CRM Software – Over Zoom, I’m selling services. Purchasing software for your smartphone. Using live chat to resolve a customer service issue. Using email to respond to a purchasing survey. Business interactions take numerous shapes and take place over multiple channels. You must be willing to meet your clients on their terms.
CRM Software
Customer relationship management (CRM) software can help you stay in touch with customers while also keeping your team productive. We investigated and tested over two dozen CRMs to assist you in your search for the right CRM software for your company. And we chose the ten platforms below that we believe best reflect businesses, their customers, employees, and future use cases.
Continue reading for more information about CRMs or click on each app to learn more about why we chose it.
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The best CRM software
Zoho CRM for scaling up a business
Salesforce Sales Cloud for customizability
Bitrix24 for multi-channel communication
Pipedrive for being easy-to-use
Ontraport for automating online transactions
Nimble for customer prospecting
Nutshell for managing a sales team
Apptivo for business management
Close for inside sales teams
NetHunt CRM for Gmail power users
Also Read: Help desk software
What distinguishes a good CRM platform?
What is CRM software, and how does it work?
Customer relationship management software organizes and manages contact and sales information in one location. If there’s a touchpoint—a phone conversation, an email, a chat session, a site visit, a social connection, a campaign, or whatever else—your CRM should record it. Why? Because each interaction is a chance to learn more about your customers.
When it comes to CRMs, each company has its own set of requirements. You have expectations for how a CRM should work, and we sought to meet them by selecting the elements that we believe most universally represent those expectations:
- EASE OF USE – The ease with which it can be used. While the “don’t make me think” approach may be too much to ask in CRMs, it’s something to strive for. Mission accomplished if a user can log in for the first time and have a solid feel of how the essentials work—but not everything will be as simple. It’s a requirement to have in-app guidelines, definitions, and help articles, which will assist with the more complicated functionalities. Support and onboarding alternatives that are provided on a regular basis also contribute to a more productive user experience.
- CONTACT MANAGEMENT – It’s simple to use. While the “don’t make me think” approach to websites may be too much to ask of CRMs, it is something to strive towards. Mission accomplished if a user can log in for the first time and have a decent understanding of how the essentials work—but not everything will be as easy. In-app guidelines, definitions, and help articles are required and will aid in the use of the more complex functions. Support and onboarding services that are readily available lead to a more productive user experience.
- CUSTOMIZATION – It’s simple to use. While the “don’t make me think” approach to websites may be too much to ask of CRMs, it is something to strive towards. Mission accomplished if a user can log in for the first time and have a decent understanding of how the essentials work—but not everything will be as easy. In-app guidelines, definitions, and help articles are required and will aid in the use of the more complex functions. Support and onboarding services that are readily available lead to a more productive user experience.
- REPORTING – . You can’t manage anything if you don’t measure it. What exactly are you looking to quantify? How about predicting the future? Your CRM should be able to report on whatever data item you collect, including sales by rep, sales cycle, average value, loss reasons, and dozens of other metrics.
- INTEGRATIONS AND AUTOMATION – Automating processes will boost employee productivity (and make them happier) while also ensuring that important details like communication aren’t overlooked. There is no such thing as a one-size-fits-all CRM. A diverse set of third-party connectors can link departments and increase data collection capabilities, resulting in a more comprehensive client profile.
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