CRM tools represent the perfect solution for business owners and managers who need help organizing, storing, and tracking contact, sales lead, and customer information. Nearly every business can benefit from that by giving customer service agents and other employees the ability to work together to fill a sales funnel, close deals and provide service and support.
CRM can fill a variety of roles within your business, including marketing campaign execution, invoicing, order tracking, forecasting, and performance tracking. This software can also help you monitor your competitors. As a result, CRM can reduce your operational costs while increasing employee productivity and efficiency.
Of course, the ultimate goal of CRM is to ensure that every prospect gets the right attention and priority and every customer enjoys the best experience when dealing with the company and its brand. If you need to increase your closing rate and satisfy your customers, you should consider the following five CRM tools to help you run your business.
Zoho is the CRM many businesses choose for its great value. The basic version is free, but filled with feature. This plan has multi-channel support so you can use it to unify all your customer related activities including phone calls, live chat, social media, email and face to face.
Zoho also offers visitor tracking and email analytics to use with your marketing and sales campaigns. When you know what your customers see, you can find new ways to engage them, close sales and provide great support.
While many people find Zoho a good choice for small companies, this cloud-based application also has a version that supports corporate enterprises.
Some people recognize Salesforce as an enterprise CRM, but well-known software brands also have feature-packed small business solutions. An all-in-one solution can provide your company with contact management and lead generation, opportunity management and sales forecasting, workflow automation and collaboration tools.
You’ll likely find that the Salesforce platform is easy to customize and easy to navigate, so your employees can spend their time working instead of figuring out how to use their software. Salesforce can also grow with your company so you don’t have to disrupt your business to switch to a different CRM.
The options available for Salesforce CRM can customize your software to suit industries such as finance, healthcare, and retail. As a cloud-based CRM solutionSalesforce enables your team to work together wherever they are.
Highrise, another cloud-based CRM, emphasizes and supports managing three main business categories. The software makes it easy to manage contacts while giving your team the ability to work together on tasks. With Highrise, it’s easy to record all your communications, so customer service agents and other employees can easily access customer history information.
Tall building integrated works well with popular business applications including email, FreshDesk, and FreshBooks, giving you the opportunity to manage most of your company without changing windows. Apps help your team eliminate redundancy by providing a central location for processing tasks and storing information.
Highrise’s simple interface ensures that your employees are willing to use the software to become productive quickly.
Dynamics CRM consists of several separate applications that work together to support sales, field service operations, customer service activities, marketing, finance, and operations. Each application has a familiar interface, so employees know how to navigate their menus and screens instinctively.
As a Microsoft product, Dynamics CRM can easily integrated with Office 365, increase the productivity of your employees. It can support your company and help your entire team create and execute smart marketing strategies while collaborating and interacting with each other and your sales funnel. By incorporating enterprise resource planning, the software goes beyond traditional CRM functionality.
Dynamics CRM is equipped to gather social insights and other data which makes it an essential tool for campaign management and business intelligence. In addition, this application comes in an on-site and cloud-based version.
Teams with experience with CRM often find Podio a great choice. The app has a layered and customizable structure that makes its potential almost limitless. Within the Podio environment, users have the ability to create their own tools and workspaces, so they can find a way that suits them while contributing to team efforts.
In many ways, Podio’s interface looks and feels like Facebook, so the CRM has a natural appeal to social media users. When your whole team is on board, Podio keeps everyone up to date with all your prospects and contacts.
All customers journey documented in the software, so you can gather information from the web and assign responsibility to each name. Without leaving the app, your employees can create and manage their transaction pipelines and print sales reports.
Being a customizable CRM, Podio allows you to see only the features you need, so everyone can stay focused on their work.
CRM software streamlines your business workflow, optimizes the use of your human capital, and helps you protect company knowledge from employee turnover. You’ll soon discover that the benefits of CRM tools can make your business more competitive and profitable than you ever thought possible.