You don't buy a CRM as another element in a set of different working systems. You buy it to optimize your business! This is why you need to make sure that your CRM system can integrate with other applications you already have. Now we're not just talking about integration with Office 365 or Google G-Suite! Of course, these integrations are important... but your CRM software should also integrate easily with: 1c or other accounting software, HR software, your own website and web forms for importing new leads, invoicing and e-commerce platforms for recording transactions, and marketing solutions.
Likewise, make sure you can easily transfer chinese singapore phone number list existing contact information to your new CRM software. Most CRM systems allow you to import data from other sources. Also check if you can export information from your CRM software. 4. Never take a CRM system at face value! It is always a good idea to check it. The best solution is to start with a live (or online) personalized demo and then move on to a free trial.
During a live demo, support will walk you through the software and show you how to use it. You can then ask specific questions related to your business. After that, you can move on to “playing” with the trial version to get a good idea of how everything works and see the strengths and weaknesses of the system. Pay attention to things like ease of use, key features, and expandability. Finally, we recommend that you invite at least two vendors to the table so you can compare CRM offerings.