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Hey there! Your Business Can Probably Benefit From Pinterest
It sounds like you’re working with clients online, your teams are distributed, or you’ve got multiple departments working with clients. Whatever the scenario, a collaborative CRM will help you provide better customer service.Team members at every point in the sales cycle can see notes and information about the prospect or client. And when you know what happened at every touch point in the customer journey, you can offer the best customer service.3 Tips for Choosing a CRM1. Ask “Which one is best for MY business?”You can find CRM comparisons all over the internet. But, what those comparisons won’t tell you is which CRM is best for YOUR business.Start by making a list of what you need your CRM to do for you. Jot down the must-haves versus the nice-to-haves. Consider your budget. Are there setup and annual recurring fees? Will you be charged per contact or team member or both? Also, consider the cost, both time and money, of getting your team and your systems working in the new CRM.Once you’ve got your list, take a look at those handy comparison charts you found. You’ll quickly see which CRM is right for you. It’ll be the one that checks all the boxes on YOUR list!2. Choose the right size CRM for your business.Choosing the right size CRM for your business is kind of like choosing a cute outfit for your friend’s new baby.If you get an outfit that fits right now, it’ll be too small in a few weeks. If you get one too many sizes too big it won’t get worn. Because by the time it fits, your friend will have forgotten all about it. The trick is to get something they can wear as they grow into it.The same goes for selecting your CRM. Choose one with features you’ll need for the next 3-5 years as you grow your business. And when you’ve maxed out those features, you’ll have the resources to level up again.3. Take your top 3 choices for a test run.You’ve made a list and shortlisted your best options. It’s time to take your top 3 contenders for a test run. Sign up for their free trials and block out some time on your calendar to try them out. Check out your must-have features of each CRM. Make notes about what you liked and didn’t like.Weigh the pros and cons and narrow it down to two choices. Choose the CRM that gives you all your must-haves and the most nice-to-haves from your list.Finally, to confirm your choice, imagine your future self using that CRM as your business grows over the next 3-5 years. If you enjoyed using it now and can see how it will meet your business needs as you grow, you’ve got your winner!Hi👋, I’m Lucas Addaway!I’m a business consultant who’s helped dozens of companies select the best CRM for their business.I’ve got a degree from Business School, and I’ve been a consultant for over a decade. I’ve got a deep understanding of the features and benefits of the top CRM software on the market today.I can help you evaluate your business systems so you can choose the best CRM for your company. There’s nothing I love more than fist-bumping my clients when their CRM helps them crush their business goals faster!Looking for some quick wins with your CRM?1. Check out my Growth Systems podcast. I sit down with leading business owners, managers, and team leaders every other week to discuss how they solved some of their toughest business challenges.2. Follow me on LinkedIn. Follow me for regular tips and tricks on using your CRM for consistent business growth.3. Hop on a free 15-minute discovery call with me! We’ll chat about your business needs and growth goals. You’ll leave the call with greater clarity about which CRM features should be on your must-have list.And be sure to check your inbox, because I’ll be sending you a FREE copy of my latest eBook, Unstick The Problem, and all sorts of other valuable resources!