Which CRM is best; the real question you should ask
Business owners often ask us which CRM system we think is the best. It’s a fair question and one our consultants hear regularly.
The truth? All of them and none of them. It’s a bit like asking; how long is a piece of string? Every CRM has its strengths and weaknesses, and the best one for you depends entirely on what you want to achieve.
The real question… which CRM can do what I need it to do?
Before you start comparing CRM platforms, ask yourself what you really need from it. Too many businesses jump straight to researching software without first defining their sales process and customer journey.
The number one mistake businesses make when choosing a CRM
The most common mistake is skipping the planning stage. Businesses often don’t take the time to map out their sales process and service blueprint.
A sales map and service blueprint help you:
- Identify every communication point with prospects and customers.
- Highlight reminders, follow-ups, and tasks that drive sales forward.
- Ensure nothing falls through the cracks in your customer journey.
- Keep customers happy by delivering consistent service at every step.
A good CRM should support these processes; not the other way around.
Don’t choose a CRM until you know what you need
Choosing a CRM without clarity is like buying a tool without knowing the job. Instead, build your sales map and service blueprint first. Once you have those, you’ll know exactly what features you need from a CRM.
If you’re not sure how to create these, our team can help. We love helping businesses design practical sales and service systems that work in the real world.
Happy selling!
Steffan
P.S. we work with many different CRMs
Our consultants have hands-on experience with platforms including Pipedrive, Salesforce, HubSpot, Cin7, Exsalerate, and more. If you’d like advice on choosing or setting up a CRM that your team will actually use contact us.