With so many companies out there, it can be tough to nail down the best Salesforce alternative for your business. To find the right one for you, consider your goals, budget and must-have features. Additionally, consider user reviews and review articles to get a fuller picture of what the CRM software is actually like. We also suggest asking friends or colleagues from other companies to see what they use for their business and if they recommend it.
Aligning with your team is the first step you should take when looking for a Salesforce alternative. Understand what they need or don’t need in a CRM and ask if there are any pain points with Salesforce in particular.
Measure these against your business’s priorities. Review past reports to identify gaps or areas of improvement, and make sure that a CRM can help you reach your goals. For example, if you find that your CSAT numbers were lower than expected, a CRM can help you streamline your customer support management to provide better service.
Salesforce alternatives vary in price. Some companies offer free trials, but regardless, you’ll need to pay something per month or per year to get the features you’re looking for. Nail down your budget ahead of time to make your search easier.
You may have certain CRM features or integrations in mind that are absolutely necessary for your business to run smoothly. If so, be sure to write them out and reference them during your search. Consult your team and any other relevant stakeholders to review the list and add to it, if applicable.