CRM Selection Guide

Video (7m)

For clients who say…

1. I’m outgrowing my spreadsheet
2. I can’t keep leads in my head anymore
3. I’m looking for a better way to track incoming leads

Selection Criteria

What is a CRM?

1. A place to track contacts, leads, deals
2. A place to centralize communication with others
3. A place to collaborate and track sales progress

When Used Poorly…

1. A random lead dump with no actionable data
2. A black-hole where days are wasted not selling
3. A place that enables micro-management

How to choose…

1. Does it track contacts, leads and deals for your industry/sales process?
2. Does it centralize the RIGHT comms channels for the ways you talk to prospects/clients?
3. Are you able to set goals and track progress to stay on course and improve?
4. Does it get out of your way so that you can focus on selling?

Top Picks For Clients

Pricing Guide

A CRM helps save time and manage deals more effectively, potentially leading to a higher number of closed deals. When selecting a CRM, consider the value of your time and your ability to close deals.

As a solo operator, I opted for Close CRM because I place a high value on my time. However, Breakcold and Pipedrive offer more affordable plans that might be more suitable for your needs.

Shared with ClarityAdvisory clients.