The “best” CRM of the year may not be the best CRM for you and your company. There is a reason why dozens of great CRM products exist (and thrive) in the same marketspace. Perhaps you have tried CRMs in the past and they haven’t worked out. Check out 8 common reasons why your CRM isn’t working.
If you can relate to one or more of these reasons, you are not alone. Sales processes and sales people operate differently, and therefore CRMs need to operate differently in order to meet the needs of everyone. Salesforce may be the right tool for one company, given the robust features and financially driven data, whereas Hubspot, which focuses more on relationship building and communication may be better for others.
Questions to ask yourself
Additional factors to consider are what platforms you are currently using for email and marketing. Most of the top line CRMs offer loads of integrations with tools you are likely already employing to make your process more efficient. Why not streamline that process even more by having a CRM that fits? If you find your salespeople are resistant to change, consider involving a few key players in the process of selecting and implementing the new CRM. Employees who are invested in which CRM is selected are more likely to use it.
Setting up a CRM doesn’t have to be time consuming
Businesses site increased efficiency as one of the main reasons they consider using a CRM. However, if you are seeking ways to speed up processes, it’s likely because you feel like you are short on time as it is. Who had the time to implement new technology? Fortunately, many CRMs have a basic version that is ready to go with one quick upload of your data and mapping the fields from your lead spreadsheet to the CRM. If all you wanted was a solution for storage of your spreadsheet data, you could have that up and running in about 10 minutes. Adding features like workflow and automation may take a bit more time. You can set up automatic email tracking almost instantly.
How much will it cost?
Now you know we can find a CRM that maps to your current sales process. Additionally, we can select one your salespeople can understand, and one that doesn’t take long to setup. Therefore, the final consideration is cost. The great news is, if you are really concerned or on a strict budget, you can find free CRMs. Other CRMs offer basic versions for less than $20 per user (Zoho syncs well with G-Suite). If you are looking for a really robust product that will completely transform your lead management process, you can consider one like Infusionsoft. This product requires some setup time and training. While it has a price tag to match, it pays dividends if you are willing to commit.
Above all, you need to ask the right questions to make sure you select the best CRM for your business.