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Which is the best CRM for you?

You know it's time to look for effective sales enablement tools when a spreadsheet is getting too cumbersome for tracking your sales process, team and all their touches with prospects and leads. If you're at this point, then one way to start is by getting a CRM. It will manage all your ongoing outreach efforts without breaking a sweat, and you'll be entirely free to focus on actually talking to people than planning for it.

Before we get to the part about which CRM is best for you, let's take a minute to figure out all the functions that a CRM can handle for you. Pick the features you like, and match it against the CRM that provides these features at a price that is acceptable for you in terms of cost vs. ROI.

                   Most Common CRM Functions and Features

I'm simply going to combine the features of the three most popular CRMs in the market today – Salesforce, Hubspot and Pipedrive. Doesn't mean you have to pick one of them. There are a lot more, including management tools for specific verticals. We'll get to that, but let's start with a laundry list of the most common CRM functions and features.

Pipedrive features: Pipeline management, email integration, activities and goals, sales reporting, sales forecasting, mobile CRM app, API, integrations, web forms, multilingual and multi-currency.

Hubspot features: Deals and tasks, contact management, lead management, email tracking and templates, marketing & sales alignment.

SalesforceIQ: Data synced from inbound & outbound emails, calendar, and Smartphone calls. Collaborate with teammates to keep deals moving forward, mobile app and chrome extension, email templates, smart send tools and dynamic scheduling, integrate with hundreds of apps.

                   Which is the Right CRM for You?

A study by researchers at UC Berkeley shows that 62.86% of B2B companies that have a CRM in place are Salesforce. The percentage is less for companies that are smaller in size, but Salesforce is far the 800-pound gorilla of CRMs.

They do have products and solutions for companies of all types and sizes. For example, as a small business, you can start with the simple and easy to setup SalesforceIQ. As your business grows and you need more powerful features and a CRM that can tackle a bigger pipeline, you can upgrade to Sales Cloud and scale as and when needed.

However, if you don't need or don't have the budget to pay for a Saleforce solution, then the range of CRM solutions available down market is far wider. Start free with Hubspot, or pay a small monthly fee per user for Pipedrive.

                   Dedicated CRMs for Your Industry

Again, you don't necessarily have to go for one of the three aforementioned CRMs. Tools and software review sites like Capterra and G2crowd have huge lists of all kinds of sales tools, including a massive list of CRMs for every type of business. There are some that are designed and built to manage customer relationships for businesses in specific industries. For example, if you happen to be a car dealer, then you choose from among automotive CRMs such as DataCar or DealerSocket. If you're a law firm, then you can take a look at Law Ruler or Practice Panther.
Which is the best CRM for you? Which is the best CRM for you? Reviewed by Parvesh Bravo on July 10, 2017 Rating: 5

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