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 Salesforce, 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.
Make Sure it’s Mobile!
When looking at Capsule vs Salesforce or other CRM tools, mobile-friendly capabilities are important. People who use a CRM need to be able to access it when they are on the move. A mobile-friendly app that works well lets salespeople access and update it wherever they are. No more excuses for why the pipeline isn’t updated! No more lack of answers when visiting with a client because everything is at your fingertips, regardless of whether or not you’re in the office. Real time mobile capabilities are a must in a 21st century CRM and they make your life easier, too.
Will You Benefit from that Software Implementation Soon?
Long software deployments are frustrating and expensive. When you compare Capsule vs Salesforce, this is something to keep in mind. Will you have to spend a fortune and a lot of time getting everything up and running? And once it is up and running, how quickly will everyone who needs to use it be able to integrate it into their day? And what about support; will there be support if you need it? Some tools are too complex for their own good. Some aren’t robust enough. It may take some looking and test driving of several tools to strike the right balance for your needs.
Another CRM to Check Out:
While you’re comparing tools like Capsule vs Salesforce, consider Zendesk Sell, too. When it comes to mobile friendly features, a great smartphone app, easy implementation, and robust features and benefits Zendesk Sell ticks all of the boxes. Try Zendesk Sell here, for free, and see whether or not it fits your needs for great contact, relationship, and sales pipeline management that helps you boost productivity, be more proactive, and increase your overall success.