A Customer Relationship Management (CRM) system is a software that helps businesses of all sizes significantly increase their productivity and stay up to date with their customer data. It allows for the accurate management and prediction of sales and gives insight into customer relationships which in turn helps to improve Customer Lifetime Value (CLV). Storage and tracking of customer details and history all may be found within one space, significantly reducing paperwork, hassle, and time-wasting. A communication system among employees facilitates the sharing of information and documents in real time, increasing the efficiency and speed at which tasks may be completed.
Last year, overall CRM usage was found to have increased from 56% to 74% and the percentage of businesses using cloud-based CRMs is now 87%, compared to a mere 12% in 2008! (source: SuperOffice)
In our increasingly modern world, cloud-based CRMs are the direction in which all businesses are going, and for good reason. If you are a business who does not yet use a CRM, now is the time to get on board. With new cloud-based systems, it is now possible to sync any device, as well as mobile phones (most CRMs now have an App available). Employees now have everything they need (quite literally at their fingertips) and may work from any location!
Salesforce is the world's most known and used CRM tool, however, your choices are not limited to one single product. For more information on alternatives available, keep reading. More tips and advice on CRMs can be found here.
Salesforce Sales Cloud is the world’s #1 CRM application which has come to exemplify SaaS (Software as a Service). Automatic updates, its community input, and customer relationship efforts, plus its exemplary online training support and assistance mean no additional software and hardware systems need to be purchased.
However, the oversimplified user interface can be a hindrance to more experienced users, and the customization toolkit cumbersome to use. If business intelligence, like predictive analytics, is what you need, we suggest looking elsewhere.
Our biggest qualms are the lack of a Service Level Agreement in the standard contract and the fact that it doesn’t support public Clouds. This limits hosting options and portability as well as greatly increasing exit costs.
|Software||Main advantage||Designed for|
|Teamleader||Customizable and accessible through various platforms||Small to medium-sized businesses|
|Zoho||Useful tools to track progress||Small businesses|
|noCRM||straightforward and easy to use||sales teams and salespeople|
|Sellsy||Drag-and-drop functions||Team projects|
|Pipedrive||Simple and intuitive interface||Small businesses|
|Zendesk Sell||Mobile working, thanks to the App||Small to medium-sized businesses|
|SocialJsCRM||Monitor sales and secure better deals||Sales teams|
Teamleader offers standalone sales automation, a help desk, an online self-service tool, and live chat. Customizable to suit various business types. Accessible via both desktops and mobile devices through a mobile app. Organize your sales contacts, analyze the pipeline and store documents through a unified database.
A calendar lets you set appointments and follow-up reminders. Make use of project management, ticketing, and employee performance-reporting features. Teamleader integrates with Google and Office 365, amongst others. This CRM is perfect for coordinating your team and making your business thrive.
Price: €25/month for 2 users, $10/month for each additional user
Zoho includes vital features for automating across sales, marketing, and customer service. Time-saving tools for creating workflows and assignment rules are included. Report tools help you visualize progress.
Inventory management tools and social media make it a well-rounded CRM software. Doesn’t offer much scope for third-party integrations, however.
Price: $0 - 20/month per user
A simple user interface perfect for small business owners. noCRM is straight-forward and affordable without business jargon or too much data. This tool is all about prospects, follow-ups, to-do lists and calendars – forget complex business reports. It is refreshingly hassle-free and focused on selling.
Price: $19/month + $7 for each additional user.
A pipeline view allows users to easily see the status of business opportunities. Simple visual indicators and drag-and-drop functions make tracking developments easy. The task manager and email reminders keep everyone on the same page.
Sellsy is great for fostering communication and teamwork; shared agendas, file management, discussion walls, and live chat are all included. With an interface that is easy to master, you may begin using it immediately.
Price: $50/month for up to 5 users.
Great if you are looking for a
minimalist interface. As the name suggests, its primary function is to offer a visual pipeline for deals. You can use the standard sales pipeline, easily customize it or create a new one. Customizable Web Forms facilitate getting web-based leads into the CRM. An icon next to each deal in your pipeline signals whether any of them require attention.
Emails are synced with Pipedrive for added simplicity, and a Statistics tab gives you an overview of your deals. Pipedrive integrates with third-party productivity tools such as Google apps and MailChimp, which you will probably need to use.
Price: $15/month per user
It boasts powerful, real-time sales analytics with attractive graphs. Sell (which has recently undergone a name change, previously ‘Base’) can also track phone conversations and save them to client contact cards for future reference. Tool-tips pop up when you mouse over icons, and instruction videos are available as a guide. Its design is simple and to the point. Sell offers many add-on functions but is limited in regards to third-party integration.
Prices start at $49/month per user
Increase your sales force productivity and close deals faster with SocialJsCRM. All the information you need about your clients and leads are centralized in a single tool online. Your lead management and scoring are significantly enhanced, as you perform a better customer follow-up.
$25/month per user
While Salesforce is still the dominant CRM, there are multiple other options to choose from - one size does not fit all in a diversifying market. If you’re a freelancer, you might want to keep costs down and focus primarily on selling.
Or, you might be an SME and want a CRM geared towards improving teamwork. Perhaps what you really value is mobility and flexibility, or a CRM which is highly customizable to suit your needs to a T. Whatever the case, you have a good selection in front of you.