibility in configuration and most prompt customer support.

Running a business? Get Maple CRM, get sorted!

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Document Creation Software – why should you manage documents digitally

Quick guide on how digitally creating and managing documents saves time and energy in day to day transactions.

Document creation, maintenance and updating is an inseparable part of any business. Gone are the days when manual generation, printing, filing and storing used to consume a major part of the working day.

  • Estimates / Quotations
  • Contracts
  • Agreements
  • Invoices
  • Receipts

These are some of the most common documents which are mandatory for any business. As important it is to manage these documents, so is the security and access control, since there’s sensitive information

Manual Vs Digital Document Management

Dependency on Experitse:

Manual Document management = dependency on expertise. The person in charge of generating documents must be vigilant enough to ensure all the details are mentioned in every document, the alignment is proper. Plus, ensure no errors and misses.

Digital documentation eliminates the overall need of manual intervention. With pre-defined templates, one doesn’t have to type in any information, nor can edit without permission. This ensures ZERO errors and inclusion of all the terms to be mentioned at any point of time.

Time required for generation + proof-reading:

The long hours needed to type in a document, have the tables aligned and placed perfectly and inclusion of all the details is a time consuming process by itself. You cannot be too sure all the time to just change the names of the clients and print it out, you MUST go through the entire document every time, since any addition / deletion changes the entire text placing.

Proof reading every time is required since this is a manual process and open access to everyone. The amount of time required for this is massive and still leaves room for errors.

Digital documentation doesn’t allow any changes to unauthorized personnel. If any changes done, those are duly recorded so as to easily back track them.

Proof reading not required every time, since the software’s intelligence ensures no placement disruptions.

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Generate Agreements in just 1 click. Learn More

User access control – Security and Approval

Do you give access to ALL of your employees to ALL the documents? No right? How do you ensure this WITHOUT someone manually patrolling the documents folder?

Impossible in manual document management. Digital / Automated document management allows you to:

  • Restrict user access control
  • Password protect documents
  • Enable document generation without editing permission
  • Records of changes made- when, where and by whom
  • Approval of Managers for the documents generated
  • Share that very instant with customers
  • Easy search of past documents

Some of the greatest advantages of digital documentation are:

About 35% reduction in operating costs

About 50% time saving

70-75% Improvement in Document Quality and Precision

Maple CRM is the best software for document generation.

  • Generate Documents, Agreements, Contracts with 1 click
  • Multiple types of template configuration
  • Solid Team Support for template generation
  • User Access control
  • Manager Approval Provision
  • 100% configurable document format

To know more about Maple CRM and its features, visit

To book a demo, Click Here

Quick connect: WhatsApp/ Call: +91 861 864 6767 Email:

CRM software for lead management

How can a software help manage leads efficiently and automate the process

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Lead generation, management and conversion are the basic stages of any business, be it a startup or a well established enterprise. Lead is the basic input required for a business to turn its wheels and go ahead.


Simple answer- You can manage only what you can keep an account of.

Consider you have a constant stream of money coming in from various sources. Good thing to imagine, isn’t it? 🙂 But still you face problems in money management, you don’t know how and where you spent it, or wasted it, or simply you don’t know how much money exists in your account. How can you manage if you are not keeping an account of it?

Leads are the Vitamin ‘M’ your business needs to run. It’s not just a need, it’s imperative to manage leads carefully and effectively.

Using spreadsheets and manual notes are bygones now- time to carve their pics on the walls. Not really the ‘happening’ way of doing business today.

Then how to manage leads effectively? – CRM (Customer Relationship Management Software) is the answer to it. What does a CRM do?

1. Auto capture of Leads

CRM software is equipped with the facility of capturing leads from social media platforms. Generically leads are captured from ads in Facebook, Instagram, Google ads, Websites, etc.

There can also be integration of CRM softwares with specific industry related lead generation software like IndiaMart, TradeIndia, Housing sites, JustDial, etc. These are the platforms most commonly used in India by businesses of all sizes and structures. If a CRM software is strong enough to cater these integrations, look no beyond! That’s the CRM you’re looking for!

2. Allocation of Leads

When you have a handful of leads, how are you going to juggle them all by yourselves? Too many juggling balls and just 2 hands- they’re going to fall off eventually!

Here’s where Lead Allocation plays an important role. The CRM software must be capable enough to support automatic lead allocation.

  • Allocation based on Round – Robin method: one by one leads will be distributed equally among the team members.
  • Allocation based on Expertise- team members proficient in certain subject matters can be allocated the relevant leads so that right inquiry goes to the right person who can handle it.
  • Allocation based on region- Leads from certain areas can be pushed to team handling that particular area. This helps quick connection with the leads- vocal for local!

5x – boost your business.

CRM software can boost your business productivity by upto 60%!!

3. Follow ups

Now that the leads are here, delivered to the respective team members- Time for the sales wave to kick in!

Calling up the prospects, gathering information, finding out the requirements, suggesting the best solutions, confirming visits wherever applicable- all are a part of the sales cycle. These stages should be well coordinated and no sales person should ever be accounted losing any lead just because of ‘no follow ups’!

CRM software provides a dedicated feature for putting up of follow ups, relevant notes / remarks after each conversation and having the pop ups of the reminders on phone. This ensures no lead leaks and we are in touch with the prospects from time to time.

4. Connection with Leads

Building up quick connection with the inbound inquiries is the stepping stone towards business conversion. Quicker response ensures a professional image of your company to the prospects.

CRM software enables automatic first mails / messages to the prospects the instant the lead lands in the system. These mails can also be pre-drafted and stored so that the first connection happens immediately.

Rules can be set in a CRM software as to when a mail should be triggered, if any requirement form is to be sent through mail, it can be sent automatically.

Simply put, a CRM is the only solution for better, quicker and more effective way of lead management. Stop relying on manual methods for keeping a track of everything – let the software handle it for you!

Learn How Maple CRM proves to be best software for lead management.

Book a 1 to 1 demo session TODAY to know more how CRM software works!

Maple CRM is an all-in one software for lead and process management.
Customization of the workflow, dashboards and reports make the software a great analytical tool for insights on the business progress and lead inputs.

Connect with an expert on : +91 95389 25641 to have a quick chat over call / WhatsApp. Or Drop a mail on

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