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 Podio, 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.
Is It Easy to Use from Wireless Devices?
If your comparison of Infusionsoft vs Podio has left one looking better on paper in one area and the other longer stronger in another make sure you’re getting the full picture regarding issues that are important. That tool won’t just be used from a computer. Have you examined how it works from a smartphone yet? Chances are that your team will be accessing their CRM from many places above and beyond the office. Will it matter what smartphone platform they are using? Will they have secure access to the latest information in that CRM? Good mobile functionality isn’t just a nice bell or whistle --- it’s fundamentally important in the 21st century.
What Would Be Nice to Have in the Long and Short Term?
Comparing Infusionsoft vs Podio might show you some features that you didn’t know you needed but that you’ll use nonetheless. You’re going to be thinking long-term, of course, but you’ll be happier if you also consider the short-term, too. Things like implementation time, user adoption rates, learning curve, and implementation costs all add up and make the difference between a rocky deployment and smooth sailing. When looking at what you must and what you would like to have in a CRM, think like a salesperson.
Zendesk Sell Needs to be Added to Your Evaluation List
If looking at Infusionsoft vs Podio consider adding at least a few more options to the list of potential solutions. You’re wise to evaluate at least a few CRM tools before making a choice. If you are comparing Zendesk Sell is awesome for tracking deals, saving time, being more productive, and measuring your own success. Try it here as part of your CRM evaluation process and see if it’s right for you.