The ultimate aim of customer relationship management is to make your processes easier and increase your relationship with your customers. Therefore, choosing the correct cloud CRM platform for your business is a big priority. However, with so many options out there for you to choose from, it can be a very stressful process. You want an easy CRM system that covers all your needs for a reasonable price.
So, which one is the best fit for you? Insert Stephen, your CRM administrator, to answer all your questions. I’ll take you through some popular CRM platforms to help you see a few of the options that are available to you.
Salesforce is one of the most popular CRM tools because of its easy integration with other applications. It’s used by numerous businesses, and I just learned my uncle uses it for his business down in Florida. This is not a paid advertisement, but he does love it.
For one, it’s customizable. It can be adjusted to fit all the needs of your business. You’ll be able to create custom fields and workflows to match your processes and goals. It also utilizes multi-channel marketing with its wide range of marketing automation tools. This allows you to create and manage campaigns across multiple channels, such as email, social media, and mobile. You can also read the analytics that will help you adjust and collaborate with your sales and marketing teams.
Salesforce also assists you with customer support by giving you tools to organize customer complaints and service portals. This increases your effectiveness at making customer interactions pleasant. It’s great for making programs and operations simple for everyone and connecting with the community. It’s great for the education community and nonprofits.
HubSpot offers free CRM software, as well as paid plans that include additional marketing, sales, and customer service features. If I worked for HubSpot, I would market the lite version as, ”free CRM for nonprofits.” It could be a great starting point for any nonprofit because this version offers CRM, email marketing, and analytic tools.
One differentiating tool HubSpot uses is inbound marketing. Content creation, social media, and SEO tools will help your business attract potential customers. It also offers great sales management tools and marketing analytics to assist your sales teams. Knowing everything about your customer base can help you develop effective campaigns and develop a loyal customer base.
The great customer service features also set HubSpot apart. It has a ticketing system and a live chat option to help you assist your customers. This and the free version make HubSpot stand out from the rest.
Zoho CRM offers a whole suite of applications that can easily integrate with other platforms. It includes analytics, sales, and marketing tools to help you with digital marketing campaigns. Its project management feature allows you to track and collaborate on projects with your employees. The customer service software has a live chat and help desk to assist customers daily.
Zoho’s Productivity Suite is easy to use. It contains spreadsheets, word processing, and presentation software to make your team’s jobs that much easier. They are very similar to Microsoft Office and Google Workspace, so it should be easy for your team members to get the hang of.
At MLY, we use Zoho for some of our applications and media strategies, and we’ve really enjoyed it. Another unpaid promotion. It’s a great CRM solution for any big or small business. You can even get recruiting help and design your own application to use within your business. Zoho has so many great options you’d have to go check it out for yourself.
Pipedrive is a simple and easy CRM platform that mainly helps the sales side of the business. If your main goal is to increase revenue, then Pipedrive is for you. They offer pipeline management tools that allow you to track deals throughout the entire sales process. It also helps you perform follow-ups and lead scoring.
Pipedrive can easily be integrated and used alongside other tools you may use. Its customization lets you set up your own sales pipeline and process that’s unique to your business. It uses data analytics to give you suggestions on how to improve sales constantly. This allows you to refine your strategies to better target your audience and significantly improve the sales of your business.
