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Do you have any suggestions for CRM software that is pretty to look at and easy to use?

We are a sales-based company and would like to keep track of our leads and sales data along with who is managing which account. We want something that is easy to use first and foremost but also pretty to look at. Any suggestions?

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Guy Goldstein, Data-Driven Marketing isn't just for Target! answered:

I've been running sales and marketing operations at companies ranging from $50,000 a month to $100m a year in revenue and have seen my fair share of crms.

None of them are "pretty" out of the box, and what you can do with them generally depends on who you have running them. Some are more limited than others and some are more expensive.

The smartest thing you could do in your situation is connect with an expert to better understand your situation and to pick the system which best suits your needs. Even if the conversation isn't cheap, it will be a whole lot cheaper than migrating after you choose a system that doesn't meet your needs.

As an exercise you should try to brainstorm all the things you want your crm to do for you...

Then connect with an expert, show them your list and ask what they think is missing.

Once you've done that, one last call and ask for help choosing the solution that fits your situation.

It'll cost you $500, and it'll take you a week but it can save you a fortune in time and money if it saves you from making the wrong decision and only realizing it after 6 months

Peter Hansen answered:

I have experience selecting and integrating a range of CRM solutions across a variety of industries. Pretty doesn't necessarily correlate to effective buy I know what you mean: Form IS a part of Function. That aside, there are five metrics I follow when considering a CRM application for general use:
1. Organic Fit - To what extent does its underlying methodology fit your existing process. Will it integrate with your other systems (e.g. Accounting, HR, etc)
2. Market Penetration - If it's widely adopted, others are finding it useful and it's likely well-supported. But there is a reason it isn't #1 on my list: it needs to fit your operation.
3. Quality of Support - Near zero downtime, rapid response to user issues.
4. Scalability - Today's need will not be tomorrow's. What is the existing ceiling? What happens when you blow through it?
5. Cost of Use - Services are not the only things that scale. Write this into your game plan.

The top six examples (in no particular order) would include: Salesforce, Hubspot, Microsoft Dynamics 365, Zoho CRM, Pipedrive and Sugar CRM. Let's arrange a call if you would like me to provide rankings based on above five factors.