As you begin your CRM comparison shopping, it’s important to know the features that will best suit your needs for sales, services, and marketing. In this blog series, we’ll touch on each of those areas and provide insights into which features you should be homing in on to maximize your CRM investment.
But first, let’s establish one major point: Selecting a CRM based on features alone is a recipe for failure.
While the features are part of the greater whole, the bigger focus should be “What are my business goals and will this CRM (with the given features) help me achieve those goals?”. Your CRM search should always begin with strategic planning, which is the process of consciously defining your current roadblocks and using those to create actionable goals for your CRM adoption.