If you are working in the digital sphere, you probably have encountered the concept of customer relationship management (CRM), an approach to the management of a company’s relationships and interactions with both potential and existing customers and clients.
Every company engaged in some form of customer service—meeting the customer’s needs, keeping the customer happy—which is why it is a very important aspect of the business. Anything that can further optimize this process to make it more efficient is welcome and needed, so many developers have come up with tools and software that claim to do just that.
Here’s some more detailed information about CRM software, as well as five of the best examples that are available on the market today.
CRM Software Explained
In the old days, spreadsheets on your primitive notebook computer were the state-of-the-art tool for managing your customer contact lists, supplemented by your mobile phone’s address book.
These days, your smartphone is more powerful and sophisticated than your old notebook, and your laptop computer can handle much more sophisticated stock processing tools. That is where CRM software comes in. It essentially performs the tasks that the run-of-the-mill spreadsheet is not able to do, such as recording a customer’s contact information, as well as the company’s relationship to each of them.
CRM software can:
- Record your customers’ contact information
- Remember every interaction, whether by phone, email, social media or your customer help desk
- Track invoices so you can better target new products or services that your customers may want or need
- Make collaboration easier and better among your team members
Picking the right CRM software for your company and its employees can increase the overall productivity and quality of your output and vastly improve customer satisfaction.
5 Best CRM Software Today
There are many CRM software options on the market today. All have their imperfections, but they do get the job done by improving processes, automating various marketing strategies, and providing the features that CRM professionals need on a regular basis.
Apptivo is CRM software that is flexible and reliable, according to its users. Apart from the basic CRM functionalities, it can also perform other tasks such as creating invoices, setting up a web help desk, and project management.
Apptivo has found favor for its affordability and 24-hour support. It also allows for extending and customizing the software to fit each company’s needs. Its mobile app has been praised for its efficiency. Some of its other features include granular security controls and campaign management tools.
While it has excellent customization features and a solid core system, it lacks third-party integrations.
2. Zoho CRM
Zoho CRM has garnered a number of awards for both its lead and contact management, and so attracting and satisfying customers of various businesses. It also can fulfill other tasks such as purchase control and sales pipeline management.
The quality of Zoho’s CRM service and its features rate it as a top-notch product. Its innovative “gamification” features motivate customers to participate and encourage loyalty. It also can be integrated with other Zoho products, as well as Google G Suite.
The workflow automation feature only is available with the Professional Edition software.
Salesforce has been synonymous with digital innovation since the late ’90s and ranked number five as the Best Companies to Work For on the Fortune 100. The bulk of its revenues mainly come from CRM services, but it also boosts its finances through selling social networking commercial applications through internal development and acquisition.
Salesforce features a very smooth workflow process, as well as a number of other advanced features for various tasks, such as analytics, marketing, sales, service, and the development of mobile apps.
Its features set continues to expand and evolve, it has top-notch customization capabilities, as well as a sizable third-party ecosystem
Salesforce also allows social collaboration. If you happen to be unsure about a product, you can avail yourself of its 30-day free trial.
One of the few disadvantages that users have been pointed out about Salesforce is the steep learning curve involved in familiarizing oneself to the software. It is also within the steep end of the price spectrum, and the lower tier product is said to be a little too limited.
Another award-winning CRM software comes from bpm’online. This tool has been rated excellent at automating business processes, as well as accelerating both sales and marketing services. It boasts of an intelligent business process management (BPM) platform with various out-of-the-box solutions. For mid-sized to large enterprises, it is adept at incorporating customer service and marketing into the CRM system.
Bpm’online can make one’s work life easier with high-level task automation, personalized tools and automatic triggers for various purposes (event planning, ad campaigns, the programming of emails).
The trial period (14 days) is a little too short to get the hang of its many features. Learning its coding can be difficult, as can filling out forms.
Since 2006, HubSpot has been in business to provide products and services for tasks such as (but not limited to) content management, social media marketing, search engine optimization, and web analytics. Now one of the biggest and most trusted names in the industry—especially when it comes to customer relationship management—
HubSpot strongly believes that what is “good for business” also needs to be “good for the customer”.
HubSpot’s primary CRM features are intuitive, effective, and absolutely free of charge—no fee at all—so users can avail themselves of every pertinent facet of a CRM, such as contacting insights, making deals, and fulfilling various tasks.
If you want to move up to its premium features, particularly those that fall under its Professional plan, you will have to pay a substantial fee—as much as $400 per month.
- McLaughlin, Molly. “HubSpot CRM”. PCMag Asia, Ziff Davis, 30 Aug. 2018, sea. com/hubspot-crm/19347/review/hubspot-crm.
- “Inbound Marketing & Sales Software”. Hubspot, www.hubspot.com/.
- “BPM & CRM Software for Marketing, Sales and Service – Bpm’online”. What Is CRM – Definition, Importance, Benefits of Usage | Bpm’online, www.bpmonline.com/.
- “Business Management Software | Online CRM | Invoice |Expense”. Apptivo, www.apptivo.com/.
- “The Customer Success Platform To Grow Your Business”. com, www.salesforce.com/ap/cro/index-smb/?ir=1.
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