What’s important in a CRM Dashboard?
The idea of a centralized dashboard that tells you about your deals, your leads, a newsfeed of your activity, and so forth can help you ensure that you are effectively able to juggle all the balls in your court simultaneously. The opposite, the dropping ball effect, can be catastrophic to your pipeline and to your income. Examine a few options including the Pipedrive dashboard, the Zendesk Sell dashboard and others to see how they differ as well as to determine which one is right for your needs.
Contrast Zendesk Sell against Other CRM Vendors
There are a number of CRM tools available. Beyond looking at pricing, features lists, and product reviews it’s also smart to look at screenshots of the dashboard as well as to actually test drive a few options. By using the Pipedrive dashboard the Zendesk Sell dashboard, and the dashboard of other tools you are considering you will see how easy (or difficult) they are to use. You’ll also see whether or not there is any major element missing that’s important to your team’s productivity.
How much training will you need?
People who look at the Pipedrive dashboard often wonder what implementation will be like. With Zendesk Sell, implementation is easy. You don’t need training, you don’t need new hardware. You get to use a cloud-based option that’s available anywhere. Whether you access it from a web browser at the office or a smartphone out in the field, you’ll have access to your data in a slick dashboard as well as a long list of features and the ability to integrate it with other tools you already use.
How can I Learn More about Zendesk Sell and Other CRM Tools?
Most CRM tools are available to try before you buy. Some require you to buy and then offer a money back guarantee, too. Zendesk Sell is totally free to try without any commitment and no credit card to worry about if you choose not to continue using it. Checking out a variety of CRM tools can help you examine features, benefits, dashboards, and training requirements. Don’t stop at a Pipedrive dashboard if it’s all you’ve looked at so far. Even if it looks like it might have what you need, you owe it to yourself to check out Zendesk Sell, too, to find out what all the rave reviews are about.