This also applies to the number of users in your company. Different users may need different user plans. So, your sales team may need a CRM with an advanced sales suite and the ability to use the CRM on their mobile devices; while your PR team may only need to use marketing-related features.
One thing is clear - stay away from one-size-fits-all solutions; instead, choose a CRM that can adapt to your needs!
This is one of the most important things uae phone number list to consider when choosing a CRM for your business.
You don't buy a CRM as another element in a set of different working systems. You buy it to optimize your business!
This is why you need to make sure that your CRM system can integrate with other applications you already have.
Now we're not just talking about integration with Office 365 or Google G-Suite!
Of course, these integrations are important... but your CRM software should also integrate easily with: 1c or other accounting software, HR software, your own website and web forms for importing new leads, invoicing and e-commerce platforms for recording transactions, and marketing solutions.
Likewise, make sure you can easily transfer existing contact information to your new CRM software. Most CRM systems allow you to import data from other sources. Also check if you can export information from your CRM software.
4. Request a demo and test drive of the free trial.
Never take a CRM system at face value! It is always a good idea to test it.
The best solution is to start with a live (or online) personalized demo and then move on to a free trial.