Advice

Common question: Which CRM is best?



The real question should be: Which CRM can do what I need it to do?



Today a business owner asked me which CRM system I think is the best. A reasonable question that our consultants get asked on a regular basis.

The truth? All of them and none of them. It's kind of like asking 'how long is a piece of string?'

In other words, every CRM has pros and cons, and it really depends on what you want to achieve from having a good CRM in the first place.

The real question should be which CRM can do what I need it to do?

The number one mistake I see businesses make when choosing a CRM is that they don't fully map out their sales process and service blueprint. A sales map and service blueprint helps you identify all of the little communication points, reminders, tasks etc that you need to do along the way to win and keep happy customers. A good CRM helps you manage those things so that you can do business better.

Don't choose a CRM until you know what you want it to do! If you are unsure what a sales map or service blueprint looks like, then our team can help you get yours sorted. We love that stuff!

Happy selling, Steffan

P.S. We work with many different CRMs including Pipedrive, Salesforce, HubSpot, Cin7, Exsalerate and more. If you want advice on setting up an effective CRM that your team will actually use, give us a call on 07 579 3645.

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