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Test Drive CRMs
Use a sample set of your own data to take potential CRM candidates for a test drive. This way, you can find out if a particular CRM actually works with your business plans, processes, teams, and goals.
“We see a conversion from MQL to SQL at an impressive rate of over 45%”
“One of the most significant indicators of their efficacy is the conversion rate from MQLs sourced through FindmyCRM. We have observed a conversion to SQL at an impressive rate of over 45%. When benchmarked against other platforms, this rate stands out as both high and commendable. It's clear that FindmyCRM doesn’t just deliver quality leads; they also ensure a seamless and tailored partnership experience. We are pleased with our ongoing association and anticipate many more fruitful years ahead. “
Olga Yashchenko
- Listing and Online Media Manager, Creatio
“We look forward to increased visibility and sales growth in the months ahead!”
“As Marketing Director for Flowbird, I was looking to increase our visibility and generate more leads. The user-friendly website makes it simple for visitors to search for CRM systems by industry, features, and other keywords relevant to their business. Our listing allowed us to get in front of motivated buyers actively evaluating their CRM options.“
Tony Udomiaye
- Marketing Director at Flowbird
“We get excellent conversion rates from the leads that we receive”
“As one of the leading CRMs on the market, we're really enjoying working with FindMyCRM. We get excellent conversion rates from the leads that we receive, and the team has been excellent and responsive with any requests we have.“
Daniel Duran
- Head of Marketing at Capsule
We all know CRMs have automation, contact management, workflows, custom fields, and communication tracking.
Focus on CRMs relevant to your business and take them for a test drive
Does a CRM have the specific features that you need in your process? If you need to build your very own object (Partners, Event Registrations, Applications, etc.) specific to your business, can the CRM you’re looking at do that? Can it accommodate multiple currencies, subscriptions, and recurring revenues? Do you even need those features? Are you looking to scale up or down in the next year or so?
These are the questions that need answering, and that's why we're here to help. Let us guide you to find the right CRM so that you don't find yourself locked into a year-long contract with a CRM that can't deliver.
Overview
This is what FindMyCRM is all about
Look at the features and costs. Once you’ve narrowed in on a couple that seem like good candidates, contact us to take them for a test drive with a sample set of your own data.
Then, you'll want a partner within the ecosystem of CRM vendors to assist you in implementing your system. You DO NOT want to fall victim to the “discounted” services offered by CRM vendors, as they're incredibly limited (30-minute phone calls once a week, checklists for how to do actions in the system yourself, or being sent to a general knowledge base).
You'll want a partner to help strategically configure the system to work for your specific business needs.
Review Our Partner Ecosystem
Partners can execute this for you on both small and large scales, so please review our Partner Ecosystem. We've vetted them and are always happy to make recommendations.
Also, they can assist with your test drive and configure parts of the demo to show you the functionality you're looking for.
How to Choose the Right CRM Software for Your Business
Top 6 things to review before making your decision
CRM Ease of Use
The CRM industry has produced some impressive systems, with dazzling functionality and features. But the best CRM software is the one people use. And sometimes that’s the simplest option.
Ability to Scale
Don’t choose the CRM that’s right for you right now — choose one that can grow with you. Review every CRM subscription tier to ensure the system will continue to provide great functionality at a good price.
Involve Key Stakeholders
Before purchase, you need a clear understanding of the problem you’re trying to solve. Gather your key stakeholders — executives, staff, and customers — to do an internal review and evaluate CRM software.
Integrations
Many CRMs integrate with hundreds of other tech solutions from email to accounting software. Be mindful of providers who want you to purchase all your CRM applications through them, making integration difficult.
CRM Customization
A CRM can improve efficiency, performance, and customer relationships right off the bat. But, it's unlikely to match your business requirements exactly.
Data Safety
It’s important to do your due diligence on CRM software vendors. Housing data in one place incurs many benefits, but also creates risks as well.
Good to Know
Benefits of Having the Right CRM Software
Every business wants to stand out among its competitors and offer the best customer relationship management. CRMs are built for just that: relationships.
Within the CRM, you’ll find many more benefits, such as greater efficiency, improved revenue, and a better customer experience.
Improve Revenue
A CRM is rich with features that speed up your sales cycle and help you define your sales process. When everyone follows a prescribed series of steps, no task or prospect falls through the cracks.
Build Better Relationships
We used to know our customers personally. But for most businesses, that's a bygone era. Many customer interactions take place behind a screen, with people we never meet.
Automate Routine Tasks
Eighty percent of small businesses still rely on manual tools (email, spreadsheets, data entry) to complete routine tasks. These outdated methods slow down and damage your business.
Improve Customer Experience
It’s not enough to offer a great product or service. You need to create a great customer experience (CX) and that requires a CRM tool.
Happy Thanksgiving 2024
Thanksgiving is more than just a day marked on the calendar. Happy Thanksgiving from the FindMyCRM team!
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