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Since you're at the beginning of it all, you might want to take a step back and think about your sales process. Here are some other questions to ponder as you'r
by tixocloud 9y ago
Since you're at the beginning of it all, you might want to take a step back and think about your sales process. Here are some other questions to ponder as you're thinking about your CRM:
- Are you a B2B or a B2C startup?
- What are your goals for your CRM? (i.e. close more deals, relationship management, etc.)
- How many people are in your organization? How many people are in your sales team?
- What existing systems do you have already? Do you need the sales data to feed into other systems?
- How do you plan on updating your customer information?
- How skilled is your sales team? Will they primarily be in the office, working remotely? Do they need additional capabilities from the CRM software?
- Which communication channels do you expect your customers to be?
Without a clear picture of your organization and your sales process, it's difficult to pinpoint the right solution. I used to be a consultant and have seen clients implement all kinds of software without fully understanding their own capabilities and the software's capabilities.
However, given that you're at the beginning of things, what would make the most sense might be to try a few different free tools to see what works for you. I wouldn't spend too much at this point - something simple and easy might be best. Heck, even Google Sheets or Excel might suffice at this point.