Insightly vs Infusionsoft vs Zendesk Sell

When you look at options for sales tracking and customer relationship management, be sure that you don’t just consider costs and features. There are some other very important factors to consider, too.

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Insightly vs Infusionsoft

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 Infusionsoft, 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.

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 Insightly vs Infusionsoft 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.

Think About “Nice to Haves”, Too

When you sit down with a plan to choose a CRM you might have a few ‘nice to have’ items that aren’t essential. The comparison process could also reveal features you didn’t think about that either make it onto your ‘nice to have’ list or that wind up on your must-have list after consideration. Beyond features, consider other important factors, like implementation time, implementation costs (if any), after sales support, and training requirements. Will each tool you’re considering be easy or difficult with the above areas? User adoption is a critical factor of success with a CRM and when you compare Insightly vs Infusionsoft you’ll want to understand which of these options is easier to implement and even more importantly, which is the one that your team will be happier to use.

Look at Zendesk Sell, Too:

Don’t only compare Insightly vs Infusionsoft. Zendesk Sell is a tool with a complete mobile experience that’s easy to get up and running. Zendesk Sell helps salespeople and their managers use information to their advantage. With advanced sales insights, geolocation, email automation, document storage, and more it’s definitely worth considering. Try it here for free. You won’t need to worry about hardware or software upgrades as Zendesk Sell will work with the tools you use today. It’s also highly scalable to continue to work for you as you grow, too.

When comparing Insightly vs Infusionsoft, add Zendesk Sell to your evaluation list. It will dramatically improve your sales and customer relationships. Get started today.