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 Zoho, 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.
Mobility is Important in a CRM Tool
In the quest to compare CRM tools like Insightly vs Zoho or others, don’t underestimate the effectiveness of mobile-friendly CRM tools. Not only is it important for a tool to be accessible from outside your LAN but you’ll want smartphone friendly apps, too, that let you access, update, and leverage data about past wins and losses. An easy-to-use tool that works wirelessly and syncs instantly can be especially important in a collaborative environment.
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 Insightly vs Zoho, 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.
Zendesk Sell: The CRM You Need to Check Out
In your quest to find the perfect CRM comparing Insightly vs Zoho 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.