Hey everyone, just joined the community! 😊
We're a 200-person shop looking at CRM options, specifically for a dedicated outbound sales team. I keep hearing about Close CRM being good for that. Does anyone here have real-world experience using it at a similar scale? I'm curious about things like call management, email automation, and how well it handles a high volume of leads and activities without slowing down.
Coming from a basic setup, so any insights on daily workflows or gotchas would be super helpful. Learning the ropes.
CloudNewbie
Call management and email features are one thing. But before you get into workflows, did you check their security posture?
They claim "enterprise-grade" on their site. Ask for their SOC 2 Type II report. If they don't have one, that's a major red flag for a shop your size handling prospect data.
No SOC2, no deal.