Finding the right CRM software or customer relationship management tool can be time consuming. We tried 94 different CRMs before we decided to represent Pipedrive CRM.
We have set up Pipedrive for hundreds of Czech and Slovak companies. We would be happy to connect you with a similar company to yours to get an independent view of this CRM system.
What to look for when choosing a CRM?
Can CRM grow with my business?
When comparing customer relationship management software, you need to consider scalability. Now, you may be a small business or a startup, but a reliable CRM should support the growth of businesses of all sizes, from SMEs to large corporations. To avoid having to change tools after a year or two, see what kinds of features are available with all plans, not just the one you're interested in now. Popular CRM features include sales automation, lead scoring, email marketing, and a selection of add-ons.
Tip: Check out the case studies to see how we've helped businesses like yours.
What's his support?
If a software bug can cost you a lot of money, you can't afford to wait five working days for an email response. Look for a tool with a solid reputation that offers live chat or phone support during your business hours.
Tip: Look for a CRM that offers round-the-clock support and hands-on support to make sure it covers your time zone and weekend shifts.
How easy is it to use and train my team to use?
Compared to CRM alternatives like spreadsheets and pen and paper, most CRM systems require a certain learning curve to break even. Look for a simple CRM platform that allows you to get more done in less time. The key is to find one that is powerful and feature-rich, but intuitive at the same time. Tools with all the bells and whistles may seem great at first, but if it takes your team months to get up to speed, that's a lot of wasted time and productivity.
Tip: To see how easy it is for users to find a tool, read reviews on sites like Capterra .
What customisation does it offer?
Every CRM will need some customization to suit your business and sales process. Creating things like custom fields and sales funnels is standard, but does it offer automation tools to support your customer lifecycle? There are countless solutions to automate data entry, new lead generation and other day-to-day sales activities. Take a look at CRM price comparisons to see how much you'll pay for the customizations you need from different providers.
Tip: Browse the marketplace of CRM applications and see if it integrates with your other tools.
What reporting options does it have?
Sales reports are essential to improve your results and motivate your team. Look for a CRM that can capture customer information and generate reports without manual entry. Better yet, look for a tool with real-time dashboards to keep you on track to your goals. When reports are beautiful and easy to create, you might find yourself using them more, too.
Tip: Create a set of basic report metrics you need to track, then look them up in CRM.
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