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We compared the top 3 CRM systems: Which is best? [Video]

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Customer Relationship Management (CRM)

When it comes to listing the top 3 CRM systems, it’s clear that HubSpot, Salesforce, and Dynamics 365 should feature. But out of these three, which is best suited to your needs?

When doing your CRM software comparison, you’ll first need to consider a never-ending list of criteria. These include usability/UX, user permissions, self-service, integrations, customisation, security, sales automation, marketing automation, service automation, CMS integration, costs, and scalability – to name a few!

With so many criteria to consider, it can be difficult to know where to begin. We cover some of the most important selection criteria for you to think about, below. 

CRM selection criteria

First, it’s important to think about how easy the system will be to set up, use, and maintain in the future.

Second, you’ll need to assess the requirements of each of the functions within your business, from sales to operations to marketing to service, and get their buy-in.

The ultimate goal is …

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