Selecting the Right CRM

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Factors to consider when selecting a CRM
Price: It is important to choose a CRM that fits the company's budget. Consider both initial costs, recurring costs, and implementation costs.
Minimum initial price: Compare initial costs to ensure the CRM is affordable from the start.
Implementation: The price of implementing a CRM through an associated partner varies significantly depending on the CRM you choose. However, some CRMs such as Pipedrive and Monday CRM offer free implementation depending on the plan you contract and the number of users in your CRM account.
Features: Make sure the CRM offers the necessary features to meet the needs of the sales team.
Scalability: The CRM must be able to grow with the company, supporting an increase in the number of users and data.
Integration: Verify that the CRM can integrate with other tools and systems that the company already uses.
CRM Comparison Table: Pipedrive, Salesforce Sales Cloud, Hubspot, Monday CRM and Zoho CRM
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Evaluation of demos and free trials
​Before making a final decision, take advantage of the free demos and trials that many CRM uk phone number list providers offer. This will allow you to evaluate the interface, functionalities and ease of use of each option.
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Webinar: Demonstration of CRM Pipedrive functionalities.
Step 3: Implementation Planning
Definition of roles and responsibilities
​Assigning clear roles and responsibilities is essential for successful implementation. Appoint a project leader to oversee the process and make sure each team member understands their role.

​Creating a deployment schedule
Develop a detailed schedule that includes all phases of the implementation, from data preparation to launch and post-implementation monitoring. This will help keep the project on track and on schedule.
​Preparing data for migration
Before migrating any data to your new CRM, it is crucial to ensure that all information is clean and organized. Data quality has a direct impact on CRM effectiveness, as disorganized or inaccurate data can lead to errors, duplicates, and customer management issues.
​Perform extensive data cleansing to remove duplicate entries, correct errors, and ensure all information is up to date.