[ad_1]
At Forbes Advisor, we approach our best articles with a critical eye and with small and midsize businesses (SMBs) in mind. Since the focus of this particular topic is the best simple CRM, we’ve whittled down the long list of programs to the 10 easiest-to-use options. On this basis, we studied various ways in which CRM allows users to easily learn and use it. We also place more trust in CRMs that are affordable, feature-packed, offer great support, and allow you to connect to the apps you already use.
Below is a detailed explanation of how we weighted the 15 criteria.
Price
We give higher scores to CRMs that offer affordable plans, free trials, and free plans. Value is more about the features of the cost than what you actually pay, and we took that into account. For affordability, we rate plans as cheap, moderate, and expensive, with higher scores given to plans lower in the cost range. Pricing accounts for 20% of our weighted score.
feature
The only apps that make our list of the easiest-to-use CRMs include at least the basic tools your sales team needs in a CRM. Those that offer more features get more credit, but we are careful to avoid over-complication. Many features are great, but only if you can use them. Some of the features include pipeline management analysis tools, document libraries, and sales dashboards.
It’s also important that your CRM is at least connected to your email address and calendar. We like that the CRM offers more integrations with applications that can pull in more contact information and useful data, such as email marketing apps and accounting or project management tools. Open APIs are great, but if you have to configure these things yourself, you’re getting further and further away from a simple CRM. We weight features 40% of the total score.
third party reviews
We researched reviews from real users on third-party review sites Capterra and G2 to get an honest opinion on each CRM software. This requires ranking customers’ overall ratings – focusing on scores of 3.5 out of 5 or higher on each website. These comments account for 20% of the final score.
Expert analysis
A CRM is easy to use when it provides intuitive dashboards and named and explained features. It should be similar to software you’ve used before, with hints of new features or tools. Ease of use is one of the key factors our experts look for in a CRM because of its popularity, outstanding features and value for the price. Our expert analysis accounts for 20% of the total score.
[ad_2]
Source link