Having help when you need it is essential. Before subscribing, put a company to the test by reaching out to their customer support via email, live chat or social media. If you wait for days or even weeks for an answer, they probably won’t be helpful when your company’s processes are on the line.Having help when you need it is essential. Before subscribing, put a company to the test by reaching out to their customer support via email, live chat or social media. If you wait for days or even weeks for an answer, they probably won’t be helpful when your company’s processes are on the line.

When conducting your CRM comparison, look for a cloud-based CRM tool that updates automatically and backs up your data online. This is more secure than offline software that requires manual updating and is liable to lose client data.

To get an idea of the level of innovation that goes into a CRM tool, take a peek at their company announcements and product updates. You’ll easily find this info on their blog or homepage. The frequency of updates will tell you just how much they’re improving their product

CRM tools should provide an uncluttered and accessible view of your data. Check out product demo videos or screenshots for a preview. The clearer the dashboard looks, the better, and the more likely you and your team are to benefit from the improved visibility.

Take time to research how a company treats its environment, staff and partners. It says a lot about their values. Employee scandals, licensing feuds and shady practices are signs that a company is not headed for success and that the products they make will inevitably suffer

When it’s time to compare CRMs, customer reviews can be a good source of objective feedback on a product or company compared to that brand’s own marketing materials. Also, pay attention to how the company responds to negative reviews to determine how valid the reviewer’s concerns are and how much the brand cares