Evaluating every option in your shortlist of CRM systems takes up a considerable amount of resources, namely time and effort. That is why we’ve created this overview of the most important aspects to follow when appraising the various options, such as Base vs Salesforce.
In the world of CRM software, “one size fits all” does not apply. That is why you need to consider the advantages and disadvantages for every tool in your list, regardless of whether you’re making a switch from one tool to another, or are looking to start using a CRM for the very first time. Often times, however, business leaders only compare Base vs Salesforce without taking into account other sales and contact management tools which might provide a far better fit for their needs. Be mindful of this pitfall, and put in the time and effort to consider different tools against your own business and user requirements.
While a good looking tool on its own won’t drive your sales, a system with an intuitive interface and well-structured information will help you and your salespeople become more efficient by getting you to focus on the information and deals that are most important. Using such a CRM will create a habit amongst salespeople to use the system on a daily basis without feeling constrained in their work by the CRM.
(with 15+ years of sales experience): Make sure your teams loves to use the product and that it makes their day-to-day jobs easier, on top of the tool helping you or your sales manager analyze the team’s sales results after they’ve occurred. You’ll get better results if the CRM helps you and your team identify the most important deals you should focus on, as well as notify you when it’s time to follow up. The time when CRMs were meant for logging-purposes only should be over.
If the CRM you choose has a steep learning curve and is difficult to use, then you’re driving up your costs (especially opportunity cost due to lost sales time) and should probably think about using another system. A good CRM tool should be simple to implement within the team, and it should encourage collaboration as much as possible to avoid duplicate work among the sales team.
Say you run into a problem or a question regarding your CRM - the first thing you do is contact support. A timely and helpful response can make or break a time-critical deal. Therefore, take notice of the quality of the support team who are there to help you resolve issues, set up your account if needed, and sometimes simply give you good tips on how to make the most of the tool.
We often need to check or update client data during times when we can’t be in the office behind a desktop computer. Whether due to client meetings or travel, work still needs to get done, which is why good mobile apps that help you be more productive are critically important. So, take a look at the quality and feedback to the mobile apps of CRMs by comparing them on the different app stores.
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 Base vs Salesforce, 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.
No credit card needed.
Love this program. It is the only CRM that I actually want to use. Having a CRM that you don't want to use leads to your team not using it. What's the point of that. Pipedrive is built by sales people, for sales people.
We’ve built a CRM tool that’s great not only for salespeople, but also anyone wanting to get super organized and close deals in less time.
About half of our customers liked us so much they switched from their existing CRM; the other half didn’t even know they needed Pipedrive until they tried it.
Easy to set up, no credit card required