Picking the Best Mobile CRM: What’s More Important than Price?
It can take initial effort to simplify your work life with a CRM but that effort can be very worthwhile when you know you’ve got a tool that’s helping your team succeed and your revenue grow. If you examine options you can suss out which tools have what you need and which ones are lacking. By comparing some of the top CRM choices, such as Insightly vs Basecamp, you’ll be able to determine which one(s) most closely match your needs. Some important factors to consider in your comparison include implementation time, effort, and costs as well as mobile capabilities. Don’t make the mistake of simply look at pricing.
What’s a Must Have?
How important is mobility in a CRM tool? Almost all salespeople work more outside the office than at the office. Good features that let you access and update your sales pipeline and customer contact information as well as important documents linked to deals and accounts can make a huge difference in productivity. A smartphone screen can’t fit a large website the way that a laptop or desktop can. You can’t do data entry the traditional way when you’re using an iPhone, Blackberry, or Android. Make sure that the mobile capabilities don’t just look good on paper --- they have to work in reality, too, and reality is a small screen! Whether you’re considering Insightly vs Basecamp or have a long list of tools to look at, think about what you need and what your salespeople need, too.
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 Insightly vs Basecamp 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!
You Should Check out Zendesk Sell. Why?
While you compare Insightly vs Basecamp, it’s important to also add Zendesk Sell to your evaluation. Why Zendesk Sell? This post-PC CRM is getting great reviews as a top CRM contender because of mobile apps, robust reporting features, easy implemetation, and low costs. Take a look at the features and benefits of using the Zendesk Sell and try it here for free so you can see it in action.