CRM is useless if it is not configured correctly or if your employees are not trained to use the features it provides.
So when you ask for a price, be sure to ask how much it will cost to customize the solution to your needs and personalize the training sessions, not just the online tutorials.
A CRM system should complement your armenia phone number list business and reflect your sales process, your marketing strategy, your customer service activities, your contact management procedures. Therefore, you should choose a system that is easy to set up.
When it comes to training, this is one of the most important factors in a smooth CRM implementation. It should be a continuous, user-specific hands-on experience so that everyone knows how to use the software to improve their efficiency.
Group, individual or role-based CRM training not only shows how the system works, but also shows how everything is connected and how the user contributes to the overall workflow of the organization. In essence, training helps the company work together to achieve one goal.
7. Pay attention to ease of use.
One of the most important criteria for choosing a CRM system is how you feel and what you experience when using it.
Does this help you? Is it intuitive? Or is there something that annoys you or slows you down?
For example, you might ask a vendor to show you how many clicks it takes to complete a specific task. As you review, ask yourself: How efficient (and enjoyable) is the user interface? Are the buttons clearly labeled? Is the flow of actions logical?
All of this makes up the user experience.
So when you watch a demo or test a CRM system, be sure to evaluate the system's user interface as well as its ease of use.