Decision Metrics for Choosing a CRM system | Choosing the Perfect CRM for your Business Part 2

Decision Metrics for Choosing a CRM system | Choosing the Perfect CRM for your Business Part 2

00:00 Introduction to: The Key Decision Metrics for Choosing CRM Software
00:13 Metric 1: The Integrations
00:48 Metric 2: Price and Value
01:25 Metric 3: Expandability
02:37 Metric 4: Access and Usability
03:18 Metric 5: Implementation and Maintenance
03:42 The Three Tiers of CRM Software
04:07 Tier 1: Basic
04:40 Tier 2: Intermediate
06:12 Tier 3: Enterprise
07:10 How to Write in Ontraport?
07:45 What Can You Say About Freshworks CRM?
09:05 What is Copper CRM?
10:18 What to Love About Copper?
10:49 Copper Inclusions
12:39 Transfer In Offer

Customer relationship is crucial to business success. If you make a consistent effort to foster a positive relationship with your customers, they are not only more likely to buy more products from you, but also recommend to others the quality of service you provided.

Technology has made building relationships with customers easier. By using tools like a customer relationship management (CRM) system, you don't need to spend more time recording contact information, tracking interactions, and planning follow-up tasks with clients. With so many CRM systems available today, how do you choose the right one for your business?

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We work with ambitious entrepreneurs and business leaders to ensure effective technology strategy is a central driver of their success and a key enabler of business growth. With our help, our customers use innovative technology as an unfair strategic advantage to outsmart their competition and lead their industries.

itGenius is the #1 Small Business Google Cloud partner in Australia and services 1000’s of businesses worldwide. While we retain many significant clientele including Canva, Hubspot, Fairfax and Anytime Fitness as well as multiple Australian Government departments, we specialise in and most enjoy servicing our primarily micro and SME customer base of enterprising and enthusiastic entrepreneur-led companies, who typically employ teams of less than 50 but have big goals for growth and impact.

We specialise in helping businesses un-chain the shackles of overcomplicated or outdated technology strategy and deliver results that simplify & reduce complexity, dramatically minimise spend, create operational flow and sometimes... even spark joy! We are leaders in implementation and support of G Suite, Dialpad, Asana and many other leading cloud-based business tools, having successfully completed 1000+ implementation projects and have proudly received 100's of 5-star reviews from happy customers (Google us!).

We can help you:
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[vladad]

Thanks a lot for the video! It was really interesting to hear about your experience! This is an excellent piece of content! I faced lots of problems when I just started to look for a good CRM when I was a startup. And I agree that finding an affordable, user-friendly, yet functional tool is difficult. Most popular CRM systems are too cumbersome and expensive, so they're not a good choice for small businesses. I decided to stop at all-in-on software with a CRM module. As for me, it's the best choice when it comes to an affordable yet functional solution. For me it was also important for my software to be integratable, so I feel lucky that I found Flowlu.

[gks]

Hello,
Thanks for your good work helping people like me.
I need your help choosing the right crm for one man salesperson.

[sunnymanchanda]

Thanks for your videos, great content. Two questions: 

1. Any recommendations for a Product Information Management tool that works well with Google Workspace? 
2. Does Copper offer a CPQ capability? Or are there any other UX friendly cpq tools you'd recommend for Google Workspace?

[juanfernandocastellanos]

What CRM would you recommend for a VC startup fund?

[andreicalizo]

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