How to Choose the Right CRM to Power Your Business

Estimated reading time: 5 minutes.

Customer relationship management (CRM) software is the backbone of many successful businesses. A top-notch CRM solution transforms how you manage interactions with your clients, leads, and prospects. It streamlines operations, boosting sales productivity and ultimately improving your bottom line.

But with a wealth of CRM providers out there, how do you decide which one aligns best with your specific business needs? Let’s break down the key considerations.

Steps to Choosing the Best CRM

  1. Assess Your Needs: Don’t jump straight into features and pricing. Start by understanding your pain points. What tasks take too long? Where are opportunities slipping through the cracks? What kind of reporting do you need for better decision-making? Outline your must-haves before you even look at a single CRM.
  2. Consider Your Budget: CRM systems vary in cost. Some have subscription-based pricing, while others may charge per user. Look for solutions that fit your budget without compromising essential features. Be aware of hidden costs like onboarding or advanced feature add-ons.
  3. Prioritise Ease of Use: Your CRM is only helpful if your team actually uses it! An intuitive interface ensures your reps don’t waste time fighting the software. A well-designed CRM guides your sales processes and offers a seamless user experience.
  4. Must-Have Features: Think about the functionality you require:
    • Contact Management: Robust contact organisation that avoids duplicates.
    • Sales Pipeline Management: Visual pipelines for tracking deals and easy forecasting.
    • Automation: Save time with automated emails, follow-ups, and task assignments.
    • Reporting and Analytics: Track team performance and gain key business insights.
  5. Essential Integrations: A great CRM should play nicely with the tools you already use. Ensure it easily integrates with your email, calendar, accounting software, and any other solutions critical to your workflow.

  6. Scalability: As your business grows, so will your CRM needs. Look for a solution that allows for more users, added features, and a larger database as your operations expand.

  7. Trial and Test: Reputable vendors allow you to test-drive their software. Take advantage of free trials to get a true feel for the CRM – can your team navigate it easily? Does it streamline your current workflow?

Enter Pipedrive. Our pick for the best CRM.

Pipedrive is a powerful CRM solution that excels in ease of use, sales-focused features, and excellent value. Here’s why we recommend it for businesses of all sizes:

Intuitive Visual Interface

Pipedrive’s pipeline-based design mirrors a traditional sales process, making it incredibly user-friendly for sales teams. Easy drag-and-drop deal management keeps everything organised.

  • Mirrors Real-World Sales Thinking: Pipedrive’s core is a visual pipeline, divided into clear stages like “Lead In”, “Proposal Made,” and “Deal Won.” This layout instantly makes sense to sales teams because it reflects how they already think about their work.
  • No More Messy Spreadsheets: Instead of updating confusing spreadsheets, reps simply drag a deal card from one stage to the next. The visual format provides an immediate snapshot of where each deal stands.
  • Focus on Action: Pipedrive makes it easy to see which deals need attention This promotes organized action and minimizes the risk of prospects getting lost in the shuffle.

Powerful Automation

Pipedrive lets you automate repetitive manual tasks, freeing up your team’s time for what matters most – closing deals.

  • Goodbye Tedious Admin: Create automated workflows that send follow-up emails after meetings, schedule tasks based on deal stage changes, or update contact details based on email interactions.
  • More Time for Selling: The time your sales team saves on administrative tasks can now be spent actively engaging potential customers, nurturing relationships, and securing more sales.
  • Never Miss a Beat: Automation can prevent deals from stalling due to missed follow-ups or forgotten tasks.

Insightful Reporting

Gain valuable insights into your sales performance, team progress, and pipeline health. Pipedrive helps you make data-driven decisions to improve your results.

  • Visibility for Data-Driven Decisions: Pipedrive’s customisable dashboards visualise key sales metrics, like conversion rates at each stage, win/loss ratios, or individual rep performance.
  • Spot Bottlenecks Early: Identify areas where deals get stuck, allowing you to refine processes and provide targeted training to your team.
  • Intelligent Forecasting: Pipedrive’s reporting tools help predict revenue, making it easier to plan business strategies and resource allocation effectively.

Seamless Integrations

Connect Pipedrive with hundreds of popular business tools to streamline your operations.

  • Pipedrive: the Hub of Your Workflow: Link Pipedrive to your email provider, accounting software, lead generation tools, and more. This creates a centralised hub of customer data and operations.
  • Eliminate Data Silos: Information flows freely between the connected tools, breaking down barriers between departments and reducing errors caused by manual data entry.
  • Tailored Tech Stack: Choose the specific integrations that support your unique business processes.

Scalable and Affordable

Pipedrive’s pricing plans cater to different business sizes and needs, making it a solution that easily grows with you.

  • Flexible for Growing Teams: Pipedrive offers multiple tiers tailored to the size of your sales team and the set of features you need.
  • Start Small, Scale Up: Begin with a basic plan and upgrade as your salesforce expands or your needs become more complex.
  • Value for Money: Pipedrive’s pricing is competitive, giving you a powerful sales-focused CRM without breaking the bank.

We use Pipedrive at JD Stirde. We settled on it following extensive tests and use of almost all of the major CRMs on the market. We soon fell in love with it and knew we needed to bring it to the attention of our clients.

Fast forward 7 years, our team have completed many Pipedrive implementations and have achieved Pipedrive Premier Partner status.

We recommend considering Pipedrive for your business. To arrange a non-obligation demonstration, simply contact us via the form below.

Pipedrive Premier Partner - JD Stride

Supercharge your sales growth with Pipedrive + JD Stride