Looking for a CRM solution is a roller coaster of emotions. There are thousands of options, it’s a major purchase and you often don’t know where to start your search. We’ve been involved in many CRM evaluations and have experienced a few things along the way. Here’s our guide for finding the sales CRM software that’s right for your team.
Get Your Priorities Straight
Sometimes you don’t need all the extra flair to find the perfect CRM for you, even though bells and whistles are neat. Before you begin to search your CRM, always set your priorities and narrow down what your specific goals are. Once that is all set you can start searching around what is actually most important to you in terms of desired features, cost, results, etc.
Just like any big, long-term purchase, searching for the right sales CRM software requires you to be clear-cut about what you really need. A thumb rule is to define your top four-five most important, non-negotiable criteria points. You can rate and rank your options from there based on what matters the most. This system will keep you away from shiny objects so you can stay more focused on what you really require from this experience. And you can be absolutely confident in that decision if the shiny object happens to be the perfect match then!
More & More Reviews
It’s always better to learn from other’s mistakes instead of making your own mistakes and then learn. Searching and buying new sales CRM software can be a tricky one and you wouldn’t want to waste your valuable time with the wrong product. Fortunately, there are plenty of resources available in the market for you to cross-check and consult.
At the first step, check the company website for case studies. Most CRM providers say it’s easy-to-navigate with at least a dozen (or more) testimonials from happy and satisfied customers. The best part about case studies is their data-based, so their measured results give you a clear picture of what you can realistically expect to gain. Pro tip: check for a case study that closely matches your targets and company profile (size, industry, product, etc.).
Even if you are unable to find a suitable case study to obsess over, be sure to check out G2 Crowd. There you will find a highly esteemed business solutions review platform from real users and it will be helpful for you to make a decision. Their aim is to guide and help you objectively assess your next software purchase. They even have trademarked Grids to help you that they use to rank products.
And finally, the last step, be sure to read whatever is posted in the app store. Although these reviews at the app store aren’t as frequently contributed to, the audience who do take the time to leave a comment is more passionate about the subject than most.
Get the Team Involved
You have to always consider how sales software will work for the end user aka your sales reps when comparing CRM software. So it’s better to go straight to the source. It is always best practice to consult your sales reps regarding their favorite CRM software. It will help you go a long way in finding the best possible CRM system. And actually in finalizing the right CRM solution after discussion with your team will make them feel good, leading to higher adoption and satisfaction rates.
Always find out the strengths and weaknesses of your current system before adding more cooks to the kitchen. Try to assess where you are, set your goals, and find the best possible options based on your budget for the CRM system. Once you are done with all our review sources from above, present a handful of options to the team and let them vote to make a final decision.
Actual Cost Vs Sticker Price
Normally, you might see the price of the CRM solution on their website, but with a few CRMs, the actual price starts with the purchasing cost and goes up from there. You’ll have to do some investigation to find the actual cost of ownership.
Here are few things to keep in mind:
- What is the minimum subscription period?
- Is there any charge for connecting Sales users with basic Customer Service info (open tickets, read/write access to mutually shared files, etc.)?
- How much will it cost to add more apps if required?
- Is there a price slab system based on the number of users? What happens if/when you increase the number of your sales staff?
- Can you customize the software after the initial purchase or does that require an upgrade on a chargeable basis?
- Does it require additional consulting or support to make it a success? Where would you get that from and what will be the cost?
Now that you’re all aware of your new sales software, be sure to comment below with your own tips for finding the best CRM solutions!