October 2022
Try on for size: the importance of trying a demo before you invest in a new CRM solution
There are a lot of CRM solutions on that market, and with rising costs hitting every business, you want to make sure you’re getting the best for your money. So trying a CRM solution on for size is always a good idea before your invest.
With so many CRM features available a bespoke CRM solution might be the best option for your business. With the third party integrations allowing you to incorporate many of your existing software packages into one place for ease-of-use, a bespoke CRM solution could be your best time and money saving friend. And the best way to find that out is to try it before your buy it.
Here’s why we recommend trying out a bespoke CRM solution before you buy…
No pressure
Look out for bespoke CRM solution providers that offer a free demonstration before you invest in them.
Why?
Because any provider should know that as a business owner you’re under a lot of financial pressure, and that introducing any new software could tip the balance of your finances. A free demo shows that a bespoke CRM provider is not only understanding of that, but confident that you’ll want more without pressuring you to invest.
An idea of what you’re looking for
One great thing about trying a CRM solution before you buy it is that it provides a foundation of what you’re looking for. You can use your demo as a point of reference for features you want to try out, features you feel are missing and whether or not enough of the challenges your team faces are being addressed by a bespoke CRM.
Taking a look behind the scenes before you buy can help you try out the great benefits of a bespoke CRM solution, without investing if they’re not for you.
Preparing for Commitment
As with anything that will change your business internally – new hires, new chairs, new machines – a new bespoke CRM will shake things up, with our solution opening the door to better strategic choices, more manageable remote working, and even streamlined day-to-day workflows.
But to make those changes happen requires commitment at every level – something which business owners understand, but which makes them fearful of taking on new solutions. Thankfully, extensive and time-consuming training isn’t something you’ll have to worry about with our bespoke CRM, but it does still symbolise a change to your business’ day-to-day running, so it pays to see what to expect in order to prepare in advance.
Don’t worry, though: our team will be with you every step of the way, and our CRM solution is a welcoming piece of innovation – but preparing to manage uncertainties is invaluable in the long-run.
An investment free trial
A major benefit of trying a demo of Lunar CRM is that you won’t have to invest in any costly IT equipment, even if you do choose us as your full CRM provider. With Lunar CRM, all you’ll need is you existing devices and an internet connection. Lunar CRM is a cloud based solution, allowing you to access your business’ CRM anytime, anywhere.
You’ve got nothing to lose by requesting a free demo from our Lunar Team. We’ll be with your every step of the way, with 24/7 support. And there’s no obligation to stick with us after the free trial, if you’re not satisfied. So why not book a free trial?
The team at Lunar CRM are here to make your CRM-searching a whole lot easier. To find out more about our bespoke CRM, feel free to explore our site. Alternatively, get in touch with us directly with your questions – we’d be happy to help!