We review customer feedback and evaluate the company’s overall reputation as part of our scoring. Ask yourself: Can you talk to a live sales rep via chat or phone? Is 24/7 support available? Are there user help forums available to you? Your CRM support team should be easy to reach and answer your questions promptly. We review each pricing tier’s features and resources to determine if the cost is commensurate with the software’s overall value. Ask yourself: Does the CRM platform help you manage and customize your pipelines, track sales, generate reports, forecast revenue and more?ĬRM software can be expensive, so you want to make sure you’re making a valuable investment. Your CRM should enhance your sales process and lead tracking. Ask yourself: How steep is the learning curve? Are there helpful videos, guided tutorials and live webinars available? Can you learn by doing? The best CRMs shouldn’t be too complicated for your business to adapt to.
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