Don’t just rely on the information provided by CRM vendors when doing your study. Request a demo, during which a representative will show you through the software’s features.Don’t allow this demo to turn into a sales pitch, though. Make certain to ask important questions, such as:
What parts of the software do users most frequently report problems with?
Don’t just focus on the features that providers offer, but also inquire about what users find difficult. This will also allow you to assess the representative’s ability to be open and honest with you about their goods. If a vital element for your company’s demands and sales pipeline is a source of frustration for other customers, it’s likely to be the same for you.
What are the set-up costs for the software?
CRM software is often priced on a “per user, per month” basis, however there are frequently up-front fees associated with deployment. How probable is it that we’ll need technical assistance to set up, install, and/or operate the software? If you don’t have an IT staff or don’t have one, it’s crucial to know whether you’ll need tech help to install and maintain the software.
How easy will it be to add features at a later date?
You may want to add more complex services, such as marketing integration or reporting and analytics, as you grow more experienced with a system. Check to discover if there are any additional expenses or difficulties related with adding features afterwards. An example of this would be a connection to your social media management system.
Is there a mobile app?
Because your workforce is likely to work from smartphones or tablets, the type and pricing of the CRM mobile app may be critical to your company’s success. With an easy mobile app, your employees can quickly and sometimes in real time follow up with customers, make phone calls while on the go, check their email and social media activities, and improve the overall employee experience.
Ask if the mobile app is designed for Android or iOS devices, depending on which your team likes.