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 Basecamp, 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.
What’s a Must Have?
How important is mobility in a CRM tool? Almost all salespeople work more outside the office than at the office. Good features that let you access and update your sales pipeline and customer contact information as well as important documents linked to deals and accounts can make a huge difference in productivity. A smartphone screen can’t fit a large website the way that a laptop or desktop can. You can’t do data entry the traditional way when you’re using an iPhone, Blackberry, or Android. Make sure that the mobile capabilities don’t just look good on paper --- they have to work in reality, too, and reality is a small screen! Whether you’re considering Capsule vs Basecamp or have a long list of tools to look at, think about what you need and what your salespeople need, too.
How Soon Can You Reap the Rewards?
Is the tool you are leaning toward going to mean a clean and smooth implementation or is a painstakingly lengthy software implementation in your future? It can mean long hours, extra dollars, and a whole lot of frustration when things take longer to go live than you anticipated. Make sure you know what you’re in for when you contrast Capsule vs Basecamp. A short implementation, easy user assimilation, good after sales support, and low implementation costs can equate to everyone reaping the rewards as soon as possible.
Look at Zendesk Sell, Too:
Don’t only compare Capsule vs Basecamp. Zendesk Sell is a tool with a complete mobile experience that’s easy to get up and running. Zendesk Sell helps salespeople and their managers use information to their advantage. With advanced sales insights, geolocation, email automation, document storage, and more it’s definitely worth considering. Try it here for free. You won’t need to worry about hardware or software upgrades as Zendesk Sell will work with the tools you use today. It’s also highly scalable to continue to work for you as you grow, too.