A great CRM system can make a huge difference for your business. It can help you get more clients, be more organized and generally help you get better results for your business. But with all the different CRM systems available, how can you choose the best one for your business? Here are some of the best CRM systems available on the market:
SalesForce aims to help you boost your sales productivity by up to 36% while using their products. They offer various CRM options depending on your businesses’ needs and they are one of the most popular cloud-based CRM providers on the market, having worked with companies like Just Eat, Spotify, Facebook and many others.
One of my favorite features of SalesForce is their smartphone apps. In this busy world, the ability to access any service on the go, directly on your mobile, can make a huge difference. SalesForce also integrates with your email application, which allows you and your team to continue working as you used to.
There are plenty of other features that rightfully make SalesForce one of the top cloud-based CRM systems available – you can start a 30 day free trial right now to learn more about them and see if it works with your business.
InfusionSoft is not just a CRM system, but a all-in-one sales and marketing software specifically designed for small businesses.
It allows you to keep organized all of your contacts, appointments and tasks, all in one place. Once you add a contact, you can add as many notes as you want, different tags that will help you better organize everyone in your contacts list, set up appointments, to do lists, follow ups, and assign them to different members of your team. Another great feature is that you can automate your marketing, which will help you attract more leads while you have time to do other things. You can set up InfusionSoft to send targeted emails automatically to your leads and customers. Infusionsoft has a variety of other useful features, but we’ll just stick to CRM for now.
Although InfusionSoft is a very efficient software, it’s safe to say you might not think it’s the most consumer-friendly. However, once you get the hang of it, it can really help improve your business. You can also set up 4 1 hour free calls with InfusionSoft members to ask any questions you might have and learn more about how to leverage the software.
Highrise is an extremely easy to use and straightforward CRM system. Due to its simplicity, I would definitely recommend it to beginners and start-ups.
Highrise allows you to store up to 30,000 contacts and, for each one, you can add your own notes, email conversations between the two of you, and all of their details as well as tags that will help you identify each contact more easily. You can also easily set up follow ups, and arrange to get an email or even a text so you can be sure to never forget to follow up on a new business opportunity.
It’s quite a basic CRM system, but what is great about is it’s simplicity and ease of use – something that is quite difficult to find in many CRM systems! As they like to put it, “your address book doesn’t do enough. CRM software tries to do too much. That’s why we built Highrise.”
Workbooks is a Web-based CRM system designed for small and mid-sized businesses. They also offer a series of Business Applications also designed for small and mid-sized businesses that when used together with their CRM system can help you increase your sales, productivity and performance. They work with businesses in various sectors, ranging from finance to not-for-profit organizations, or from construction to insurance.
Workbooks offers various tools for different stages. You can use it to generate more leads and maximize your ROI, start marketing campaigns and integrate with Google Adwords. Your sales team can make full use of the various sales tools, such as activity management, opportunity tracking, pricing and forecasting.
You can also use Workbooks to manage your customer support more effectively, by managing all of your enquiries, allocating case numbers and even priority levels.
Overall, Workbooks is a pretty great CRM system, that is easy to set up, easy to use and has some great, useful features.
Data entry can be a huge pain – and the bigger your business, the bigger the pain. Close.io aims to help their users avoid data entry as much as possible. There is auto-logging of calls, email and activity, so that you spend less time entering data. You can also make and receive calls with just one click and not only are these calls logged automatically, but also your lead information pops up when the phone rings so that you know exactly who you’re talking to.
There are three different options, but all three of them allow you to add contacts, leads and opportunities and allow for 2-way email integration. They also offer Windows and Mac native apps to make your lives easier. However the more you pay, the more features you get – a phone number, call audio recording, unlimited international calling and much more.
What is your preferred CRM system? Which ones have you tried and what were your experiences with them? Let us know in your comments!
Listed in Forbes as one of the top 20 women social media power influencers and likewise as one of the top social media power influencers, she is one of the most dynamic personalities in the social media market, she actively leverages ethical online marketing for her clients and for Socialable.
After launching her first business within three years of becoming a mother, her financial success was recognised by being a finalist at the Best MumPreneur of the Year Awards, presented at 10 Downing Street. Following a resultant offer and wishing to spend more time with her daughter, she sold her first business to focus on social media, developing a multi-site blog and online marketing portfolio that generates in excess of 600,000 + page views per month.
A business owner, social media consultant, internet mentor and genuine digital guru, Lilach is consulted by journalists and regularly quoted in newspapers, business publications and marketing magazines (including Forbes, The Telegraph, Wired, Prima Magazine, The Sunday Times, Social Media Today and BBC Radio 5 Live). What’s more, her books have achieved No 1 on Amazon for Sales and Marketing and Small Business and Entrepreneurship.
When Lilach isn’t working she enjoys spending time with her family and is an avid fan of Zumba.
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