CRM recommendation
October 22, 2019
by a searcher from London School of Economics and Political Science, University of London in Paris, France
Hi everyone,
We’re hesitating between Pipedrive and Hubspot. In your experience, which one is best, and is there another one you would recommend?
Thank you.
from Indiana University, Bloomington/Indianapolis in Chicago, IL, USA
1st I would consider the number of customers you would be putting into this and their sales cycle..
2nd I would consider if you want the CRM as a tool to focus on your own salesforce or as a tool to engage customers. In short - are you using the CRM to "work on the business" or "work in the business."
Last - think about the scale you have as an organization, some CRMs (SFDC as an example) can be virtually anything you want but to some degree require an in-house manager of sorts (not necessarily a great choice for a 50 person company).
Consider your CRM workflow that you would typically have in your company, sales cycle, and reach out to a few CRMs to have them demonstrate to you how their platform would work with your needs. This last bit is important to me because you should ultimately be finding the CRM for your situation, not the other way around.
hope that helps - just my two cents
from California State University, Los Angeles in Sacramento, CA, USA
CRM is topic I find interesting. My business is built on a particular CRM so I have a bias, but will keep this general.
The business known objectives should be laid out...i.e. how do we want to get leads? Simple enough right? In person, inside sales team, pay for ads, affiliate relationships, etc.
The business should then see what is possible that they do not know about...i.e. how a scanned business card can turn into 4-9 automated email campaign with videos and white papers and further opts in or how the European laws on email rules apply to people living in US who are from Europe...so spam is a real deal issue.
The CRM must be suitable for the business operations and lead gen activities. The CRM should fit the business not the Business fit the CRM.
Size of operations of people and eCommerce and text capacity are things to consider. If you now know you need to talk to someone further...I'm happy to talk if you wish. if this helped you decide...then that's great too.
Dan