Hey everyone, Kasey here from Clientric.
We've seen many people search for CRM software, then choose one and use the free version.
And that's it.
You may know you may not know, or you may not even care for free versions, or trials
of any software are actually a trap.
Now before diving in any further though, if you are new here, don't forget to like and
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Okay, enough of that.
Marketers know you, they know you aren't going to try multiple different software's out simultaneously.
They know you don't have the time or the energy to import your information multiple times
in different tools and continue to maintain each record.
And each test software you use.
The software is built to bring you and keep you there.
But speaking of which, I want to plug the free version of our newest software release.
Hold on now.
I can't just plug our free version and rip on free software at the same time.
What are my writers thinking?
Well, guess we'll just have to tell you about that another time.
The real truth is nothing is free.
Even if you think it is free versions and trials are really trying to pigeonhole into
their platform by using the sunken cost fallacy.
The more time you spend with a free trial, the less likely you are to switch to another
tool, so you're more likely to upgrade to their premium versions.
That being said though, there are some key ways you can use free trials to your advantage
if you know how to do it right.
First, though, you need to map out your processes.
When you map them out, you start to understand what is needed, what your requirements are,
and how you can use a tool to effectively operate your business.
Number two, be sure you evaluate multiple tools.
Don't let the sunken cost fallacy cost you big time.
Think about what your requirements are based off of your needs.
And evaluate each tool on the same scale.
Sign up for multiple free versions or trials and evaluate its effectiveness.
This is how you can beat the system.
Three, you need to be mindful of limitations.
Know that if you use a tool on trial, you're testing it out at the highest level.
If you only want the free version, you're not going to get access to all the bells and
whistles.
Other paying customers might number four be mindful of cost.
When evaluating software.
First, you may think that the free version is free.
And it is until you start needing the premium version.
At some point you are going to grow and you are going to have to use the premium version
they have.
It always happens there's no getting around it.
So why not plan for that growth in the future, evaluate the tool based on the pricing and
how you're going to grow and scale.
Thinking about this is super important.
It's gonna save you a lot of time looking at pricing later, and heartache when you come
across it.
So those are recommendations to evaluate free CRM tools that are available on the market
right now.
I know a lot of you may be thinking I'm overreacting.
But I truly believe in this methodology when trying any software out not just CRMs.
It takes more time upfront Yes.
But that's upfront time you put in to know you're happy with the solution now and in
the future.
And knowing that gives you the peace of mind, that's worth it.
So you don't end up scrambling or paying some unnecessary expense for a long time when your
system does start to face problems.
So thank you so much for tuning into this video.
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That's all for this one everyone.
Hope you have a great day ahead and I'll see you in the next one.
Bye for now.