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 Microsoft CRM, 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 Most Important for Sales Productivity?
Yes, pricing is important. Sure, support is important. What else is important when you stack Capsule vs Microsoft CRM or other CRM tools? Mobile capabilities are probably the #1 thing on a wish list for a salesperson. Think like a busy salesperson who is juggling multiple deals from multiple locations when you compare the pros and cons of each CRM on your list and you will have a better chance of finding the solution that turns out to be a perfect fit.
Fast and Smooth Installation Matters
You don’t have months to plan a successful CRM implementation. Do the tools you think are major contenders offer easy installation? Do they require a lot of resources or extra equipment? What about training? How long will it take to get up and running and will you be likely to experience resistance from salespeople who aren’t interested in changing the way they do things? As you look at your options and compare Capsule vs Microsoft CRM, think about what will sell your salespeople on using a new CRM tool. Pick a tool that will make their life easier and you’ll get them on board. It might be necessary to ‘sell’ the salesperson’ and if you’ve chosen a great tool it might not be such a hard sell.
CRM Should Help Your Team Do More and Do it Better
Zendesk Sell is another tool to consider when you compare Capsule vs Microsoft CRM. Not only does it offer the ability to work well from anywhere with a great smartphone app but it’s simple to implement, too. And because it’s cloud-based, it’s not going to involve major implementation costs and won’t be cost prohibitive on an ongoing basis. Zendesk Sell is supported by a world class support team and salespeople say that it makes their life more productive. Whether you examine 2-3 CRM tools or 20-30 we hope that Zendesk Sell will be part of that list. It’s simple and free to sign up to check it out here.