CRM software providers such as HubSpot often provide guides comparing the best CRM solutions for small businesses and startups. These guides usually include a table so that each solution can be compared at a glance.
CRM Software Comparison HubSpot
A CRM comparison table from HubSpot
9. Find out which CRM solutions are compatible with existing software
There are times when salespeople and marketers find that a CRM system they have just implemented doesn't work with the tools they already have. For many sales managers, a lack of integration is one of the biggest problems with their CRM systems.
Integrations ensure that all tools used in the company "communicate" with each other, which not only makes work easier but often also leads to more reliable data. In addition, your employees save themselves the hassle of manual data entry in many situations.
you get better analytics and increase productivity across your organization.
CRM providers usually publish a list of tools on their websites with which their solution can be integrated. If a tool that is important to you is not listed, ask the provider whether there is a possibility of integration. Here, for example, you can see a list south africa telegram data of applications with which the document management tool PandaDoc can be integrated:
PandaDoc integrations
PandaDoc integrations
Some software manufacturers integrate useful tools, for example for sales and marketing, into their solutions. Such a solution can potentially save money in the long term. It also offers the advantage that users only have to learn one system. Think about which tools you can use in your new CRM software and which existing tools should be integrated with the new CRM system.
10. Sign up for a demo or trial version
Before you buy a new car, you probably take it for a test drive. You should do the same when choosing a CRM system. Studies by Capterra have shown that functionality and ease of use are the most important aspects of a CRM solution for sales reps. The best way to find out how well a CRM system is positioned in this regard is to try it out.
Most CRM providers allow you to test the system for a certain period of time, or you get a free version with limited functionality, a so-called freemium version. Take advantage of such offers and test the respective CRM systems yourself. Your sales staff should also try out the systems.
Have fun comparing!
It's worth working out your business needs in detail and comparing different CRM solutions in detail. Once you've found the right CRM system for your business, you can benefit from improved communication with potential customers and more effective reporting - both of which should benefit the growth of your business.