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 Insightly, 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.
How Can Your People be Most Productive?
Mobile productivity is a hot topic among salespeople. No one wants to have to go back to the office and try to remember everything that happened at a customer’s site so that they can type it up. Mobile capabilities are vital. If your salespeople can update their CRM while they’re out and about, this will ensure that the information helps them succeed with moving more deals through the sales funnel. It’ll help sales management, too, with planning, performance management, operations and logistics, and so forth. Compare mobile features and smartphone apps when you compare Infusionsoft vs Insightly so that you’re sure the tool you choose is going to meet the needs of everyone who needs to use it --- particularly the salesperson who is busy trying to juggle a dozen things so that they can close more deals.
Consider Costs, Implementation Time, and How Your Team Will Respond
How long does it take from the time you purchase a CRM until your team has fully adopted it and is beginning to see the benefits from it? New tools can take time to implement but implementation time and implementation costs are an important factor to consider as downtime could be detrimental and costly. Furthermore, a lengthy and arduous deployment could result in low user adoption rates. As the saying goes, “Ain’t no one got time for that!” When you contrast Infusionsoft vs Insightly, think about how easy it’ll be to get your team to use it and how much the total cost of ownership will be, too.
Which CRM is Best?
The best CRM for your company will help you streamline things today and increase success tomorrow. Technology, usability, and making a sales rep’s life easier and more productive at the same time is a tall order. Zendesk Sell can deliver on that tall order! While you consider Infusionsoft vs Insightly, add Zendesk Sell to your evaluation list, too. It’s robust, easy to learn, a breeze to implement, and provides great after-sales support. Try it here today. There’s nothing to install; simply register and see what the interface, smartphone app, and features list includes. Best of luck in your search for a CRM --- a great CRM can help you take your sales team to the next level of success!