Make Sure You Pick the Right CRM Tool
Picking the wrong sales tool will cost you time, money, and frustration. That’s why you’re thinking about comparing tools and looking at what’s being said about Microsoft Dynamics vs Capsule and other solutions that are out there. The right tool will be welcome for the team who doesn’t have what they need in their current CRM tool and game-changing for the salespeople who are currently tracking things manually. To choose the right sales tool you have to think like a busy salesperson who needs to be more connected even if they’re not in the office and who needs to collaborate as well as get help streamlining their day so they can be more proactive.
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 Microsoft Dynamics vs Capsule or have a long list of tools to look at, think about what you need and what your salespeople need, too.
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 Microsoft Dynamics vs Capsule, 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.
Why You Should Add Zendesk Sell to Your List
When you compare Microsoft Dynamics vs Capsule be sure to look at evaluating Zendesk Sell, by Future Simple, too. Zendesk Sell is a CRM that’s free to try and has a wealth of options to make your life easier and more productive. This CRM tool offers great mobile features, easy peasy implementation, and salespeople love it.