CRM

darshanhira
Member

How do I choose the right CRM system for my company's needs?

SOLVE

I'm in the process of selecting a CRM system for my company, but I'm feeling a bit overwhelmed by the options out there. How do I choose the right CRM system that fits our specific needs? Any advice or suggestions from your experiences would be incredibly helpful!

2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How do I choose the right CRM system for my company's needs?

SOLVE

Hi @darshanhira,

 

You've come to the HubSpot Community and HubSpot has prepared some great resources:

https://www.hubspot.com/products/crm/small-business

https://blog.hubspot.com/sales/crm-software-evaluation-guide

https://www.hubspot.com/comparisons/best-crm

 

For an independent comparison, I'd recommend using G2 and filtering down to your specifications: https://www.g2.com/categories/crm

 

You'll end up with a shortlist for which you can request trials and demos to get a better understanding of whether the features match your requirements.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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Lucila-Andimol
Solution
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

How do I choose the right CRM system for my company's needs?

SOLVE

Hey @darshanhira 

it depends on your challegens and needs.

what are you looking to solve by using a CRM?

What are your business challenges and goals?

Do you have a Sales team? A Marketing team? A customer success team?

Tell us a bit more about your business.

In the end a CRM is just a tool...what matter is what thing are you solving for your business to thrive.

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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4 Replies 4
AAli51
Member

How do I choose the right CRM system for my company's needs?

SOLVE

Hi @darshanhira , choosing the right CRM can be overwhelming, but it’s all about understanding your business needs. Key factors like team size, budget, and desired features will help narrow down your options.

To make the process easier, check out this article from Mountainise: Which CRM is Right for My Business?. It covers everything you need to consider to find the CRM that fits your company’s goals.

Hope this helps!

0 Upvotes
PJain16
Member

How do I choose the right CRM system for my company's needs?

SOLVE

Hey Darshan, If you are looking for a sales engagement platform, I would suggest you to take a look at outplayhq.com. 

0 Upvotes
Lucila-Andimol
Solution
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

How do I choose the right CRM system for my company's needs?

SOLVE

Hey @darshanhira 

it depends on your challegens and needs.

what are you looking to solve by using a CRM?

What are your business challenges and goals?

Do you have a Sales team? A Marketing team? A customer success team?

Tell us a bit more about your business.

In the end a CRM is just a tool...what matter is what thing are you solving for your business to thrive.

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How do I choose the right CRM system for my company's needs?

SOLVE

Hi @darshanhira,

 

You've come to the HubSpot Community and HubSpot has prepared some great resources:

https://www.hubspot.com/products/crm/small-business

https://blog.hubspot.com/sales/crm-software-evaluation-guide

https://www.hubspot.com/comparisons/best-crm

 

For an independent comparison, I'd recommend using G2 and filtering down to your specifications: https://www.g2.com/categories/crm

 

You'll end up with a shortlist for which you can request trials and demos to get a better understanding of whether the features match your requirements.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes