Why buy a Swiss Army knife when all you need is a pair of scissors?
There are thousands of business solutions on the market that do a lot of great things, but you only need the software that will solve the problems you're facing, help increase sales, and improve efficiency.
A few key points to consider:
It has to solve a problem.
- What problem is it eliminating, and how will that help the business? Quantify this.
- Does it streamline a process and make your workflow more efficient? Will it actually make an impact?
It has to integrate seamlessly.
- Does it easily integrate with existing systems? Make sure to avoid creating a bigger problem than the one you're trying to solve.
- Is the system intuitive? If it's hard to learn, no one will use it.
It has to benefit your team.
- Does it help the sales team without creating more work for them? If it creates a burden, no one will use it.
- Does it get in the way of the team doing their job, or does it make their job easier? If it makes their job harder, no one will use it.
- Does it benefit management more than the team? There better be a strong business case here, otherwise, no one will use it!
It has to make financial sense.
- Will implementing this technology move the needle for sales? How?
- What is the ROI, and how long will it take to achieve that return? Can you actually measure the promised ROI?
Is it the right fit for us?
- After considering all of the above points, you should have a pretty good feel if a given platform is right for your organization. This is the most important question that should be answered when evaluating software for your business.
My recommendations:
The below platforms work, really well. I've put them through their paces and know, firsthand, that they can make a difference for your business. This is why I've partnered with them. If you ever have questions about business software or need help with implementation, please reach out and schedule a consultation.
CRM Sales & Operations: HubSpot
Ai Notetaker: Fireflies.ai
Project Management: Monday.com
VOIP: Aircall
Contact Database: ZoomInfo
e-Sign Docs: PandaDoc