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We are not just talking about Office or Google G-Suite, but also about any ERP or accounting software, platforms for human resources, the website , the forms for importing new contacts, the invoicing platforms, eCommerce , for recording transactions or marketing ones . CRM software: why request a demo and take a free trial? One piece of advice is to never purchase software or a subscription to a cloud CRM sight unseen . The best solution is to try to get a demo - personalized if possible - and then move on to a free trial . With a demo, the salesperson can guide the company to discover.

The software settings and it is possible to go into detail about specific business needs. Likewise, the Photo Editing Services  free trial is used to see first-hand , learn more and test all the functions, also collecting some considerations regarding what works less in the system. A particular attention to the user experience One of the most important criteria when choosing a CRM system is the feeling generated by the experience of using it . Is the software a useful and effective support? Is it intuitive? Or is some process slowed down or not very smart? All these elements constitute and complete the user experience .



Therefore, when testing the CRM system, it is a good idea to dedicate time to evaluating the system's user interface and the ease of use and switching between various functions. Does the CRM software include specific features related to the GDPR? The last, but not least, point is the availability of GDPR functionality in the CRM. With the entry into force of the GDPR , the retention of customer data takes on even more significance. A GDPR-ready CRM system helps manage this information more efficiently. How? For example, if a customer wants to be removed from the database, you need to be able to comply with their request and send a deletion confirmation.