ImplementationFree trialSimone Figueira3 min read
How to get the most out of your CRMDAY One free trial
A trial isn't a tour of every button. It's a test of your real work. Here is how to run it.
Most software trials end the same way: someone clicks around for twenty minutes, gets busy and the trial expires. The agencies that decide well treat the trial like a small project, with a goal, a few real workflows and the people who will use the system every day.
Before you start
- Pick one goal. For example: "every lead gets an owner and a first reply in minutes" or "renewals run from queues, not memory".
- Choose two or three testers. One producer, one service person and one manager.
- Bring real data. A sample of clients or your HealthSherpa export makes the test honest.
What to measure
| Question | Good sign |
|---|---|
| Did the team use it without being chased? | Testers open it on their own to find information |
| Did context stay in one place? | Nobody needed a spreadsheet or personal phone to finish a task |
| Did work get faster? | Lead replies and follow-ups happened sooner than today |
| Could the manager see the operation? | Queues and pipeline answered "what's pending?" in seconds |
If your testers ask to keep using it at the end of the trial, you have your answer.
When you're ready to decide
Choose the number of users you need and the plan that fits; pricing is per user with volume tiers. If you want help mapping the rollout for the rest of the team, talk to us before you subscribe.
Already comparing plans? See CRMDAY One pricing
Ready when you are
Put the plan in motion this week.
No credit card, set up in days, and a team that speaks English, Portuguese and Spanish if you want help.
