Selecting the best CRM for small businesses is not a one-size-fits-all endeavor. If you’re new to working with a CRM platform, you often have to learn how to use it before you know how it can help you run your business. When choosing a CRM, it helps to test it in a trial out before making a decision. This way you can dive in, customize the features to your business needs, and figure out what works best for you.
Unfortunately, when you’re shopping around for the best small business CRM, it doesn’t make sense to test-drive every CRM out there. The best way to make this decision is to research each CRM’s benefits and features, measure how they align with your needs, then determine which should be tested. This research is incredibly important.