Comparing Customer Relationship Management Applications: What’s Most Important?
Comparison shopping can be enlightening. And it can be surprising. Comparing CRM vendors is a great way to find out which tools may have what you need in a customer relationship management tool and it can be a great time to find out about features you didn’t even realize were out there. Many people begin researching popular tools like Zoho vs Insightly and find themselves looking at other tools as well because they find out, through comparing, that their wish list has some very specific requirements that not all major CRMs have. Comparison shopping for CRM tools is about so much more than just price.
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 Zoho 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.
What About Deployment?
It’s exciting to choose a new tool and to gear up to get ready to use it. But if implementation and deployment is complicated, it could make life difficult and could even impact user adoption rates. As part of your quest to compare Zoho vs Insightly and other tools, look at ease of use, training requirements, implementation costs, implementation requirements, and at how well the potential tool will work with other tools in your organization. A smooth implementation can mean the difference between the tool getting embraced and being a source of frustration for you and your team.
Zendesk Sell: The CRM You Need to Check Out
In your quest to find the perfect CRM comparing Zoho vs Insightly and other CRM tools, be sure to consider Zendesk Sell, too. Zendesk Sell is free to try (you can sign up here) and it has a wealth of great benefits that make small and large sales teams work cohesively. With great mobile features, awesome sales reports, and a very short go live time, you’ll quickly see a boost in productivity, in sales morale, and in engaged customers, too.