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How to choose a CRM tool for your team?

There are many CRM tools available in the market. But not all of them are suitable for your business needs. So, how to choose the best CRM tool? Here is a checklist that will help you to find out which one is best suited for your team:

1. CRM tool should be easy to use

CRM tools are not just for sales and marketing teams, but also for the support team as well. So, it is important that your CRM tool is easy to use by all the members of your team. It should have a simple interface with no complex features or options which can confuse users and make them feel uncomfortable using it.

2. CRM tool should be affordable for you

CRM tools are not cheap. But you don’t have to spend a fortune on it either. There are many CRM tools available in the market which offer great features at affordable prices. So, before buying any tool, make sure that it is within your budget and can help you achieve your business goals without burning a hole in your pocket.

3. CRM tool should be easy to integrate with other apps

Integration of different applications is very important for businesses these days as they want their data to flow seamlessly between different systems so that they can get real-time insights about their customers and prospects from all possible sources like social media, email marketing campaigns etc., This will help them to make better decisions based on accurate information rather than just guessing or making assumptions about what people think or feel about their products/services etc.. So, before choosing any CRM tool for your team make sure that it has an open API (Application Programming Interface) which allows integration with other apps easily without much effort required by developers who build those apps. Also check if there are any third-party plugins available for this particular app which allow seamless integration with other popular platforms like WordPress, Shopify etc.. If yes then go ahead and buy this app otherwise lookout for another one because no matter how good a product might be but if it's not compatible with others then it is useless!

4. CRM tool should be easy to use on mobile devices

Mobile apps are very popular these days and people prefer using them over desktop or laptop computers because they are more convenient, portable and can be used anywhere at any time. So, if you want your team members to use the app then it is important that it is available for all major platforms like Android, iOS etc.. Also make sure that its interface is simple enough so that users don’t feel uncomfortable while using it on their mobiles.

Once you’ve chosen a CRM tool for your team, you should focus on utilising it the best by encouraging your team members to regularly log interactions with customers and new leads.

A well maintained CRM data goes a long way. You can use it to effectively compensate your sales team and rewarding them for being the best representatives of your firm.


With Elevate, you can plan, design & manage both commission plans as well as quota-based plans with the utmost ease.

Elevate aspires to bring transparency in sales compensation. Sales reps can view all details regarding their commissions’ payout, quota attainment & revenue goals. Leaders can track the performance of every team member, manage product-based & territory-based revenue targets.

Automate Sales commissions, focus on productivity!

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