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How to compare solutions By doing a quick search online, you will find hundreds of CRM software. To get started, it is advisable to consult the list of main functions and compare it with the priorities identified in the previous phases. crm software The price, obviously, has its weight in the decision, but don't neglect to read the reviews and testimonials of companies similar to yours to get a more contextualized opinion. In negative reviews, if there are any, try to identify the common elements and check that they are not fundamental characteristics for you. From the first screening, the advice is to select 3 "finalist" options with a description for each to share.
With colleagues and management. For example: SharpSpring combines CRM with marketing automation wedding photo editing service software to nurture contacts and optimize sales processes, prices start at $450/month for the profile with up to 1500 contacts (monthly billing) Salesforce Essentials starts at $25/month for each user up to 5 and is billed annually HubSpot has a completely free CRM version and can be ideal for getting started and possibly upgrading as needed At this point all that remains is to request a free demo or trial period of the CRM software.
Before getting in touch with a salesperson, remember to have your list of priorities ready and make sure you can decide on the timing of the trial. What to ask? In the demo, it is useful to understand how to import contacts, how to create reports, how to analyze the performance of each salesperson and the tasks associated with each contract in the database. At this point it will be simpler and more practical to compare all the systems you want to test, also involving the sales force in these experiments. 5. Rates and budget analysis.
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