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 Capsule, 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 How it’ll Be Used
It’s definitely the mobile age and mobile tools have changed the way salespeople, business development managers, and relationship managers work. Does your current method measure up in the mobile space? If it did, you probably wouldn’t be looking at making a change. When considering options such as Infusionsoft vs Capsule take a close look at the way the tool works on a desktop or laptop, yes, but also look at how it’ll work on a smartphone, too. The way it functions on mobile devices is usually even more important than how it functions on a big screen with a mouse and keyboard because the vast majority of the time it will be used on a smartphone or tablet with a touchscreen.
Choose a Tool Your Sales Reps Will be Happy to Use
Many companies mandate usage of their CRM and even tie sales compensation to the usage of the tool. Instead of having to twist the arms of your team to use the tool, pick a tool they will actually want to use. Examine user adoption rates and user reviews when you contrast Infusionsoft vs Capsule or any other tool you’re reviewing. Beyond getting something people will want to adopt, ensure you can easily get it up and running without too many hiccups or additional costs. Easy implementation is a major selling point!
CRM Should Help Your Team Do More and Do it Better
Zendesk Sell is another tool to consider when you compare Infusionsoft vs Capsule. 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.