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Are you comparing Salesforce vs. Insightly, among other CRM software tools? Choosing the right CRM system for your sales team can be an overwhelming process. With so many important factors to consider, we’ve laid out some critical comparison points to help you make the right decision for your business needs.
Since there isn’t a “right” tool that fits everyone’s needs, you need to take a look at your specific business requirements to find the matching tool. So, when you’re evaluating Salesforce vs Insightly, we recommend to include Pipedrive in your list of candidates.
Pipedrive’s visual and intuitive sales pipeline view drives your team’s sales by making sure no one ever forgets to follow up on an important deal. Complemented with native mobile apps and activity reminder notifications, Pipedrive makes sure you focus on the right deals wherever you are.
Quality of support
If a software error can cost you a big deal then you can’t afford to wait five working days for an email response. Look for a tool that offers live chat or phone support during your business’ operating hours with a solid reputation to boot.
Your budget
Free is not always free, but there are some great low cost solutions available on the market. Expensive solutions aren’t necessarily the best ones, but if you do find a great tool that’s outside your price range, evaluate if spending more would benefit you in the long term.
Customizability
Being able to customize your CRM software while expanding your customer base is the key staying agile. Changing with your environment is the key to success, which means your tools need to be equally adaptable.
Your industry
A project management system will not benefit your sales team as much as a specialized sales CRM. If you’re trying to sell, you need software that takes sales budgets, targets, sales stages, and deadlines into account.
Your team’s size
CRM software is not a “one-size-fits-all” solution, and you don’t need an enterprise tool for a team of five salespeople. It’s critical that you pick a CRM that suits your team’s size and plans for scaling in the future.
