February 1, 2022

Ep. 12 - How to Choose the Right CRM for Your Business

Choosing the right CRM can be a challenge. And, speaking as someone who’s led their fair share of CRM transitions, I can tell you that it’s not something that you want to have to do more than you absolutely have to. But how do you know which CRM is the right one for your business? Most of my videos focus in around sales, networking and referrals. But it’s been brought to my attention that I rarely talk directly about CRMs. More specifically, how to figure out which CRM is going to work best for your businesses. Now, obviously I never talk about CRM - or even mention the term - without throwing Mission Suite into the mix. And that’s because I really do believe that, if you’re exploring CRM options, Mission Suite should be a part of that exploration. But why? Why do I think that it’s something that’s worth looking at? And what do I tell others to look at when they’re evaluating their options? I promise, this isn’t going to be a 10 minute video about Mission Suite, rather a deep dive into the different things that I tell people to focus on when they’re making their decisions on which CRM to partner with for their business. There’s no one size fits all answer to this question - no matter how much money the big guys spend to make you think that there is - and there are times when your needs are going to push you in one direction or the other. My goal in today’s video isn’t to convince you that you need to work with Mission Suite, or not work with another platform. My goal is simply to arm you with the right decision making criteria and give you some perspective on how to collect the right information to make the best decision for your business. LEARN MORE ABOUT MISSION SUITE:   https://www.themissionsuite.com/ REGISTER FOR A MISSION SUITE DEMO: https://www.themissionsuite.com/resources/demo-webinars/ CHECK OUT THE REFERRAL BENCH PODCAST On Apple Podcasts: https://podcasts.apple.com/us/podcast/the-referral-bench/id1547811027   On Spotify: https://open.spotify.com/show/3HrK6drnLN6hGhPVXf3ZsI   On Google Podcasts: https://www.google.com/podcasts?feed=aHR0cHM6Ly9hbmNob3IuZm0vcy80NmEyZDJiYy9wb2RjYXN0L3Jzcw== GET SOCIAL: Facebook: https://www.facebook.com/missionsuite   LinkedIn: https://www.linkedin.com/missionsuite   Instagram: http://instagram.com/missionsuite

Also available on Apple Podcasts ↗