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That’s because these large CRM software packages are often platforms rather than tools. This means that those myriad features they advertise are really the product of integrating with a host of third-party solution providers, not options you can simply turn on. Third-party integration means not only added licensing dollars but also new integration costs. While aimed at enterprise customers, Sales Creatio is straightforward enough to handle the CRM needs of midsize businesses, too.
On the other hand, poorly designed software will either let you make the error unchecked or will throw up an unhelpful error message. It’s tempting to forgo this homework and simply pay for one of the big, all-inclusive CRM software packages just to have access to every feature you might need now or in the future. But that approach will almost certainly wind up costing you more in both time and money, while probably delivering less flexibility than you’d expect.
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Don’t just focus on functions vendors rave about, but ask what tends to be challenging for users. This will also enable you to gauge just how frank the representative is willing to be with you about their product. If a key feature for your business needs and sales pipeline is a pain point for other customers, it likely will be for you, too.
Most customers still expect to interact with you via email, and an email can still capture much more data than a Facebook post or a tweet can. CRM software must be intuitive or you’ll never want to use it. Make a note of how many clicks it takes to conduct a basic task and how easy or difficult it is to find the features you need. Beyond being easy to use, CRM software should be able to manage user error. For example, if you try to conduct a task on the wrong screen or input the wrong data, then the best software will identify your error and suggest the right way to do it.
What Is Best For Your Product?
Problems with one product line can mean upsell opportunities to another. Remember that new technologies, while slick, aren’t automatically steam.down4you.software pervasive. For example, social media is a game-changing technology for interacting with customers. But as much as social and collaboration applications such as Slack are catching on, that doesn’t mean email is dead.
To help, the product is now bolstered by improved analytics and marketing automation capabilities. Your team likely works from smartphones or tablets, therefore the type and cost of the CRM mobile app could be important for your business.