What if Copilot Doesn't Have a Feature I Want?

Mike Andes advises against choosing CRM software solely for one or two beloved features. Using a gym equipment analogy, he argues users often overvalue a single feature and may overlook broader workflow fit, product leadership, and roadmap; instead evaluate overall productivity, workflow adaptability, and company direction when selecting a CRM.
Chapters
Foreign.
I always love this question because there are so many features and what happens if you've used a CRM? You typically have a two or three pet features that you like and you love and you literally can't think of leaving that software because of those one or two features. And we get, because we have hundreds of competitors, we get hundreds of people coming to us and saying, you could just do this one or two things. I would switch. This is how I like to think about it. And I was talking with Christian, who was actually on the copilot team, the sales team. He used to be a personal trainer and he's still my personal trainer, works at my gym. However he and I were talking, we're saying, you know, features are kind of like workout equip. And we'd have people come into the gym and they were literally three or four minutes down the road. But because there was not one piece of equipment that they really love, they would say, you know what, I'm not going to join here. I'm going to drive a 20, 30, 40 minute drive to this other gym so I can have this one piece of equipment. And always boggle our mind because we could show them four other exercises that would work the same exact muscle groups and probably do even a better job of building their muscle and developing their skills, developing their balance, but yet they were so locked in, in their mind, they had to use this one pie of equipment and they therefore would spend an extra hour commute every single day to go to a different gym. And that's how I think about features. People find that one thing, they zero in, oh, I can't leave the software because it's one thing, but if they just broke loose of that and figured, okay, is this a better solution for my day? Think about the gym. Is it a better solution in terms of my speed? Mute time. And if that answer that is yes, is there a way then I can use another piece of equipment, another machine, and target the same muscle groups. And it's very likely that if there's one feature that you're really tied to, there's a very good chance it's a workflow that you can make sure that is used inside of copilot. And I would never, never, ever choose an entire CRM based on one or two features you want to be looking at. What is the future of this company? What's the leadership of the CRM and where's the software going? Is it on the cutting edge of technology or has it stayed stagnant for three, four or five years. That's the main determining factor, in my opinion. You should be focused on not the one piece of equipment, the one flashy dumbbell that's going to somehow change your decision and make you go out of your way and make it inconvenient for every other aspect of your day, of your life and of your business to be able to go to that other gym that's way further away.










