We did our best to make good use of Hubspot CRM. ![]() When we first hired our two-person sales team in 2016 to handle demos and lead qualification for larger tier customers, a CRM became much more important. At the same time, we knew we needed a CRM for some sales tasks, primarily a way for my co-founder, Kevin and I to share contacts with each other. We originally chose Hubspot because we aren’t a sales-heavy startup, meaning our product is fairly self-service and doesn’t require a human touch-point from lead to close. If you’re going through this now, hopefully this post will offer some guidelines on how to choose a CRM.Īt Proposify, the CRM we’ve been using isn’t meeting our needs. ![]() It’s no surprise then that hundreds of products have emerged over the years, all with their own pros and cons, making it tricky to choose the CRM that’s best for your business. CRM (Customer Relationship Management) software is big business - As of 2016, it was a $26.5 billion-dollar industry.
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