![]() ![]() Team Structure – Sales CRM: determining if a platform makes it easier to manage large sales teams, including team dashboards, team hierarchies, and team inboxes. It includes factors such as licensing fees, subscription plans, and additional charges for add-on modules or features. Price: the cost associated with using the CRM software. Scalability: the ability of the CRM software to accommodate the growth and changing needs of the organization, such as the capacity to handle a growing customer database. customizing fields, layouts, and workflows. Help and Support: the resources and assistance available to users when they encounter issues or require guidance while using the CRM software.Ĭustomisation: the ability to tailor the CRM software to suit the specific needs and processes of the organization, e.g. Our main testing categories for CRM systems are:įeatures: the functionalities and capabilities provided by the CRM software, such as contact management, lead and opportunity tracking, and task and activity management. ![]() In this case, we put 13 CRM systems to the test across 84 areas of investigation.īased on years of market and user needs research, we've established a CRM testing methodology that scores each product in six main categories of investigation and 13 subcategories this covers everything from the available features and scalability capacity to the product's value for money, and much more. We take our impartial research and analysis seriously, so you can have complete confidence that we're giving you the clearest, most useful recommendations.Īfter conducting an initial exploration to identify the most relevant, popular, and established tools in the market, we put them through their paces with hands-on testing to see their real strengths and weaknesses. ![]()
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