Even Google doesn’t know how many CRM systems there are available for you to buy.
So how are you supposed to choose? There’s a process that I use when figuring out if Capsule is the right CRM for my clients, and I’m going to walk you through it right now.
First step is to figure out what you want your CRM to do. It could be as simple as store information about prospects, through to tracking your sales pipeline or even making calls from it. What I do here is get a flipchart out and write everything down.
Non-negotiables
Here’s some things that were on a recent discovery call I did:
– Contact information– unique fields
– Customisable Sales pipeline including quick reporting
– Send Emails (need to automatically be stored against contact record)
– Custom reporting
These were the 4 non-negotiables.
Nice to have
Then we moved on to the nice to haves:
– Calls
– Integrations with other software
– Sales Automation
– Task management
The question for me then is can Capsule do all of this? In this example, the answer was yes. It’s not always though.
I’ve had it a few times that people think because I only work with Capsule that I say it’s a perfect fit to everyone. I don’t at all.
For me, a CRM is something that should support and facilitate how you want to run your business. It’s not a system that should make you change how your fundamentally work. If you want to improve your processes, great- the nice to haves and a bunch of other features will help you do that. But you’ve likely got a process that works for you, and it’s one that you should continue doing.
So why on earth would you change your process to fit a CRM? Especially when there are so many options out there.
I chose Capsule because of it’s flexibility and ability to do everything mentioned above (and more) but it doesn’t mean it’s the right one for everyone.