Questions

We are a sales-based company and would like to keep track of our leads and sales data along with who is managing which account. We want something that is easy to use first and foremost but also pretty to look at. Any suggestions?

I've been running sales and marketing operations at companies ranging from $50,000 a month to $100m a year in revenue and have seen my fair share of crms.

None of them are "pretty" out of the box, and what you can do with them generally depends on who you have running them. Some are more limited than others and some are more expensive.

The smartest thing you could do in your situation is connect with an expert to better understand your situation and to pick the system which best suits your needs. Even if the conversation isn't cheap, it will be a whole lot cheaper than migrating after you choose a system that doesn't meet your needs.

As an exercise you should try to brainstorm all the things you want your crm to do for you...

Then connect with an expert, show them your list and ask what they think is missing.

Once you've done that, one last call and ask for help choosing the solution that fits your situation.

It'll cost you $500, and it'll take you a week but it can save you a fortune in time and money if it saves you from making the wrong decision and only realizing it after 6 months


Answered 7 years ago

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