CRM

With so many options available on the market, finding the best solution for your team and your sales process can be a big challenge.

If you’ve already started a survey, you’ve probably noticed that sales platforms vary a lot from each other, positioning themselves in different ways.

As this work demands a lot of time and patience, we list the points we consider critical to simplify your analysis. Come on?

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  1. What is your goal?
  2. What features are you looking for?
  3. And the end-user?
  4. You’re safe?
  5. Technical support or customer success?
  6. Integrations with other platforms
  7. How much?
  8. In conclusion: which is the best CRM?

What is your goal?

Huge exposure to different possibilities naturally generates a great fear at the time of decision making.

The fear of making mistakes often makes us back down in our analyses, delaying the choice process and generating mental strain.

The best trick to avoid these unproductive deviations in your analysis is a simple reflection:

  • What, in fact, do I seek for my company?
  • Before knowing the market possibilities, what made me go after a commercial solution?

These definitions will help keep the research-focused, not forgetting the real objectives.

What features are you looking for?

Every CRM is a composition of functionalities, which makes this point, probably, the main one of your research, because they are what will help to reach the desired objectives with the solution.

Ask yourself:

  • What features will allow me to achieve my goals?

Ask the seller, for example, if they could share a case in which similar goals were achieved with the solution’s functionality.

Ask for a product demonstration based on your business processes so that practice can highlight hidden strengths and weaknesses in a purely theoretical analysis.

This way you will be able to see if the analyzed software is, in fact, prepared in terms of functionalities to serve you.

And the end-user?

Although this knowledge is rare among managers, considering the usability of the software for those who will use it is as important as thinking about the success of the implementation.

Any and all goals you intend to achieve through a platform necessarily depend on the adhesion of your end users.

Adhesion, in turn, is not linked to mandatory use, which is common to hear, but to user satisfaction in using the software.

Simply put, your salesperson will only use CRM on a recurring and disciplined basis if he literally enjoys it.

Thinking about hiring an intuitive and pleasant CRM for the operational use of your salespeople is a necessary premise for achieving your success.

Sticking to the essentials is a great way to put this into practice.

You’re safe?

So that your data can be accessed from anywhere, we are currently seeing a huge trend towards the use of cloud storage by software vendors.

This, while eliminating any physical limitation, implies an extremely delicate point that deserves your full attention in the search for a CRM: data security.

A few simple questions can help you gather information to make it clear whether or not a company deserves your trust. Examples are:

  • Where is the data entered into the system hosted?
  • What is my guarantee of data availability?
  • Which people in your company have access to my database?
  • Is there a contract that formalizes this information you gave me?

Since CRM is an operational tool, the non-availability of data can result in the interruption of your entire business process.

In addition, if someone unauthorized has access to this data, that person can see your leads, your contacts, your conversion rates, among other sensitive data from a CRM.

Technical support or customer success?

Oftentimes, reviewing support tends to take a back seat to decision-makers, and the importance of this becomes clear only after deployment when it’s too late.

Knowing how the service is done is very important and needs to be seen as a decision point for hiring.

Invariably, companies go through changes that imply the need for platform adaptations or problems while using the tool.

In addition to good support for technical problems, it is essential to have an expert from the supplier at your disposal, always concerned about your experience as a user.

This professional also called a Customer Success Analyst, is responsible for caring about your results and ensuring that you are successful using the solution.

Search for information about:

  • What will be the service channels? Chat, email, phone, support within the system?
  • What will be the estimated timeframe for resolving tickets?
  • Is support provided in my language?
  • Does the company only provide support or does it also provide a professional in customer success?

Integrations with other platforms

A CRM, by default, turns leads into customers, generating sales.

Ever wonder how this platform receives data from prospects or reports closed sales to the finance department?

These are generic examples that make it clear that integration matters.

CRM integrations with other platforms allow data to enter and exit the CRM according to your operation’s needs, avoiding exhausting manual work.

When everything is centralized in one place, it just gets a lot easier, doesn’t it?

Connecting your processes through automation and integrations brings noticeable results for the company as a whole, especially in terms of productivity.

How much?

Price alone should not be a deciding factor in your analysis.

While Meets, for example, has a monthly fee of R$29.90, Salesforce even charges monthly fees of R$500.00, depending on the dollar variation.

The ideal solution for your company is neither the cheapest nor the most expensive. You’ll be right in your choice when you have visibility of all the points mentioned to, then yes, compare the prices of each solution.

Which one suits you best? Is any feature of the most expensive important or the cheapest suit you?

In conclusion: which s the best CRM?

In short, the ideal solution for your company is one that answers all your questions positively:

  • Is this solution in line with my goals?
  • Do these features suit me or will I miss something?
  • Is the tool intuitive? Will end-users like it?
  • Is my data secure?
  • Can support get me? Is anyone concerned about my success as a user?
  • What other platforms does this CRM integrate with?
  • Within everything I need, what is the value of the CRM that suits me?

Take advantage of the knowledge gained and don’t forget to include Ploomes in your review. The Ploomes is the CRM best evaluated in Brazil. 😉

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