Selecting a suitable sales and relationship management tool is an important process that takes up time. After all, testing all of the CRM tools in your shortlist is a resource-intensive exercise. That is exactly why we created this overview of important aspects to keep in mind when deciding between different CRMs like Salesforce vs Act CRM.
Whether you want to switch from one CRM product to another, or are looking to implement a CRM system in your business for the very first time, taking the time to weigh the pros and cons of several tools is incredibly important as no universal CRM exists. However, far too often business owners and managers only research Salesforce vs Act! Contact Management and CRM without considering other tools that might be far more suitable for them. Again, since an all-round tool doesn’t exist, take the time to evaluate all the important aspects of a CRM against your business requirements and user needs.
When you’re deciding between the different options, like Salesforce and Act CRM, the way your information is presented in the various tools should be a high priority. And that’s not because of vanity, but because a good-looking and intuitive user interface with good information structure makes the difference between you and your team wanting to use the tool day in, day out, and you feeling constrained because of the software.
(who have with 15+ years of sales experience): Make sure that your the CRM tool you use doesn’t only help you analyze your sales work, but also help you work better on a daily basis. A modern CRM software shouldn’t be meant for logging purposes - instead, it should help you identify the most important deals you and your team should be working on, and give you helpful reminder notifications to follow up with them.
How difficult it is to implement the tool in your team, and how easy or cumbersome it is to use are the two factors that can quickly drive up the cost of a CRM. This is why you should very carefully consider the training and development required for achieving full adoption in your team or business. It’s also key to take into account how well the software encourages team collaboration. Avoiding duplicate work improves your team’s productivity significantly.
How quickly your questions and issues get answered can make the difference between winning and losing a deal. That’s why you cannot discount the aspect of how good the support team of a CRM is. Whether you require consulting on setting up your account, run into an issue or want to know how to get the most out of the tool, it’s the support people who are key to your success.
Finally, if your team is often on-the-go at client meetings or doing outbound sales, then native mobile applications are a must. See how well they are rated on the different app-stores to see how good they are.
There's no "right" answer when it comes down to which CRM you should choose. Ultimately, it always depends on what your specific needs are. When evaluating and considering different CRMs, we recommend you to include Pipedrive into your comparison.
Pipedrive has a simple to grasp and beautiful pipeline view, great sales reporting, first-rate customer service and mobile applications. Through activity reminders, Pipedrive helps you focus on the right deals and makes sure you never drop the ball again.
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As a long time user of SFDC and other CRMs, I love the simplicity and intuitive nature of Pipedrive. My favorite feature is the automated pop-up forcing the next step.
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.