When Wading Through Lists of CRM Features and Benefits, Some Things Really Stand Out
Are you surprised at how many different CRM tools proclaim that they are the best CRM on the market? If you are looking at your options, such as Basecamp vs Insightly, and considering a few, closely looking at features when comparing them makes sense. Some features can seem like a must-have and some can seem like a ‘nice-to-have’. When considering your options, it’s important that you think long term as well as short term.
How Can Your People be Most Productive?
Mobile productivity is a hot topic among salespeople. No one wants to have to go back to the office and try to remember everything that happened at a customer’s site so that they can type it up. Mobile capabilities are vital. If your salespeople can update their CRM while they’re out and about, this will ensure that the information helps them succeed with moving more deals through the sales funnel. It’ll help sales management, too, with planning, performance management, operations and logistics, and so forth. Compare mobile features and smartphone apps when you compare Basecamp vs Insightly so that you’re sure the tool you choose is going to meet the needs of everyone who needs to use it --- particularly the salesperson who is busy trying to juggle a dozen things so that they can close more deals.
What About Getting it Up and Running?
Software implementation can be a nightmare if you aren’t adequately prepared. Do you know what’s involved in the implementation of Basecamp vs Insightly? Planning for training requirements, any software and hardware upgrades, determining whether or not the CRM will integrate with email, calendars, and other tools your salespeople are using is important. Not all tools are easy to implement and some have a steep learning curve for a salesperson. Not being adequately prepared could lead to downtime, frustration, and losses. The best strategy for choosing a good CRM is to think the like people who will use it on a daily basis. Will it be easy to get up and running on? Will it make my life easier? Will it help me close more deals?
Comparing Tools? Don’t Forget Zendesk Sell
When comparing tools for improving relationship management, you might have a few main contenders in mind but your search could reveal that there are additional tools worth looking at, too. Zendesk Sell works the way you want it to. It integrates with other tools, it works seamlessly from mobile devices, and it is quick, easy, and inexpensive to get up and running. And users love it. When you compare Basecamp vs Insightly add Zendesk Sell to your list. Try it here today for zero cost. See whether or not it’s right for you. Many of our happier customers say it helps you get more productive, more collaborative, and win more deals.