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 Basecamp, 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.
What’s a Must Have?
How important is mobility in a CRM tool? Almost all salespeople work more outside the office than at the office. Good features that let you access and update your sales pipeline and customer contact information as well as important documents linked to deals and accounts can make a huge difference in productivity. A smartphone screen can’t fit a large website the way that a laptop or desktop can. You can’t do data entry the traditional way when you’re using an iPhone, Blackberry, or Android. Make sure that the mobile capabilities don’t just look good on paper --- they have to work in reality, too, and reality is a small screen! Whether you’re considering Infusionsoft vs Basecamp or have a long list of tools to look at, think about what you need and what your salespeople need, too.
What About Getting it Up and Running?
Software implementation can be a nightmare if you aren’t adequately prepared. Do you know what’s involved in the implementation of Infusionsoft vs Basecamp? Planning for training requirements, any software and hardware upgrades, determining whether or not the CRM will integrate with email, calendars, and other tools your salespeople are using is important. Not all tools are easy to implement and some have a steep learning curve for a salesperson. Not being adequately prepared could lead to downtime, frustration, and losses. The best strategy for choosing a good CRM is to think the like people who will use it on a daily basis. Will it be easy to get up and running on? Will it make my life easier? Will it help me close more deals?
Carefully Examine Your Options to Maximize a Great ROI
When you compare Infusionsoft vs Basecamp you might be surprised at the similarities and the differences. It’s advantageous to look at more than just 2 different CRM tools. You should consider checking out Zendesk Sell, too. You can check it out here for free. Test drive it to check out the great smartphone app, the way it integrates with other tools, and the long list of features that help salespeople and their managers be more productive and successful.