You can then supplement this collected information by asking CRM software users outside of your company. For example, reach out to your network to find out what CRM systems other people/companies considered before making a decision. Find out what led to the selection of a particular system and whether that system met expectations. You can ask your questions in person or post them on Facebook, Twitter or LinkedIn.
After you have determined your business goals and done some initial research, you should narrow down the list of CRM solutions that are right for you for further comparison.
While it is important to consider as many CRM systems as possible, it will be difficult to examine every single south africa telegram data one of the more than 500 CRM systems available. Choose the five or six systems that stood out to you during your research and that your sales team brought up.
Review sites like Capterra allow you to narrow down your list based on a variety of factors , including positive reviews, the number of users in your company, whether you want a CRM system to be web-based or on-premises, and what features it offers.
8. Use comparison sites from CRM providers
When you have only five or six different solutions left on your list, you can compare them directly. At this point, you will have visited the websites of several CRM providers and your head is probably spinning from the amount of information. To simplify things a little, you can use comparison sites, which usually only compare a few solutions based on important factors.