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 Insightly, 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.
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 Capsule 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.
Choose a Tool Your Sales Reps Will be Happy to Use
Many companies mandate usage of their CRM and even tie sales compensation to the usage of the tool. Instead of having to twist the arms of your team to use the tool, pick a tool they will actually want to use. Examine user adoption rates and user reviews when you contrast Capsule vs Insightly or any other tool you’re reviewing. Beyond getting something people will want to adopt, ensure you can easily get it up and running without too many hiccups or additional costs. Easy implementation is a major selling point!
Add Zendesk Sell to Your List
We think it’s smart to compare several CRM tools. You don’t want to get stuck with something that doesn’t help you grow and thrive! Please add Zendesk Sell to your comparison shopping list. Why? When you look at Capsule vs Insightly and other tools, we’re confident you’ll be interested in taking it for a test drive. You can use Zendesk Sell for free. Sign up here and see why it’s known as the post-PC CRM that helps companies achieve growth. With great mobile capabilities, an easy to use interface, insightful reports, and excellent collaboration capabilities, you’ll wonder what you ever did without it. It’s simple to implement and has the capability to grow and evolve with you.