Due Diligence Will Ensure You Don’t Pick the Wrong CRM
If you’re ready to up the game with relationship and contact management as well as sales pipeline tracking, sales performance measurement, and gathering useful analytics it’s time to look closely at which tools can help. By comparing top selling sales software like Infusionsoft vs Act, you can differentiate one over the other. When you start to look at what each one has and what each one doesn’t have, keep the following must-have CRM features in mind.
Think About Must Haves
What’s important to you in managing relationships and deals? Mobile ready CRMs are not only rising in popularity but they’re often the #1 requirement listed on a wish list for a company who uses a manual sales tracking method or who is using a CRM that’s only friendly to those who never leave the office. It’s frustrating when salespeople have to stop and gather notes to update their CRM. That’s why so many sales tracking tools are out of date. If looking at Infusionsoft vs Act or other tools, look at how their mobile functionalities will work with your sales team. Is there a smartphone app that will work well with the tool? Will it work for field salespeople as well as people using the tool in the office? What else do you need your CRM to do for you?
How Fast Will Your Team Adopt the CRM?
The sooner the better, right? Be sure that if you think you’ve found the perfect CRM tool that you look at implementation to be sure you know what you are getting into. When you contrast tools like Infusionsoft vs Act, you’ll want to look at what it can do once it’s up and running. You’ll want to see that it’s not a huge hassle to get it up and running. Arduous implementations could not only hurt productivity and increase costs but could result in your having difficulty getting your team to be willing to adopt the tool.
Another CRM to Check Out:
While you’re comparing tools like Infusionsoft vs Act, 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.