How to Choose the Best Sales CRM

Key Considerations to Choose the Best Sales CRM

Sales CRM software is a great tool for sales teams. It can help salespeople track their pipeline and keep track of leads, appointments and more. 

But which CRM software is good for sales? There are plenty of options out there; it can be hard to know where to start when looking for the best CRM for sales. 

So we’ve put together this list of tips on how to choose the best sales CRM.

1. Understand Your Sales Process

Understanding the sales process is key to choosing the best CRM for your business.

  • Know where the pain points are: If you’re not sure what your sales team needs, ask them! It may be nothing more than a simple question like “How do I get quick access to quotes?” But this information can help guide you in choosing the best solution for your company.
  • Define the sales process: The best way for companies like yours to understand their own processes is by creating an easy-to-follow diagram of each step of their workflow and then breaking down these steps further into smaller subsections (e.g., email follow-up). This will allow them to see where they have gaps or opportunities as well as how much time each phase takes up on average. Whether this is sufficient or too long at times when others are waiting on them (or vice versa).

2. Weigh Cost Vs. Value

It’s important to understand the cost of a CRM solution. A lot of companies will try to sell you on their product without actually telling you how much it costs. This can lead to sticker shock, and may make you think twice about buying something that doesn’t meet your needs.

To avoid this situation, ask yourself these questions:

  • What’s my budget? (This is an important question because if it’s too high or low then there’s no way for me as a buyer in my mind)
  • How am I going to use this service? (If I’m going to be using this platform just as an email inbox then maybe we should look at something else?)
  • Is there any free trial available? It may not seem like much but when compared with other options out there having some kind of free trial is definitely worth looking into especially when planning for future growth purposes later on down the road.”

3. Ensure Integration With Other Software

It’s important that your sales CRM can be integrated with other tools, as this will allow you to share data and run reports. For example, if you have a sales process using HubSpot Sales Hub and an online store with Magento. 

It would be ideal for the two platforms to communicate directly. This way, when someone completes a lead or opens an order on your website (using either platform), all relevant information about that lead/order is automatically sent straight into your CRM database. 

So that it can be used for tracking purposes from thereon out.

Another way in which data sharing between different software platforms could benefit businesses is through the use of APIs (Application Programming Interfaces). 

An API allows developers access to certain functionality within another system without having any knowledge of its inner workings; instead they simply write code which interacts directly with these systems’ APIs over HTTPs protocol

4. Consider Ease of Use

Ease of use is one of the most important aspects to consider when selecting a sales CRM. The more difficult it is for you and your team to use, the less likely they will be to do so.

  • Make sure that each feature is easy enough for someone without any knowledge of your business or industry to figure out how it works. If there are too many steps involved in using something, chances are that no one will use it at all!
  • Choose a CRM that uses clear instructions or guidelines on how best to use its different functionalities (email templates, reports etc.). If there isn’t any information available about how things work then there’s nothing preventing people from trying something out – which could lead them down a path towards frustration or even anger. If they’re not told what they need before attempting anything important like sending an email or scheduling an appointment with someone who doesn’t know anything about their company yet. Or nobody told them beforehand or because no one ever bothered telling them later after trying unsuccessfully several times. 

5. Choose a Cloud-based Platform

Cloud-based CRM is easier to use. With cloud-based CRM, you can access your data from anywhere and any device. This means that you don’t have to worry about storing or updating software on every device in your company, as well as having access via the web or mobile apps for those who prefer them.

Cloud-based CRM is more cost effective than traditional software solutions because it typically comes with unlimited storage space and other benefits like better file sharing capabilities through e-discovery tools. 

It helps streamline investigations into fraud cases (if applicable). Additionally, some services charge by volume rather than time so there’s no need for additional staff members or consultants just to access existing databases – making costs even lower!

Cloud based systems also offer greater security features such as encryption of data stored within their servers; they’re designed around compliance standards like ISO 20000 which ensures security standards align with international regulations set forth by many different countries around world including Australia US Canada Japan etc.

6. Think Mobile First

Mobile CRM software is the future. It’s not just a fad, it’s the wave of the future. Your customers will want to access your product on their mobile devices, so you need to be able to give them that experience at all times.

Mobile CRM software allows users to manage their data and schedule calls right from their phone or tablet. This makes it easier for them when they are out in public and have no access to a computer or laptop (for example).

7. Look for Productivity Features Like Mass Email and Document Sharing

  • Share files, images and documents with your team. Sales CRM offers a suite of tools that help you share information in real time—and it’s easy to use. Just set up one of its templates for emailing customers and prospects, then customize the message by adding attachments or using pre-populated fields like name and email address. You can also add some basic content such as company information or an offer before sending it out so that recipients feel like they know more about what they’re signing up for before agreeing to buy from you!
  • If someone reaches out through HubSpot but doesn’t want their contact information shared at this point (or ever), there’s no need for him/her to fill out any additional forms on his/her own; simply click “Send Email” within HubSpot CRM itself—and voila! A personalized message will be sent back out over Gmail through Mailchimp integration whenever someone clicks on one of those links.

8. Understand Your Needs

Before you begin shopping, it’s important that you understand your business needs. You need to ask yourself questions like:

  • What do I want this software to do?
  • How are my salespeople using the tools that they already have at their disposal? 
  • What can we improve or change as a result of this evaluation?

Next, it’s important to consider how each CRM will fit into your overall sales process. Do you have any specific processes in mind that aren’t being met right now or aren’t efficient enough for today’s market demands? What kind of improvements could be made with regards to accuracy and efficiency based on those processes?

9. Think About Compatibility With Other Tools

Consider how your sales CRM will be compatible with other tools you use, such as email and calendar. For example, if you’re using HubSpot for marketing automation and Salesforce for lead management, the two systems are not going to play well together. You have no choice but to pick a different tool that works with both systems.

Other examples of compatible tools include:

  • Salesforce: With an integration between these two companies’ products, users can automate much of their marketing process through emails sent from Salesforce; they can also view all of their leads in one place within HubSpot or another CRM system (like Marketo).
  • Oracle Fusion Applications: This suite allows users who want more control over their data than what’s provided by Google Apps might want.* Zendesk: This service integrates seamlessly with various other services such as Gmail accounts. So customers can be notified when there’s an issue with product delivery.

10. Know What You Can Afford

If you’re looking to purchase a CRM, it’s important that you know what kind of price tag you can afford. While many companies offer their software as a one-time fee and then charge monthly or annual fees after that, there are other options for managing your sales data that don’t require any ongoing costs beyond the initial purchase price. 

If money isn’t an issue for you and all else fails, then by all means go ahead! But if getting the best deal on CRM software is important to you (and it should be), then learn how much these products cost beforehand. 

So that when negotiations begin between buyer and seller—or even just between sellers themselves—you’ll know exactly what kind of value proposition each party will bring forth at any given time during negotiations over price/package selection.”

11. Learn About the Support Options

The support options are just as important as the CRM itself. You want to make sure that you have someone on your side who can help you when things don’t go according to plan, and that they’re available 24/7. So that you don’t have to wait for hours or even days before getting in touch with them.

Look for a company that offers 24/7 customer support (or at least an option). If there’s no guarantee of getting an answer from a human being within an hour or two of sending an email, then we’d suggest looking elsewhere. Especially, if this is something that could affect how much money and time our business makes during its first few months of operation!

You should also look at what kind of free trial period they offer: Some companies offer one month while others will let their customers test out their software before buying it outright; some even give away free trials with no strings attached! 

Is CRM Software Really Increasing Sales?

When it comes to CRM software, you might think that it’s just for salespeople. But the truth is that every single person in your organization needs a CRM system in order to be more productive and efficient. 

Here are some reasons why:

  • It helps you be more organized. If you’re using a traditional system like Excel or Word, then all of your data lives in a single folder on your computer—but if you use an automated CRM tool, then all of those files will be stored within its own database instead of being scattered across different folders on different drives (and possibly even in different computers). This means that there’s less chance for confusion around where things should go when someone needs access to them later down the line!
  • It helps increase efficiency by making sure everything gets done right away rather than waiting until after lunchtime when everyone gets back from lunch break before starting work again which makes sense since everything else happens during working hours too!

Why is HubSpot a Good CRM for Sales?

HubSpot is a great CRM for sales because it has a lot of features that make it easy to manage leads and sales.

For starters, HubSpot Sales Hub has integrations with many other software. So you can view all your contacts in one place. It’s also cloud-based so there aren’t any limits on how many users can use the software or where they’re located (which makes sense considering HubSpot’s focus on SMBs). 

And last but not least, they offer free plans—which means you won’t have to pay anything up front! Get started with HubSpot Sales CRM to take your business to the new height. 


There are a lot of CRM tools out there, but it’s important to make sure you choose the right one for your business. 

HubSpot offers a number of features that can help make sales more efficient and successful, including: social selling capabilities (which allow you to connect with customers on social media platforms like Facebook), real-time analytics that give you insight into customer behavior across channels (and beyond), and more. 

With HubSpot’s integration with other software systems like Skype or Gmail, as well as its mobile apps which let users access their data from anywhere in the world — it’s easy to see why HubSpot is becoming an increasingly popular choice among businesses today!

Sign Up HubSpot Sales Hub to generate massive revenue. We hope now you know how to choose the best sales CRM.

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