CRM - these three letters contain useful power that can help you develop your business. Customers are the most significant component of running any type of business. That`s why it's essential to pay attention to customer relationship management.
Nowadays, there is a lot of CRM software ready to help you optimize marketing, increase sales and improve customer service. Therefore, it's a solution to a data organization problem.
Which CRM software should I choose?
It's difficult to find the exact software you need. All CRM software have their distinctive features but there is a list of important characteristics to pay attention to.
Contact management. It is the most essential feature that the CRM platform should provide. It allows you to organize your customer lists and information about them.
Extended functionality. The more useful features a platform provides, the more convenient and easier it is to conduct business. For example, often, CRM platforms provide their users with built-in marketing features and various alerts for your customers, such as email or SMS. Some platforms can analyze and forecast sales, as well as track the level of competition.
Support service. Each self-respecting platform can provide its customers with quality support, which is an important aspect of service.
Free setup. It should include integration with your sites and do not require a setup fee.
Reports and Dashboards. Due to it, you can see sales results and their condition, overview tasks you need to focus on.
Zoho CRM has a lot of different features and categories. It works with over 150,000 businesses in 180 countries.
According to the Zoho website, It lets you create and organize modules, add custom fields and sections, create new layouts, and clone them. There is an opportunity to customize your home page.
Zoho offers 3 CRM packages. And the free version allows you to automate sales, use the basic functions of marketing and customer support. There is also a special Zoho Creator system that enables you to create your applications inside Zoho itself.
This platform’s advantage is the integration with SMS aggregators using the webhook method, which does not require writing code during integration.
There is a free trial period of 15 days to understand whether it is worth buying the full version. Zoho CRM gives you four categories of pricing.
HubSpot shows full information about your sales in real-time. You will get some free CRM tools: contact management, contact website activity, companies, deals, tasks, activities etc. It gives you an opportunity to have unlimited users so that every CRM user will be free. It's ready to store all of your data.
HubSpot CRM is a simple and understandable platform where it is possible to customize functions for yourself. It's multitasking, so it becomes an entire system that not just a CRM but also solves issues regarding CMS, marketing, sales, and service. Based on customer feedback, such a program is suitable for B2B companies, online services, IT companies, and FinTech companies.
By the way, there are more than 78 000 HubSpot users in more than 120 countries.
Salesforce CRM provides sales forecasting and real-time reporting. It has a free trial and mobile access. The system is integrated with various telephony solutions. All electronic sales processes are implemented quickly and without any difficulties. Using Salesforce, there is no need to rebuild working methods to tailor the CRM system to any business.
Of the advantages of such a platform, there is a simple interface, convenient user settings, integration with social networks and integration with third-party applications.
Nowadays, this program works with over 150,000 companies.
Freshsales is a CRM system with a simple and intuitive interface. It also provides automatic filling in lead information, integration with your mailbox, and an interactive sales scheme that visually displays the current situation with transactions. It is a usefull reporting tool.
Freshsales Drag-drop navigation tool allows users to move deals across the sales pipeline to any stage. It also has a wide range of integrations for marketing, productivity, and communication.
Capsule CRM has an easy-to-use interface that enables users to track funnels, chains of relationships, and sales. All that is needed, and nothing more. Therefore, the system is available on desktops and mobile devices.
The user interface is divided into five groups: the taskbar, people and organizations, sales funnels, calendars and tasks, and, finally, cases. There is a disadvantage in functionality in terms of campaigns and reporting.
Microsoft Dynamics provides customization, mobile app, productivity control, and process constructor options. There is a SharePoint technology, which gives you access to all documents in OneDrive, Cloud, or local servers. The interface of such a platform is available in 86 languages. Microsoft Dynamics CRM analyzes all your data and shows it in the form of graphs. Therefore, they have integration through API to connect your Dynamics 365 data to any other program with an API. This system integrates with social networks, such as Facebook, Linkedin, and Twitter, so you have an opportunity to know more about your customers.
Base CRM from Zendesk provides electronic document management, sales forecasting, making deals, and sales funnel. You can use it as a web application in any browser or install apps on Android and IOS smartphones to access your account anywhere.
Base CRM has a contact card, where managers can see detailed information about customers, attached documents, listen to dialogs, read sent, and received email messages.
Streak is a CRM software for Gmail users. It doesn't give you a free trial period, but It has a sales funnel and provides reports.
This program is good for small teams so that they can work together out of their Gmail inbox. Streak helps you to organize sending schedule and mass emails.
Sugar CRM functionality includes sales-force automation, marketing campaigns, customer support, collaboration, Mobile CRM, Social CRM, and reporting.
It's available in 26 different languages and has more than 2 million users in 120 countries.
VTiger CRM is another open-source CRM system, based on Apache, MySQL, PHP. It has comprihansive functionality: sales funnels, email newsletters, answering machine, invoicing and receiving payments, customer management, analytics, planning, andIntegration with Outlook and MS Office. VTiger is a good solution for B2B companies with long sales cycles.
By the way, it provides a free trial period.
To sum up, customers are one of the central parts of any type of company, that's why while choosing CRM software, it's better to pay attention to important features for your own business. Every CRM program has its advantages and disadvantages, so you should clearly know which benefits your company needs to take from CRM software. Based on such characteristics, it will be easier to choose perfect fit CRM.
If you have experience with other good CRM, please write about them in comments.