Evaluating Several CRM Tools? Here are Things to Look For
Looking at sales pipeline tracking, relationship management, and sales productivity tools? If you want to compare tools like Microsoft CRM vs Insightly, you will need to look at more than price and basic features in an effort to decide which one is right for you. You may want to review a long list of CRM tools before choosing one. After all, the tool you choose will impact the lives of your team as well as your ability to reach your goals in a big way.
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 Microsoft CRM vs Insightly 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.
Ensure Great User Adoption Rates, Too
Many companies say that they have to fight to get their sales force using their CRM. And many companies find implementing CRM tools a nightmare. Be sure you calculate all up front and ongoing costs, consider training requirements, and look at user adoption rates of tools that you compare, too. Which one between Microsoft CRM vs Insightly will be better received by your team? Which one will be easier to get up and running? Will either of these tools integrate well with other sales tools you use? What about social media? Email marketing? How about sales reporting? All these factors are important to consider and can make a difference in user adoption rates.
Comparing Zendesk Sell to Microsoft CRM vs Insightly
Zendesk Sell is an excellent post-PC CRM with fantastic mobile capabilities and easy implementation. It has zero learning curve and provides an almost immediate return on investment. You’re wise to compare several different CRM tools. When you look at Microsoft CRM vs Insightly, consider adding Zendesk Sell to your list of CRM tools to evaluate. You can sign up here and use it for free. It’s cloud-based, customizable, and offers fantastic features and benefits that can help you grow your sales and boost sales productivity.