Our best advice? Do your research. And make sure that at minimum, your CRM meets these three requirements:
1. User Experience
Having a CRM that is easy to learn and use means your team can hop in to the system and catch on right away. Implementing a new software shouldn’t have to be a headache, so leverage “try before you buy” options to see what works best for you and your team.
Beyond providing a great user experience, implementing a CRM that has the ability to pull in granular levels of information for your contacts means the right information is always at your sales team's fingertips.
When you’re looking for a CRM, map out the information your reps need. Then, look for a CRM that gives them access to this information in one single hub. You’ll eliminate double entry, so your sales reps can stop hopping from platform to platform, and spend more time selling every day.
So, when you’re looking for a CRM, make sure you have a list of additional things you want from your CRM. Maybe you want a specific capability from your CRM developers. Or, you need specific integrations. Or maybe, you want a dedicated support and implementation team to walk you through your implementation.