Do You Know Which Factors to Consider When Comparing a CRM?
Whether you are implementing CRM software for the first time or are ready to make a change because what you’re using isn’t working well enough, comparison shopping is important. A bit of time spent now will save you a lot of time later. If you are trying to decide between CRM vendors, there are quite a few vendors out there. Many research Salesforce vs Insightly but there are other options, too. It could be a bit overwhelming but doing this due diligence with a pragmatic approach will help you ensure that you invest in the right tool for your business. There is a lot to consider, including: costs, implementation, mobile capabilities, and more.
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 Salesforce 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.
Choose Something Your Team will Want to Use
When companies implement tools and their team are resistant, it’s frustrating! Do your due diligence with comparisons to ensure you choose the best. Think about how easy it’ll be to implement, look at how much training is required, too. Busy salespeople don’t have time to stop and learn how to use a complex tool. Comparing Salesforce vs Insightly needs to involve looking at implementation, training, and other factors so you pick the tool that will be easy to get up and running. You want something your salespeople will embrace.
The Key is to Help Your Team be Better at What They’re Already Good At
The bottom line when choosing sales tools is to choose a tool that helps salespeople be better at their jobs. A comparison of sales tools isn’t complete unless you look at several options. Beyond comparing Salesforce vs Insightly, consider looking at Zendesk Sell. This cloud-based tool offers amazing mobile functions, quick, easy, and cost effective implementation, and no learning curve. Salespeople love it. Try it today.