When you’re considering using a new CRM tool in your team, it takes time and effort to evaluate every single option in your shortlist of candidates. That’s exactly why we’ve created this overview of the important aspects you should scan for in the CRMs like Vtiger vs SugarCRM.
With a near infinite number of different user needs, no CRM can fit the bill perfectly for all the companies. So when you’re drawing up all the pros and cons of one tool, make sure to add a couple more to your evaluation. What we often see is that business leaders only assess a pair of tools, like Vtiger vs SugarCRM without considering other tools that might prove to be a far better fit to their sales and contact management requirements.
A sales CRM system with well presented information helps your salespeople focus on their task at hand and become more efficient at their jobs. Does the CRM put focus the deals that are most important now, or does it just present everything in a list format with few visual cues? Visual reminder notifications of when to follow up, highlighting of inactive deals, and a stage-by-stage overview of all deals gets salespeople in a habit of using the system constantly without feeling that it’s a tool meant for data-entry.
If your CRM is difficult to learn and use by your team, then your costs are going to skyrocket - not because the tool will be expensive to use, but due to lost sales time and efficiency, which should really get you to think about implementing another tool. So, do some user-testing in your team to find out if the tool simple to set up, easy to get a hang of; and whether it encourages collaboration within the team by removing as much duplicate work as possible?
Once you or someone in your team runs into a question about a feature or would like general advice on best practices, you nearly always contact the support team. It’s key to your team’s success with the tool to find out how adept the support team is in solving issues, how quickly they respond, and whether they are helpful in giving out more general advice. All this, you can test during the trial periods of the software.
A lot of client meetings happen off-site and sometimes you need to update the details of a deal while you’re on-the-go - in any case, work needs to get done. Therefore, it’s a good idea to test the Android and iOS applications of the CRM systems you are evaluating to get an idea of whether your team will be able to work from their phones when needed to.
Again, one-size-fits all tools don’t exist, so review the CRMs against your business requirements carefully. When you’re comparing Vtiger vs Salesforce, we recommend to include Pipedrive in your list of tools.
Pipedrive’s intuitive and visual sales pipeline view drives your team’s sales by giving a complete overview at which stage every deal currently is. It makes sure that no one 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.
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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.