How to Choose a CRM in 6 Steps

Deciding on the right Customer Relationship Management (CRM) tool can be challenging. For this video, we've partnered with our friends at Nutshell to guide you through 6 essential steps that make the CRM selection process a breeze, featuring insights and tips from our WebFX and  @nutshellcrm  industry experts.

Video Chapters
00:00 Introduction
00:44 1 - Decide what you want from your CRM
03:29 2 - Plan your budget
05:14 3 - Get feedback from your tea
05:59 4 - Research CRM options
06:38 5 - Narrow down your list
08:32 6 - Make your decision

👉 Step 1: Define Your CRM Goals
Before diving into CRM options, set clear goals. Are you transitioning from spreadsheets or seeking a fully customizable solution? Will outlines more questions to ask when setting your goals in this video.

👉 Step 2: Plan Your Budget
Investing in a CRM is like budgeting for a family vacation – it's crucial not to spend too much of your resources on unnecessary features. Instead, look for a more flexible solution that can grow with you. A CRM like Nutshell offers flexible plans, allowing you to add features to your plan as you need them.

👉 Step 3: Gather Team Feedback
The people who use your CRM every day should have a say in the decision-making process. Ensure your chosen CRM aligns with what your team needs. Will explains where team feedback can help you in the process.

👉 Step 4: Research CRM Options
Explore a variety of CRM options that meet your goals and budget. Your list may be large in the beginning, but that's where the next step comes into play.

👉 Step 5: Narrow Down Your List
Consider pricing, demo experiences, customer support, and more when narrowing down your CRM options. Will explains several ways to rule out CRMs that won't work for you in the video.

👉 Step 6: Make Your Decision
Make your final pick based on your thorough evaluation. You've done the research and determined what you want out of a CRM. You're ready to make a commitment.

🔗 Ready to revolutionize your CRM experience? Follow these steps and unlock the potential of a CRM that exceeds your expectations. Subscribe for more valuable insights, and don't forget to check out Nutshell for a CRM experience tailored to your business needs.

Learn more about nutshell 🐿️ https://www.nutshell.com/

🎥 Check out these videos to keep learning!

What is a CRM? ▶    • What is a CRM? Learn How Customer Relation...  
Benefits of a CRM ▶    • Why Use a CRM? 3 Unbelievable CRM Benefits...  

📘 We also have written content on our website!

8 CRM implementation steps ▶ https://www.webfx.com/blog/marketing/...
10 CRM features you should try ▶ https://www.webfx.com/blog/marketing/...

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