How to Choose a CRM
5 Nov 2022 · 1 min
1:02
Dotty Scott explains what matters when picking a CRM: it needs to be easy enough that you'll actually use it, have the features you need, and skip the bloat. The best CRM is the one you'll stick with.
Dotty Scott explains what matters when picking a CRM: it needs to be easy enough that you'll actually use it, have the features you need, and skip the bloat. The best CRM is the one you'll stick with.
I know because I've looked all over the place. There are tons of options out there for CRMs. How can a business owner figure out which one is going to be best for them?
I'll tell you, that is the question of the day. And many business owners find it extremely onerous just to do all the research to figure out which one is right for them. And I'll tell you, I can simplify it down to one statement for every business owner: the best CRM for you is one that you are going to use consistently. You're going to have it open every day. You're going to put all your new people in there, and it's a system that you feel comfortable using. It has enough features to do what you want and doesn't have a bunch of features that you don't need. Or if you don't need them, at least they're not in your way. So that's a place to start.
