What To Consider When Choosing A Sales Software
Selling involves the customer communicating their needs to the salesperson and deciding to purchase! Or simply visiting a shop and placing an order by a customer in exchange for money or something else, and to the salesman is a deal closed.
This transaction between a prospective buyer and a salesperson is what we term as making a sale. In the end, both the customer and the salesperson benefit. Customers benefit from the satisfaction they get from the provided goods and services, while the salesperson gains from the monetary transaction.
With easy communication, the best sales and software put sales and marketing automation (workflow automation) at the free front. These have to translate to generating traffic and quality leads. It allows for managing marketing campaigns, optimizing resources, data collection, analytics, team collaboration, branding, phone call tracking, social media marketing, content distribution, SEO, lead scoring and nurturing, and email marketing.
Here is what to consider when choosing sales software for your business
1. Make out and recognize your business needs
What do you need? You ought to understand your business needs and your sales team's goals to choose the right sales tool that fits your profile and portfolio.
2. Tools and the features you want to include in your sales software
Point out the features you need to have in your sales software, depending on your business needs. However, the standard features across all CRM tools include; marketing automation, lead tracking and management (suitable for sales and marketing teams), contact management, task management, project management, third-party integration, customer data management, sales management, workflow automation, and many others. Check your features for customer-centricity, cost, and ease of integration with other tools. Read: MonkeyPesa Joint Inbox vs. Hubspot Inbox
3. Ease of mobility
In the current era of technological advancement, everyone has embraced working remotely from home. Therefore, to keep relationships with customers consistent, teams must access client information to observe sales pipelines and perform day-to-day roles remotely. This change in work mode has called for adopting CRM tools that support mobility.
4. The pricing
Price charges are significant for you to know to evaluate whether they can fit into your budget or not. There are free and paid-for sales software packages, so you can choose the one you want depending on your budget command. Different sales software charges differently, so you have to be conscious. Some tools give free trial versions though these expire, and you must go in for the paid version if you enjoy using the platform.
Related: The Benefits Of CRM For Fintech
5. Test drive the CRM
This is very critical for your business before choosing the right CRM. If need be, and you don’t understand some aspects, ask for a demonstration session from the expert to show you how the system operates and fix anything you think could be missing.
This would also help you determine how the sales system can be maintained. You could decide to do a free trial version to test the performance of the software regarding user experience and functionality. This allows you to understand the ease or simplicity of usage regarding tax executions and accomplishments. Therefore, it is advisable that before you go to buy CRM software, request a free version first, use, test, and prove its usability experience.
6. System Integration
This is a vital aspect to consider when choosing the right CRM system. If you buy a CRM system to help you run your business, you may need to integrate the software with other third-party applications for maximum gain. The right CRM should support services like office 365, Google Workspace integration, ERP, and many other software tools.
7. CRM deployment
You are going to choose between cloud-based or on-premise sales software. However, both solutions have positive and negative effects. With a SaaS, you must log in to the cloud-based CRM of your internet browser. The downside is that internet support is vital but may not be entirely reliable. On the other hand, the on-premise software is physically suited, meaning integration with other software tools might become easy due to straight access; however, mobility is limited.
Data security is a non-negotiable aspect of your preferred choice of CRM. Your customer data is your gold mine. Fintechs are highly involved with their customer's financial data. This data is so sensitive, and the last thing you want is for this data to be under threat.