We don’t need that feature. It’s too complicated.” A team member complained about the new CRM feature. So, we didn’t argue. Instead, we: Collected feedback from everyone on what works and what doesn’t Tested the most useful features with small groups Prioritized features based on real needs, not opinions After the trial, team members said, “This one actually saves us time.” People want what works, not what’s flashy. We turned disagreement into decision-making.

Para elegir las características adecuadas de un software CRM y optimizar el flujo de trabajo, considera estos aspectos clave: ✅ Escalabilidad → Asegura que el CRM pueda crecer con tu negocio sin comprometer el rendimiento. ✅ Personalización → Busca opciones que permitan adaptar el sistema a las necesidades específicas de tu empresa. ✅ Automatización de procesos → Optimiza tareas repetitivas para mejorar la eficiencia. ✅ Integración con otras herramientas → Facilita la conexión con plataformas de marketing, ventas y soporte. ✅ Análisis y reportes avanzados → Proporciona métricas clave para la toma de decisiones estratégicas.

Map the particularities of your sales cycle. Tie those properties to the companies goals and milestones. The ones that connect operations to results, get prioritized. Fluff and shiny data is awesome when you have the time for it. If you need to decide, always pick impactful choices. What options will facilitate your team to hit targets?

When your team’s split on CRM features, the best approach is start with outcomes, not opinions. What actually moves deals forward? What eliminates busywork? Salesforce's report highlighted that sales reps spend 70%+ of their time on non-selling tasks—so the right features automate, integrate, and enable (and more importantly, improve morale and reduce turnover). Prioritize seamless automation, AI-driven insights, and full integration with a more efficient and consolidated tech stack. If a feature doesn’t boost efficiency or make selling easier, it’s just noise, and that's what your reps are trying to tell you. The best CRM isn’t the one with the most features—it’s the one that reps actually want to and love to use.

Avalie necessidades: Identifique as funcionalidades essenciais para sua equipe, como automação, análise de dados ou integração com outras ferramentas. Teste e compare: Realize testes com diferentes CRMs para avaliar usabilidade, desempenho e custo-benefício. Escolha escalável: Opte por uma solução que cresça com sua empresa, priorizando integração e suporte técnico eficiente.

For our team of six sales representatives, we focus on defining business goals and KPIs. Concentrate on key performance indicators (KPIs) that enhance sales productivity, such as the number of quality calls made each day. Ensure these goals are measurable and align with your overall strategy. Achieving sales requires engaging in a set number of meaningful conversations and video/audio interactions. For us, identifying the main CRM features needed to support this process, which include lead scoring, a note detailing, task creation, deal management, and analyzing marketing engagement for outreach. Measure output, observe which prospects interact with marketing materials, and track outreach efforts based on KPIs.

Sales wants automation, support needs better tracking and finance demands reports. Imagine a growing SaaS company struggling to pick CRM features. Instead of guessing, they map pain points - sales gets lead scoring, support gets ticket history and finance gets real-time analytics. A trial run with feedback ensures everyone benefits without bloat. By choosing features based on needs, not opinions, the CRM boosts efficiency, making work smoother, faster and frustration-free for all teams!