“Zoho vs HubSpot for a 20-person sales team — here’s what we tell clients”

You might be surprised at our response. The answer? It depends. Not because we’re avoiding the question, but because it’s often the wrong place to start.

Many businesses begin their system selection process by comparing software brands, features, and pricing. But before looking at any platform, there’s a more important question to ask: which system would be the better fit for your processes and data? The size of the team does not matter as much as you think. What matters?

How complex is your data? How many business workflows and processes are you managing? What kind of complexity is involved? Are your processes more unique or standard to the industry? Would you need a lot of customizations? What other systems are you using?

What type of business are you involved in: professional services, e-commerce, manufacturing, construction? These usually determine how straightforward and standard your processes might be.

So when you know your processes, workflows, pain points, integration needs, and data requirements, the right system often becomes much easier to identify.