Best practices in lead management

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As we discussed in the introduction, choosing the right tool is part of lead management best practices. It is indeed important not to choose it at random. Once you have determined your needs and objectives in the previous step, you can start looking for the software that best meets this need .

It is true that generally the offers of the same product (CRM or marketing automation) are very similar and therefore it can be complicated to find your way around.
The budget is a first differentiating element, which allows a certain number of offers to be eliminated.
Ease of use is a second very important point and too often neglected. Indeed, a software as powerful as it is, if you have difficulty using it will make you lose more time than anything else.
So, once you have a final shortlist of 2 or 3 software, don't hesitate to try the software in order to test all the features . Publishers often offer the possibility of testing their tool before subscribing, take advantage of it! This step is all the more important because once your entire tool is configured, changing it is relatively restrictive. It is therefore better to be sure of your choice so as not to have to backtrack!