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 SugarCRM, 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.
Measure Features, Benefits, Wants and Needs
You want a great list of options when stacking Infusionsoft vs SugarCRM and other tools, such as mobile friendly features that work on any smartphone or tablet. When you look at your options, don’t just look at which list of benefits is longer, take a close look and figure out which features and benefits you’ll actually use. Is the tool customizable for your business? Will it fit with the way you and your team want to work? Or will it be bulky and difficult to use? The right CRM will be easy to use and will fit in your pocket. After all, your salespeople don’t spend all their time at their desks. Mobile features are one area to put near the top of your list and with a big star for importance.
Fast and Smooth Installation Matters
You don’t have months to plan a successful CRM implementation. Do the tools you think are major contenders offer easy installation? Do they require a lot of resources or extra equipment? What about training? How long will it take to get up and running and will you be likely to experience resistance from salespeople who aren’t interested in changing the way they do things? As you look at your options and compare Infusionsoft vs SugarCRM, think about what will sell your salespeople on using a new CRM tool. Pick a tool that will make their life easier and you’ll get them on board. It might be necessary to ‘sell’ the salesperson’ and if you’ve chosen a great tool it might not be such a hard sell.
Test Drive Great Tools and See Which One Fits Like a Glove
It’s no easy feat to navigate through the lengthy list of available CRM tools. If you’re already planning on comparing Infusionsoft vs SugarCRM, consider adding a few more options to be sure that you do your due diligence. We hope you’ll consider adding Zendesk Sell to your list of CRM tools to test drive. You can sign up here in just a few seconds and check out its great interface, awesome smartphone app, and robust features. Zendesk Sell is a low-cost easy-to-implement CRM tool that benefits the entire company. And salespeople love using it!