When evaluating for a Customer Relationship Management (CRM) software, you may find the amount of choices on the market to be overwhelming. There are hundreds: some are industry specific, some are for small or large companies, and some are generic. There are many ways to help narrow the list down though; you can eliminate based on price, if they are a match for your industry, where they are ranked on third party sites, or what their reviews are. Once you have taken the hundreds of options down to top ten or so, a great step to pinpoint which ones are demo worthy is taking advantage of free trials CRM companies offer. In the Trial, you can get a taste of the overall look and feel of the CRM out of the box. Let’s look at three ways you can maximize a Crm Trial.
1: View the interface and feel of the software.
Immediately after getting the trial, your first login is a good indicator of what is to come. Do you see tabs in gold or brown? Do you see one Screen and must click multiple times to do something else? If you see dated layouts or old school screens, you have probably found a CRM company that does not prioritize updating their software. Or, if the interface is not user friendly to where you have many options on the home screen, their designing is not tailored to being efficient. In either case, it is not a good sign and is likely not going to be a CRM that will work out long term.
2: See how centralized the data is.
A big item when looking at a CRM is how easy it is to accomplish a task. Say you want to record a phone call for example: how many clicks does it take, start to finish, to do so? If it takes seven clicks and three screens to do so, for such a simple task as recording a call, that should make you concerned as to the viability of this solution. Taking notes, recording emails, updating information, and other tasks should be done within 1-3 clicks from one or two screens. Otherwise, you can waste a lot of time endless clicking and working in the CRM, especially for power users, employees who use the system heavily.
3: Test how quickly you can navigate.
If you are looking for a CRM to help with sales prospecting only or customer service only, then this part may not be critical. But if you are looking for any mix of marketing, sales, and customer service, it is worthwhile to note how quickly you can go from one to the other in the CRM. Certainly, there is a lot of crossover, but if an employee is building an email template and then gets a call from a customer, you do not want them to wait for three minutes while you navigate CRM to get to their information. See how quickly you can go from area to area in the CRM and how well the dashboards flow together.
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