Mobile CRM Integration
Gone are the days when mobile applications associated with CRM integration and other business solutions were strictly pale, pared-down, shadows of their desktop counterparts, plagued by limited functionality or buggy interfaces. It’s become expected for employees to be able to access the software and other solutions they need on the go, not only so that they are able to fulfill work tasks in a greater variety of environments, but also to facilitate improved work/life balance, boost morale and provide employees with highly valued flexibility.
When researching a customer relationship management system software solution, investigate what mobile application options are provided, and the specific features and functionalities offered by the apps. It’s important to know whether or not the CRM integration product’s mobile offerings are in line with what your particular team needs to be able to accomplish when working remotely.
Platform and User Interface
Automation, user interface, and the way in which a product is delivered—whether it is a local install, SaaS (Software as a Service), etc.—can all play a role in determining whether or not the product is compatible with the way in which your team does business.
When possible, it’s a good idea to get a sample version of the CRM integration product so that it can be tested by multiple employees to determine whether or not its features and interface meet their needs in an operational environment.
This is also advantageous when planning for change, as it can give team leaders a better idea of the amount and types of training that will be required before the new CRM integration solution goes live.
Researching and Comparing CRM integration Tools
While a great deal can be learned by visiting the individual websites of CRM integration solution providers, it can also be extremely helpful to use unbiased, third-party resources that are geared toward comparing the characteristics and features of different products.
Before consulting with a CRM integration platform comparison, it is important to know what current weaknesses you would want to address along with what features you would want to implement in the future as well. Refer to our CRM integration buyer's guide for more information.
Choosing the best CRM integration package would allow for seamless customer relationship management system software adoption at different deployment points in your company’s CRM software implementation roadmap.
Once you have narrowed down your choices, consider the CRM integration rankings and CRM integration software reviews as well to make the best-informed decision.