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How To Select A CRM System?

 
 

Do You Need a CRM System?

In order to understand CRM, let’s take an example of a small business owner/manager, currently having 20 customers.  No need to explain, how important these customers are for the business.  They are bread and butter for business and owner/manager would do anything to retain them.  It’s easier to remember past communications, important updates about customers and other related details when number of customers is less, but what happens when business grows and therefore the number of customers.  

Here comes the need of technology which can help you automate, organize and synchronize all the customer information starting from marketing to sales to after sales support and other related areas.

Customer relationship management (CRM) is a piece of technology that helps manage customer information and company’s communication with its existing and potential customers. It helps to improve customer relations leading to generate more business.

Basic work of CRM Software is to identify, target, and acquire future customers and to retain the current customers. These systems are designed to analyse customer behaviour based on his/her past interactions with the company. Also it integrates and automates sales process connecting it with marketing and customer service.  

Best bets for CRM Solutions

Free CRM for SMEs

Cost : 
Free / $12/month for features
Features : 
****
Platforms : 
MAC/Windows/Linux
Business Size : 
S, M
Ease of Use : 
Deployment :
****
Customer Service : 
Highlights
  • Free up to 10 users. 

  • Premium Features .

  • Easy to use Interface. 

  • No service contracts.

Best for Micro & Small Businesses

Cost : 
$12/month
Features : 
MAC/Windows/Linux
Platforms : 
***
Business Size : 
Ease of Use : 
Deployment :
Customer Service : 
Highlights
  • Free up to 2 users.

  •  Premium Features.

  • Easy Integration.

  • Project and Lead management.

Cost : 
$25 (5 users)/ $65 (unlimited)
Features : 
Platforms : 
MAC/Windows/Linux
*****
Business Size : 
Ease of Use : 
****
Deployment :
Customer Service : 
*****
Highlights
  • 30 day free trial. 

  • Premium Features. 

  • High Customization. 

  • Easy Paid Support.

Overall  for S & M size Businesses

Server/Cloud
Server / Cloud
S, M, L
Server / Cloud
*****
*****
****
S, M
 

Featured : Strong and Powerful

Featuring CRM Softwares that you should definitely consider. They have features or special deals that are too attractive to ignore or have been recently reviewed in greater detail

Showcase: Our full list of CRM softwares

Act! Essentials

It’s a cloud based CRM, which means its accessible anytime and from anywhere.  As mentioned on its website, features include Consolidation and management of contacts, activity, notes, and history in one organized place, Easy to create, send, and track professional email campaigns and it also provides a clear vision regarding which customer to connect with next.

All Pro Webtools

All Pro Webtools provides specialized solution for small businesses.  It integrates and lets you control all important functions of business like sales, marketing, operations and functioning of team and productivity analysis all at one place. It organizes all relevant information at a central location, which helps better decision making.

Apptivo CRM

Simple to use interface, providing online access, variety of features, excellent customer support via call, email, instant chat and online knowledgebase.  Features include all the common CRM features like storage of contacts, text reminders, storage of files and history of all past communication.

Additionally, businesses can add more apps from App Store if business grows and needs more offerings.

Pipedrive

Standalone visually pleasing simplistic sales CRM with easy to use user-interface. Offers a mobile app too. Built by salespeople keeping their unique demands in mind it features easy to & fro data migration, advanced customization options, integration with Google apps, target setting, marketing, multi-currency support, customer service and reporting features.

Flipside – Built around sales individuals not teams so multiple sales people cannot be working on a main/master list.

Pipeline Deals

Sales oriented cloud-based customizable CRM. It provides a simple user-interface, email and app integration, deals management, sales boosting tools, lead and contact management, leader board scoring, daily real-time updates, 3D charts, and trackable emails.

Hatchbuck

Hatchbuck has a web-based sales and marketing automation oriented design catering to Consulting, Hospitality, Advertising, Real Estate sectors. It helps in tracking prospective and existing clients. Features smooth import of contacts, lead capturing from other applications, email marketing, and help documentation.

LeadMaster

Simplest SaaS solution to collect, manage and convert leads using complete marketing automation system. Added benefit is CRM, Analytics, SFA having Sales lead management tools which help you in converting the leads into sales by easily tracking, analysing and communication with your prospects.

Flipside – Confusing or overwhelming for a newbie.

Prophet CRM

Unique in the feature that it is integrated into Microsoft Outlook hence syncing all your contacts, emails, tasks, notes, and appointments from one interface. Features Sales Pipeline & Force Automation, Mobile CRM, Reports & Analytics, and Integrations with other third-party software.

Flipside – Outlook crashing, prophet closes when you access inbox.

BoomTown!

BoomTown offers a SaaS based CRM designed for real estate business. It helps agents, teams, brokerage firms to keep track of their leads, match right buyers to listings, and accelerate sales, track calls, conversation for accountability, automated email campaigns, predictive insights.

bpm’online sales

Complete sales force automation process management solution starting from lead generation, ordering, invoicing to customer servicing. Integrates marketing, sales and helpdesk management. Cloud-based and local on-premise solutions available.

SAP Digital CRM

SAP offers enterprise level cloud based CRM features for small businesses in this solution. Features include lead, contact and opportunity management, sturdy collaboration tools, report generation, no minimum user specifications, and is scalable to grow.

OnContact CRM

This cloud and on-premise based mid-market CRM software unifies sale and marketing solution in one with powerful customer service and contact centre feature. Also has a customizable dashboard, interactive graphs, tracking options etc. This system benefits technology, insurance, healthcare and software sectors.

Hubspot CRM

Famous cloud-based inbound marketing and sales platform manages sales across multiple channels. Automates repetitive sales and marketing tasks. Automatically syncs data, email inboxes and maintains logs from different sources of communication. Available free. Good customer support.

Flipside – Upgrade pricing a little steep.

Nimble

Boasts of its famous Intelligent Relationship Platform. Contact management, automatic import of contacts, social tools, scheduling events, leads management, calendar tools, collaboration tool for use by employees and teams, listening &searching social media from the software’s interface.

Flipside – Sometimes contacts can’t be synced.

Pipeliner CRM

Visually pleasing intuitively designed solution available on-premise and cloud-based. It offers sales force automation and social CRM with visible transparency in the sales processes. Does lead generation to tracking to contact management.

Flipside – Too many upgrades lead to down-time, and a little on the expensive side.

Salesnet

Salesnet integrates with Microsoft Office to provide native CRM features plus the marketing automation tools. Uses patented Salesnet Process Builder which “learns” your way of doing business. Automatic syncing with contacts, emails, meetings, notes, tasks, uses Excel to export reports, Word for merging data and attaching files.

Flipside – Reporting features need improvement.

Salesnexus

Salesnexus is a web-based system which combines CRM with email marketing and complete lead management system allowing you to do targeting, connecting and converting leads to customers easily and from one interface.

Snapforce CRM

Offers a web-based CRM with three price options for B2B and B2C companies. Comes with complete sales, marketing automation module, customer service/support, call center, social CRM, help desk, web self-service, and channel & knowledge management.

Capsule

Web-based CRM solution enabling sales force automation, ticket management system, tasks & notifications, customizable system and sales processes. Supports third-party integration for email marketing, DMS (document management system), accounting and customer support.

VTiger CRM

Your solution for all-in-one kind of requirement based on customer’s feedbacks. Caters to sales, marketing and customer servicing requirements. Featuring email marketing, project management, invoicing, calendar & task management, reports, inventory and document management. The Agile solution VTiger CRM has a customer portal to let customers see their accounts and submit help related tickets. Seamless integration with Microsoft Outlook and also has mobile support.

Flipside – No escalation in tickets.

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