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What are the Limitations of people CRM?
Let’s face it, even a fantastic rose has thorns.
There are some limitations to contemplate when deciding if folks CRM is the correct match for you.
These embrace:
- Restricted advertising and marketing choices
- Not many reporting or analytics capabilities
- Restricted instruments for giant gross sales groups
- No cell app (but)
Whereas folks CRM is a powerful platform for managing relationships, it lacks the highly effective gross sales and advertising and marketing instruments of some bigger (and dearer) platforms.
folks CRM Integrations
folks CRM affords the flexibility to attach your Google and Microsoft accounts to sync the entire following:
- Contacts
- Calendar occasions
- Emails
This makes it primarily easy to import your whole enterprise into folks CRM with just some clicks.
Along with Google and Microsoft integrations, folks CRM additionally integrates seamlessly with Zapier. This permits for hundreds of potential apps to simply combine with folks.
Listed here are some that we thought have been superior:
- Slack
- Stripe
- Webflow
- Google Kinds
At Small Enterprise Bonfire, we use Slack for just about all of our communications between groups. So we have been fairly psyched to study that we might pair our favourite messaging app with folks CRM.
Right here’s an instance of how pairing Slack with folks CRM works by way of Zapier.
We bought it arrange inside 10 minutes and had the entire group linked.
In the end, folks CRM doesn’t supply a ton in the best way of innate integrations, however its pairing with Zapier opens up a world of potentialities.
Methods to Get Began with folks CRM
Getting began with folks CRM was implausible! We’ll stroll you thru our journey with folks CRM. Our folks story, if you’ll.
We navigated to their web site, the place we have been invited to join a free trial and watch an introduction video.
We watched the video, which was very informative and useful, then we signed up for the free trial with our e-mail (proven beneath).
From there, we enter the next fields:
- Identify
- Workspace identify
- How we deliberate to make use of folks CRM (group)
- Our use case (partnerships)
Right here’s how the format appeared (to present you a greater concept of how nice it appeared).
After that, we have been prompted to simply invite all of our teammates, which we did with none hiccups.
One takeaway we had from onboarding with folks CRM was how easy and streamlined the whole lot was (with out sacrificing model).
We then linked our Small Enterprise Bonfire Google account with the CRM to import our contacts, occasions, and emails routinely.
As soon as we have been in (identical to magic), we have been automating workflow, managing partnerships, and updating contacts with our teammates.
Onboarding with folks CRM was truthfully probably the greatest preliminary experiences we’ve had (in testing dozens of CRMs).
Is folks CRM Straightforward to Use?
In relation to utilizing folks CRM, it was like one thing from legend (we’re nonetheless going with the people story metaphor right here, so simply run with it).
It was extraordinarily intuitive from begin to end, with just about no studying curve or barrier to entry.
From routinely syncing our Google contacts to simply creating and managing offers, folks made it simple from begin to end.
The drag-and-drop interface made it tremendous simple to collaborate and handle our pipelines.
We additionally discovered that every one the options we would have liked have been simply accessible—no searching round for hidden gems.
General, when requested if folks CRM is straightforward to make use of, we give a powerful sure!
folks CRM Buyer Service Overview
Based mostly on our expertise, folks CRM delivers distinctive assist service.
They provide the next useful assist options:
- Assist heart for self-service
- Tutorial movies
- Account setup consultations
- A search bar to navigate tons of articles
Throughout our three months of testing, we had just about no points with the platform.
Nevertheless, to check their assist group’s responsiveness, we reached out with a easy query relating to Slack integration.
We acquired a immediate e-mail the subsequent day (when enterprise hours resumed) from one in all their customer support representatives with detailed suggestions about clear up our downside.
Even higher, (earlier than we heard again) we solved the problem ourselves by using their extremely useful self-service portal.
General, we give folks CRM 5 out of 5 stars for customer support. One may even say it’s legendary (alright, we’re formally completed with the people puns).
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