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 Podio, 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.
Is It Easy to Use from Wireless Devices?
If your comparison of Capsule vs Podio has left one looking better on paper in one area and the other longer stronger in another make sure you’re getting the full picture regarding issues that are important. That tool won’t just be used from a computer. Have you examined how it works from a smartphone yet? Chances are that your team will be accessing their CRM from many places above and beyond the office. Will it matter what smartphone platform they are using? Will they have secure access to the latest information in that CRM? Good mobile functionality isn’t just a nice bell or whistle --- it’s fundamentally important in the 21st century.
Ensure Your Team will Adopt It
Successful tool implementations aren’t always easy to make happen. Many companies implement new tools to the dismay of their team members. Make sure the tool you settle on will actually be adopted by your people. Be sure it’s easy to get up and running and that it requires little to no down time for the person who has to learn how to use it. Cumbersome training courses aren’t necessary when you choose a CRM tool that’s intuitive and easy to use. When looking at Capsule vs Podio or other options, either think like a salesperson or have a salesperson or two help you with the evaluation process.
Compare >Zendesk Sell, Too
Zendesk Sell is often chosen when people compare Capsule vs Podio. The easy implementation, the cost effectiveness, and the long list of great features mean that sales teams can benefit from implementing it almost immediately. Zendesk Sell is also good long term, too, as it’s extremely scalable and customizable. Zendesk Sell is cost effective, has fantastic mobile features, and it’s a breeze to get up and running. When you do your comparison shopping for the best CRM for your business, consider checking it out. Sign up here today for free and evaluate whether or not it meets your wants and needs.