Q: As my team continues to grow, we’re looking into CRM tools to help organize our sales efforts. What are some things I should consider when choosing a CRM tool?
You’re certainly on the right track. A good CRM tool can keep your team organized as you start to grow. As you accumulate more clients and foster more relationships, a CRM tool can help you pull all sorts of information together, such as phone numbers, addresses, contacts, and even notes, allowing your entire staff to be on the same page.
When you start searching for a CRM tool, there are a number of factors you need to consider. Most importantly, you want to find a solution that can grow with your business. To give you pointers on how to find a solution that is the best fit for your MSP, we spoke to Ellen Krupp. Ellen is the in-house CRM expert at Intronis MSP Solutions by Barracuda, and she works tirelessly with the sales and marketing teams to integrate new functionalities and ensure that everything continues to run smoothly. Here are her tips on what your MSP should consider when looking for a CRM tool.