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 Insightly 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.
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 Dynamics 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.
Avoid Implementation Woes
The weeks leading up to and the weeks after the go-live date with a new tool can be a nightmare. But they don’t have to be if you pick a CRM tool that’s known for seamless integration. A tool that has great interoperability with other tools like email, marketing programs, social media, and e-commerce tools can benefit you immensely. Conversely, not keeping this in mind when picking a tool could be costly and frustrating. Do you know how easy it will be to implement Microsoft Dynamics vs Insightly and others? Have you checked out user reviews to see what they like and don’t like about each tool?
Zendesk Sell Needs to be Added to Your Evaluation List
If looking at Microsoft Dynamics vs Insightly consider adding at least a few more options to the list of potential solutions. You’re wise to evaluate at least a few CRM tools before making a choice. If you are comparing Zendesk Sell is awesome for tracking deals, saving time, being more productive, and measuring your own success. Try it here as part of your CRM evaluation process and see if it’s right for you.