Duration: 1 hr 11 mins 33 secs
Another week, another great episode of the Get Automated Podcast. This week for Episode 52 your favorite automation guru Kelsey Bratcher goes deep with how to pick the best CRM for you. There’re many different factors that go into choosing a CRM for your business and in this episode Kelsey condenses over a decade worth of knowledge just for you. So grab your copy of this weeks episode to learn the secrets of selecting the proper CRM For your business
The best way to find more about Kelsey Bratcher go to https://www.linkedin.com/in/kelseybratcher or you can check out Get Automated https://www.hiredgunsolutions.com
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Pro Tips
I will go with G-Suite all day, every day, unless you have specific requirements that they can’t fulfill
– Kelsey Bratcher
I believe that everybody should have some type of application to serve the process of a CRM. Something beyond a spreadsheet even if you were to go to an Airtable.
– Kelsey Bratcher
Quotes
Entry-level CRMs. These are going to be budget-friendly or close to free. They have limited functionality in terms of maybe they’re just a CRM that maybe pairs well with another application, but they are restrictive in terms of what you can do.
– Kelsey Bratcher
Let’s say 0 to 1 million or 1 to 10 million in that range that there you’re not going to have these problems.
– Kelsey Bratcher
I would not recommend one of those to anybody unless they have very, very strict requirements.
– Kelsey Bratcher
The other aspect is going to be your time budget and which one the consideration is the turnaround to getting up and running, but also the ongoing upkeep of the application.
– Kelsey Bratcher
A lot of applications in the CRM space are sold per employee or a per seat user license type setup.
– Kelsey Bratcher
But those are like baby’s first fucking office suite. You’re not going to grow a business successfully in my opinion using relying on those tools.
– Kelsey Bratcher
It starts busting at the seams at some point and you can continue to fucking sew it back together and fixing shit, or you can go get a real solution for your problem.
– Kelsey Bratcher
Links
Infusionsoft
Zapier
GSuite
Salesforce
Netsuite
Ring Central
Google Voice
Asana
AirTable
Pipedrive
Google Sheets
Front
Amazon Lambda
ONTRAPORT
Active Campaign
Keap
Insightly
Microsoft Dynamics
Salesmsg
Reccommended Stuff To Check Out
The Get Automated Facebook Group – Kelsey Bratcher
Business Process Model and Notation – BPMN
