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 Salesforce, 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.
Make Sure it’s Mobile!
When looking at Infusionsoft vs Salesforce or other CRM tools, mobile-friendly capabilities are important. People who use a CRM need to be able to access it when they are on the move. A mobile-friendly app that works well lets salespeople access and update it wherever they are. No more excuses for why the pipeline isn’t updated! No more lack of answers when visiting with a client because everything is at your fingertips, regardless of whether or not you’re in the office. Real time mobile capabilities are a must in a 21st century CRM and they make your life easier, too.
Choose Something Your Team will Want to Use
When companies implement tools and their team are resistant, it’s frustrating! Do your due diligence with comparisons to ensure you choose the best. Think about how easy it’ll be to implement, look at how much training is required, too. Busy salespeople don’t have time to stop and learn how to use a complex tool. Comparing Infusionsoft vs Salesforce needs to involve looking at implementation, training, and other factors so you pick the tool that will be easy to get up and running. You want something your salespeople will embrace.
Zendesk Sell: The CRM You Need to Check Out
In your quest to find the perfect CRM comparing Infusionsoft vs Salesforce and other CRM tools, be sure to consider Zendesk Sell, too. Zendesk Sell is free to try (you can sign up here) and it has a wealth of great benefits that make small and large sales teams work cohesively. With great mobile features, awesome sales reports, and a very short go live time, you’ll quickly see a boost in productivity, in sales morale, and in engaged customers, too.