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 I'm Ashleigh, a workflow savvy, automation enthusiast, project management junkie helping women regain control of their time and increase their revenue!  Check back here often for tips and tricks from strategic planning, to automation, and even a sprinkle here and there about life and mindset! 

Hello!

Which CRM is Right For You?

Business

July 30, 2020

Which CRM is right for you?

Before we dive into what features you should look for when selecting your Customer Relationship Management system, I want you to know that there is not a one size fits all option. Every system out there will have the features that you need it is about finding which one is going to make your life easier and that isn’t the same for everyone.

Know What You Need

Before you look at any features I highly recommend sitting down and making a list of your priorities. What is it that you need most in your Customer Relationship Management system. For example, if you are constantly on the go and run your business from your phone you are going to want to make sure that your CRM has an amazing app!

These are the top three things that I look for in a CRM.

  • Ability to Sign Contracts and Make Payments
  • Workflow Automation
  • Scheduling Capabilities

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See first hand what it would be like to use the CRM before you make a purchase. This is a critical step. Every CRM will have the main features that you are looking for but it is how the developer implemented the features that will help you to know if it the right fit for you.

There is also two categories that I seeing most systems across all levels fall into. There are out of the box systems and then more sophiticated systems.

Still Needing For More?

Looking for a CRM can be so stressful and the fear of selecting the wrong one is validated. You are spending a lot of money and you want to make sure that you spend it in the right place. You are also looking into a CRM to help save you time in your day so the last thing you can afford is to waste time developing a system that won’t work for you.

I am happy to chat with you and help you figure out which system is right for you! Here is a link to my calendar grab a time that works best for you and let’s chat, this one’s on me!

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tell me more!

 I'm Ashleigh, a workflow savvy, automation enthusiast, project management junkie helping women regain control of their time and increase their revenue!  Check back here often for tips and tricks from strategic planning, to automation, and even a sprinkle here and there about life and mindset! 

Hello!