June 29, 2021

ProTips: How to Compare CRM Software Like an Expert

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Tags: CRM

This content has been updated for 2021.

Customer relationship management (CRM) software is one of the most widely-adopted solutions in business technology. That’s because every company, at some stage, is supported by customers, and smart businesses need efficient, innovative ways to get the most out of relationships with those customers. According to recent estimates, over 90 percent of companies with more than 11 employees use a CRM system.

Although your need for a CRM system may be perfectly clear, the buying decision itself is far from straightforward. There are hundreds of different products on the market that vary by scale, pricing, features, and industry use.

You probably have a few ideas about what tools your business needs and how much you want to pay. You may even have some specific vendors in mind. That’s a great start, but when the time comes to make a decision, you’ll need to be able to justify your investment with cold, hard facts.

Compare CRM like a tech expert

We specialize in recommending IT solutions to businesses. But we also understand the importance of discovery. Why just tell you which CRM to buy when we could teach you how to compare CRM software like a pro? In this article, we’re giving you an inside look at how a TechnologyAdvice analyst thinks. (For a concrete example, check out this comparison of Salesforce and Microsoft Dynamics CRM we did in-house.)

Here are five key areas we examine when evaluating CRM solutions. They’re the same ones you should also evaluate.

1. Features

Features don’t necessarily make or break a CRM, but they do bear heavily on how useful it will be. The tricky part of comparing CRM features is finding out what the features actually are and what they do. Unfortunately, not all CRM vendors are forthright about their products. For any given industry-standard feature (e.g. reporting and analytics), there can be dozens of different names and descriptions (e.g., FancyCRM custom reports give you a real-time, centralized view of the entire universe.) In order to get past this:

  • Dig deeper than the marketing promises: try to find a downloadable data sheet or a features checklist that corresponds with pricing.
  • Read descriptions of each feature to make sure they aren’t being mislabeled or falsely diversified.
  • Pay careful attention to which features are included in the base price (“out-of-the-box”), and which require add-ons or extra subscriptions.
  • Find out what native integrations the system has. “Native” means the CRM is prebuilt to sync with a given third-party add-on without manual API configuration. If there are productivity tools or programs your business relies on for core operations, this is an important step. You don’t want a CRM that doesn’t play nice with your existing workflows.
  • Does the system have any unique capabilities that set it apart from other products, like an integrated project management module, for example?

Best feature-loaded CRM

If your company is looking for all the bells and whistles, consider choosing Zoho CRM. It has robust features for sales force automation, process management, sales enablement, omnichannel, customization, and security. On top of that, Zoho offers special features for customer journey orchestration, predictive sales and intelligence, business intelligence, and remote collaborative work. If you get overwhelmed by complex features within a software system, Zoho may not be the choice for you. But if you’re looking for advanced capabilities and don’t mind the extra learning curve, it’s a great option.

2. Market presence

Popularity doesn’t constitute value; there are plenty of lesser-known CRMs that offer reliable functionality and a solid user experience. But you should be cautious about considering new, unestablished vendors, as they don’t have the proven reputation or longevity of some of their competitors. You don’t want to sign a contract only to see the vendor discontinue support a year later.

Strong market presence usually correlates with sustained success in customer support and system performance. There are other benefits to choosing a vendor with strong market presence, such as more native integrations and access to online user support communities.

Here are some easy ways to measure market presence:

  • Read user reviews and ratings on third-party sites: these will give you both a quantitative and qualitative understanding of how a CRM product is fulfilling its promises.
  • Do research on the vendor’s company size and history. Was the company founded last month? Or does it have a longstanding global presence?
  • See what kind of social media following the company has. While this is somewhat superficial, it can serve as a rough indicator of how many people trust or appreciate the brand

Best CRM with a strong market presence

Salesforce is a household name in the world of business. It holds a large share of the market and a substantial social media following. A few reasons behind its popularity include its ability to scale to the company’s needs as the business grows, access to Salesforce AppExchange — a marketplace offering thousands of apps to extend the CRM tool’s capabilities, and advanced data security. Of course, the best CRMs are not free. Depending on the pricing tier you’ll fall in, Salesforce can get pretty pricey, especially for smaller businesses.

Read also: Microsoft Dynamics 365 vs. Salesforce

3. Support

Even if a CRM has been rated excellent by thousands of users, there will come a time when you need support — anything ranging from migration services to outage issues or help setting up user permissions. Never take support availability for granted; some smaller vendors may offer only limited resources for issue resolution, such as an online ticketing system with no response time assurance. Some larger vendors, on the other hand, are known to charge for support “packages,” meaning if you don’t pay extra, you may have a harder time getting help or have to turn to third-party forums.

Decide what support channels are most efficient for your business and try to find a CRM that offers them (e.g. a 24/7 phone line, instant chat, email, a user forum, a dedicated social media support page).

Best CRM for support

SugarCRM offers multiple channels of support to their customers from end to end. The tool supplies implementation support by providing a consultant to work with the company to identify long-term goals for using the system when first implementing. After implementation, SugarCRM provides technical advisory services, managed services, and 24/7 support services. They also offer a pretty comprehensive knowledge base for their customers.

4. Pricing

The monthly subscription fee or upfront license fee is usually not the only charge you’ll incur. Read the fine print (in the pricing datasheet or software contract) to check for other fees, like data import fees, installation fees, and charges for additional users or storage. If you’re considering a modular system (separately-billed functional subsets), figure out which modules and add-ons you’ll need to purchase to build your system and then calculate the total cost of ownership. Cheaper upfront subscription cost doesn’t always mean cheaper cost of ownership.

Best cost-effective CRM

If your budget is the kind that looks like $0 – $0, consider using Hubspot’s free version of their CRM tool. You won’t get some of the most advanced features such as sales analytics, customization, and 1:1 technical support, but you will get basic CRM functionalities such as pipeline management, email scheduling, and contact management.

5. Product demo

In addition to having the right features and reliability, it’s important to test out a CRM’s user experience and interface, which requires using the software firsthand. Most vendors will provide a software demo or even a free trial upon request, but video walkthroughs can also be a great resource. You wouldn’t buy a car before you test drove it, and you shouldn’t buy a CRM without trying the actual product. When doing so, here are some questions to ask:

  • How do the dashboards look?
  • Are the menus easy to find and navigate through?
  • Does the program quickly return requests and queries, or is it slow and confusing?
  • Can you customize the layout and make it unique to your brand?

Best CRM with a product demo

Many tools provide product demonstrations, but Microsoft Dynamics 365 has multiple avenues for experiencing its product before you buy. Dynamics provides multiple, short videos about their product that give insight into different functionalities of the product. Get a peek into the user interface, navigation, and overall usability. Users can also see a live demo from a Dynamics 365 sales rep or set up a month-long free trial. If you’re wanting to know the ins and outs of a product before you buy, Dynamics 365 may be your best bet.

Choose the right CRM tool

If you haven’t already, use these assessments to create a shortlist of CRMs for final consideration — usually three or four is a manageable number. At that point, your findings should make the front-runner clear, and your decision will be determined by which standards are top-priority for your business.

Seem like a lot of work? Good news: we’ve already done it all. Aside from the best of options we’ve listed above, we’ve compiled features and product information, user reviews, video walkthroughs, and side-by-side comparisons for hundreds of business IT solutions, including CRM software. All you have to do is use the Product Selection Tool or talk to one of our experts about your priorities, and we’ll give you a list of the best CRMs for your business.

Read next: CRM+Bots: Make Them Work (Together) for You

Top CRM Software Recommendations

1 Kintone

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Kintone’s no-code platform lets sales teams easily build a custom CRM to track prospect data, task handoffs, and pipeline insights in one central place. Create database apps outfitted with the unique information you need to know about your prospects–and then connect those apps with customizable workflows that let you assign and track those future customers from lead capture to close. Over 23,000 companies trust Kintone to achieve their business goals.

Learn more about Kintone

2 Freshsales

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Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to- attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities.

Learn more about Freshsales

3 Zendesk Sell

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Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient.

Learn more about Zendesk Sell

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