How to Choose a CRM in 6 Steps скачать в хорошем качестве

How to Choose a CRM in 6 Steps

Deciding on the right Customer Relationship Management (CRM) tool can be challenging. For this video, we've partnered with our friends at Nutshell to guide you through 6 essential steps that make the CRM selection process a breeze, featuring insights and tips from our WebFX and  @nutshellcrm  industry experts. Video Chapters 00:00 Introduction 00:44 1 - Decide what you want from your CRM 03:29 2 - Plan your budget 05:14 3 - Get feedback from your tea 05:59 4 - Research CRM options 06:38 5 - Narrow down your list 08:32 6 - Make your decision 👉 Step 1: Define Your CRM Goals Before diving into CRM options, set clear goals. Are you transitioning from spreadsheets or seeking a fully customizable solution? Will outlines more questions to ask when setting your goals in this video. 👉 Step 2: Plan Your Budget Investing in a CRM is like budgeting for a family vacation – it's crucial not to spend too much of your resources on unnecessary features. Instead, look for a more flexible solution that can grow with you. A CRM like Nutshell offers flexible plans, allowing you to add features to your plan as you need them. 👉 Step 3: Gather Team Feedback The people who use your CRM every day should have a say in the decision-making process. Ensure your chosen CRM aligns with what your team needs. Will explains where team feedback can help you in the process. 👉 Step 4: Research CRM Options Explore a variety of CRM options that meet your goals and budget. Your list may be large in the beginning, but that's where the next step comes into play. 👉 Step 5: Narrow Down Your List Consider pricing, demo experiences, customer support, and more when narrowing down your CRM options. Will explains several ways to rule out CRMs that won't work for you in the video. 👉 Step 6: Make Your Decision Make your final pick based on your thorough evaluation. You've done the research and determined what you want out of a CRM. You're ready to make a commitment. 🔗 Ready to revolutionize your CRM experience? Follow these steps and unlock the potential of a CRM that exceeds your expectations. Subscribe for more valuable insights, and don't forget to check out Nutshell for a CRM experience tailored to your business needs. Learn more about nutshell 🐿️ https://www.nutshell.com/ 🎥 Check out these videos to keep learning! What is a CRM? ▶    • What is a CRM? Learn How Customer Relation...   Benefits of a CRM ▶    • Why Use a CRM? 3 Unbelievable CRM Benefits...   📘 We also have written content on our website! 8 CRM implementation steps ▶ https://www.webfx.com/blog/marketing/... 10 CRM features you should try ▶ https://www.webfx.com/blog/marketing/... ▶ Subscribe to our YouTube channel for new videos every week! https://www.youtube.com/c/webfx?sub_c... ▶ Want digital marketing insights sent to your inbox? Sign up for Revenue Weekly! https://www.webfx.com/email-signup/ ▶ Ready to start driving results with your digital marketing? Give our experts a call at 888-601-5359 or head over to our website at https://www.webfx.com/free-quote/