My two cents:
I work in marketing and CRM for eCommerce lifestyle companies. When I evaluate a CRM I try to understand if it's for sales or eCommerce or both. I see in your docs that you mention that specific point of sales being dominant in CRM so that's a plus.
Then I look at if it natively or easily connects to the tools that the company uses. If I'm pointed to using Zapier for connections that's usually too costly because you're collecting a lot of emails and you can quickly get into millions of calls for low quality leads.
Another big miss I notice is not integrating with POS systems and only eCommerce so that quickly creates an issue with companies opening stores.
On the sales side there's usually less of a sales pipeline and more of a clienteling side where you've got sales people at store locations reaching out to customers to announce products or services or events. It's a lot less of stages because products are usually not all that high value.
Thanks for the feedback! Especially on sales not necessarily being modelled as a pipeline, that's something we need to think of more.
Integrations will come this year.
My two cents: I work in marketing and CRM for eCommerce lifestyle companies. When I evaluate a CRM I try to understand if it's for sales or eCommerce or both. I see in your docs that you mention that specific point of sales being dominant in CRM so that's a plus.
Then I look at if it natively or easily connects to the tools that the company uses. If I'm pointed to using Zapier for connections that's usually too costly because you're collecting a lot of emails and you can quickly get into millions of calls for low quality leads.
Another big miss I notice is not integrating with POS systems and only eCommerce so that quickly creates an issue with companies opening stores.
On the sales side there's usually less of a sales pipeline and more of a clienteling side where you've got sales people at store locations reaching out to customers to announce products or services or events. It's a lot less of stages because products are usually not all that high value.