7 CRM Systems you should be using.
There are some essential components that every CRM should include. Most customer relationship management systems include everything a company needs for building strong relationships with its customers. These elements include contact information, communications, purchase history, and lead management. CRMs typically offer analysis techniques so that teams may pull reports and compare goals to results.
Industry-standard CRM, flexible layout and functionality, extensive 3rd party integrations, easy to learn.
Salesforce is an industry-standard CRM. There are three major reasons that users value it. First, Salesforce’s flexibility allows users to customize the appearance and functionality of their layout. Teams can find a workflow and a page template that works best for them, rather than being limited to a single rigid format. Second, Salesforce offers integrations with many other applications like email, accounting, and marketing. Third, the onboarding process is thorough. Salesforce prides itself on making it easy to learn how to use their software.
Flexible subscriptions, intuitive UX, extensive customer support, 3rd party integrations, and secure data encryption.
This CRM offers more flexibility concerning subscriptions. Companies can access Zoho with month-to-month subscriptions rather than rigid multi-year contracts. Its user interface is also considerably more intuitive than other CRMs. Zoho offers 24/7 customer support from a team of engineers. It also provides secure data encryption to protect customer data with plenty of options for customizing user access. Users can integrate third-party applications but may need support from engineers to make it work.
Great starter CRM, customizable data dashboards, but limited growth potential.
The basic version of HubSpot is free to use, and companies can get started within a matter of minutes. For SMEs, this is a great starter CRM. It offers less functionality and growth potential but it’s easy to launch quickly. HubSpot offers data dashboards with drag and drop options to customize reports, though it doesn’t include as many variables as other CRMs on this list.
Extensive functionality, open-source and customizable.
This CRM used to be used primarily by smaller companies, but it is now popular among larger businesses with thousands of users. SugarCRM offers many of the same functionalities as Salesforce, but a notable difference is that SugarCRM is open-source. This means that any developer can access the source code, add her own integrations, and customize the software.
Intuitive UX, quite affordable, and a simple but powerful dashboard.
With 24/7 support and great training modules, Pipedrive has grown to be a major competitor with Salesforce. It’s easy to launch quickly and the user interface is very intuitive. Pipedrive is quite affordable and offers a simple but powerful data dashboard that helps get teams on the same page quickly. This CRM is used primarily by small and mid-sized businesses that prefer a lightweight interface.
Free up to two users but not many app integrations or reporting dashboards.
Mostly used by small businesses and nonprofits, Insightly is free for up to two users. It doesn’t provide many app integrations or reporting dashboards, but it can be a great CRM for freelancers or very small businesses who need to start somewhere. Insightly is well rated for customer support and can handle invoice creation, lead segmentation, and sales reports.
Implementing strategies like job rotation and job redesign will create new employee opportunities within the company without having to raise salaries, saving the company money overall. In order to gauge the success of these strategies, take a look at developing a structure for KPIs that measure employee engagement: Employee Health Index, turnover, retention rates, and Employee Net Promoter Score (eNPS).
Not technically a CRM but provides powerful free relationship-building tools.
While not technically a CRM, LinkedIn offers many powerful relationship-building tools that should not be overlooked. Anyone serious about their business will be active on LinkedIn. Its connection functionality allows users to visualize networks by industry and customize their outreach. LinkedIn is experimenting with a more formal CRM called Sales Navigator. It is owned by Microsoft and can be effectively used at a free level.