How to be Sure You’ve Chosen the Right CRM
Evaluating different CRMs can help you differentiate them. Some features will be very close between tools but some will be miles apart on important issues. Have you identified which features and elements of a CRM are most important to the growth and productivity of your organization? If you are looking at options such as Capsule vs Act, for instance, you’ll want to think about which one will be easiest to implement, which one will have the best long-term benefits to your company, and one that your team will find easy to begin using on an ongoing basis.
Think About Must Haves
What’s important to you in managing relationships and deals? Mobile ready CRMs are not only rising in popularity but they’re often the #1 requirement listed on a wish list for a company who uses a manual sales tracking method or who is using a CRM that’s only friendly to those who never leave the office. It’s frustrating when salespeople have to stop and gather notes to update their CRM. That’s why so many sales tracking tools are out of date. If looking at Capsule vs Act or other tools, look at how their mobile functionalities will work with your sales team. Is there a smartphone app that will work well with the tool? Will it work for field salespeople as well as people using the tool in the office? What else do you need your CRM to do for you?
Choose Something Your Team will Want to Use
When companies implement tools and their team are resistant, it’s frustrating! Do your due diligence with comparisons to ensure you choose the best. Think about how easy it’ll be to implement, look at how much training is required, too. Busy salespeople don’t have time to stop and learn how to use a complex tool. Comparing Capsule vs Act needs to involve looking at implementation, training, and other factors so you pick the tool that will be easy to get up and running. You want something your salespeople will embrace.
You Should Check out Zendesk Sell. Why?
While you compare Capsule vs Act, it’s important to also add Zendesk Sell to your evaluation. Why Zendesk Sell? This post-PC CRM is getting great reviews as a top CRM contender because of mobile apps, robust reporting features, easy implemetation, and low costs. Take a look at the features and benefits of using the Zendesk Sell and try it here for free so you can see it in action.