What are the Limitations of folks CRM?
Let’s face it, even a good looking rose has thorns.
There are some limitations to think about when deciding if folks CRM is the best match for you.
These embody:
- Restricted advertising choices
- Not many reporting or analytics capabilities
- Restricted instruments for big gross sales groups
- No cell app (but)
Whereas folks CRM is a formidable platform for managing relationships, it lacks the highly effective gross sales and advertising instruments of some bigger (and costlier) platforms.
folks CRM Integrations
folks CRM presents the flexibility to attach your Google and Microsoft accounts to sync all the following:
- Contacts
- Calendar occasions
- Emails
This makes it primarily easy to import your whole enterprise into folks CRM with only a few clicks.
Along with Google and Microsoft integrations, folks CRM additionally integrates seamlessly with Zapier. This permits for 1000’s of potential apps to simply combine with folks.
Listed below are some that we thought had 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 had 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 means of Zapier.
We bought it arrange inside 10 minutes and had the entire crew 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.
The right way to Get Began with folks CRM
Getting began with folks CRM was improbable! 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 had 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 electronic mail (proven beneath).
From there, we enter the next fields:
- Title
- Workspace identify
- How we deliberate to make use of folks CRM (crew)
- Our use case (partnerships)
Right here’s how the format seemed (to provide you a greater thought of how nice it seemed).
After that, we had 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 all the things was (with out sacrificing fashion).
We then linked our Small Enterprise Bonfire Google account with the CRM to import our contacts, occasions, and emails mechanically.
As soon as we had been in (similar to magic), we had been automating workflow, managing partnerships, and updating contacts with our teammates.
Onboarding with folks CRM was actually the most effective preliminary experiences we’ve had (in testing dozens of CRMs).
Is folks CRM Straightforward to Use?
In terms of 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 mechanically 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 each one the options we would have liked had been simply accessible—no searching round for hidden gems.
General, when requested if folks CRM is simple to make use of, we give a convincing sure!
folks CRM Buyer Service Evaluation
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.
Nonetheless, to check their assist crew’s responsiveness, we reached out with a easy query concerning Slack integration.
We acquired a immediate electronic mail the following day (when enterprise hours resumed) from one in all their customer support representatives with detailed suggestions about the way to clear up our drawback.
Even higher, (earlier than we heard again) we solved the difficulty 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 carried out with the people puns).
