Streamlined client contact boosts sales.
Collaborative tools helps salespeople close the deal.
Improving Customer Retention
Effective feedback logging keeps customers around longer.
Integrated “360 degree” views of customer data help you serve them more effectively.
Streamlining Your Sales Funnel
A CRM makes it easy to visualize your funnel.
Granular reporting helps identify pipeline weak points.
Easy Online Marketing Tools
CRMs help marketers plan and track email campaigns.
Easily integrate sales and marketing data for better results and a higher conversion rate.
Cloud-hosted solutions can be deployed faster than on-premises ones.
Look for a CRM with good support and a large user community to easily resolve setup difficulties.
Ease of Use
Many CRMs put a strong emphasis on ease of use.
Find a tool with good data visualization and that provides streamlined apps to help your salespeople enter and access data on the go.
Most CRMs offer a free trial, to help your team evaluate the tool at no cost. CRMs range in price from “free” to “high-ticket enterprise sales”; find one that works within your budget.
What does the CRM offer besides lead capture and outreach? Consider looking for a tool with a rich integration library to take advantage of connections with other services you may use.
What hours is the support team available? Look for a support team accessible in your time zone and which provides more than simple ticket support.
Is the CRM you’re considering visually pleasing? Opt for a tool that makes it easy for your salespeople to visualize their diary and priority appointments