How to choose a CRM for a Ukrainian business

Evaluate KeyCRM, SalesDrive, HubSpot and Pipedrive against your sales process, integrations, permissions and rollout costs.
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05

May

2020

How to choose a CRM for a Ukrainian business

Start your CRM selection with the journey from an enquiry to payment, delivery and a repeat purchase. List the points where staff lose conversations, enter the same data twice or miss a follow-up. Use those problems to shape the evaluation.

Products to compare

  • KeyCRM: consider it for orders and customer conversations; check its integration directory for the connections your store needs.
  • SalesDrive: evaluate it for product sales, order processing and delivery workflows.
  • HubSpot: assess it for shared contact records, sales and related marketing processes.
  • Pipedrive: test it for deals, sales stages and salespeople's tasks.

Features and limits depend on the plan and connected services. Confirm support for your channels, interface language and data exports before paying.

Run a pilot

Use anonymised examples: a new enquiry, a returning customer, a return and a lost deal. Test lead assignment, conversation search, management reports and staff permissions. Define retry and error-handling rules for integrations.

Calculate the total cost

Include subscriptions, configuration, migration, integrations, training and ongoing support. Establish who owns the account and how you can export customers, deals and history if you switch systems.

Decide after a demonstration using your own workflows. The pilot should produce a list of working processes, outstanding limitations and a named person responsible for the rollout.

Sources

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