5. Read reviews on independent websites
It's also worth reading reviews about CRM software on third-party review sites such as Capterra, GetApp or Software Advice.
For example, Capterra asks users about the pros and cons of their respective CRM software and asks them to provide a general review of the software, evaluating the software in terms of ease of use, feature set, customer support and value for money.
This feedback gives potential users an overview of the strengths and weaknesses of the CRM systems they are comparing, making it easier for you to find a solution that fits your needs.
Example of a CRM review on Capterra
Review sites often group CRM software into different categories, such as CRM for Macs , CRM in construction , or CRM in finance . This is helpful if you're looking for a CRM system for a specific operating system or industry.
6. Interview your sales team
Of course, your CRM system must meet the needs of the company first and foremost, but it is also important that south africa telegram data your sales team is happy with it. Otherwise, you may end up investing in software that your sales reps simply won't use.
A scenario that is surprisingly common, the biggest problem most sales managers have with their CRM system is a lack of adoption among salespeople .
To prevent this from happening, you should involve your sales staff in the purchasing decision. This will not only give you the support of your team, but also valuable feedback from the employees who will be working with the CRM every day.
For example, you can ask the following questions:
Which CRM systems have you worked with? What can you tell us about them?
How long did it take to get used to the respective CRM software?
Did you and your team receive good support from the provider when problems with the software occurred?
What results were you able to achieve with the software?
Have you heard positive things about other CRM systems from other salespeople?
The best way to collect this feedback depends on the size of your team. For example, you can simply send an email to your sales reps, or you can use Google Forms to gather all the feedback into one document.