Therefore, your company is growing and needs a way to administer your colleagues and contacts.
It could be that you have many new businesses and you are struggling to keep up, or that inherited management tools no longer serve you. Alternatively, you might be interested in tracking the performance of your sales equipment or increasing the strength of your customer service.
You could do with a solid CRM system. Which one should you go to? We explore what a CRM system is, how to choose the right one for your business and some of the best offers in the market at this time.
What is a CRM system?
Customer relations management systems (CRM) capture customer details and monitor how they interact with their site and product.
Fule in different teams for different reasons: think that generating potential customers for sales and helping to make shape to their content.
In addition, these data are tremendously useful for you as the owner of a business because it gives you an overview of what is happening in your company.
How do I choose the CRM system suitable for my business?
Dani Conlon, head of income operations at Harper James, said that deciding which CRM buying for any scale business can be a too desired task. There are so many brands, characteristics, different functionalities, only comments on social networks, which causes the decision -making process to be disseminated and confused.
“Choosing the correct CRM first requires an understanding of the business needs and the objectives of the various departments and crucial, to whom the CRM will serve,” he said. Growth business. “For example, does the chosen CRM have the marketing capacity to adopt the management of multichannel campaigns, the automation of sales force for sales administration tasks or the capacity of customer services to build a client participation process and comments?”
Conlon recommends reviewing the following areas:
User experience
Is the system intuitive and built with the various departments and transfers in mind? User’s experience can help adoption, which is key to guaranteeing success and not the lack of CRM reset cycle.
Integration and capacity to climb
It is important that the chosen tool has the ability to grow and change with the needs of your business. The resources and budget must be considered available. Is it a platform that scale in a low benefit code for your organization?
Reports / Analysis
Reports and analysis are the vital blood of any organization, so it is vital that its chosen CRM gives you the ability to not only inform about what is happening, but also to help transform your data without processing into commercial processable ideas, allow CTE trends and trends and more trends and more trends and more trends and more tendencies and more tendencies and more trends and more trends and more. Trend trends and more. Trends trends and more. Trends trends and months.
Mobility
An excellent mobile and receptive design that can be used on the march is essential in the current and agile business environment.
Support for suppliers and local partners
Does the supplier chosen sacrifice a network of partners located for support after the initial sale is closed?
The budget also plays a role in the decision -making process. Make sure that it is not trapped with all the bells and whistles that are seen and sound very good, but in reality, they are functions that are not necessary now and are detected from the most important point of “maintaining simple things.”
It is also worth giving how many contacts can store in it and how customizable it is.
Then comes the question of going to a free package, freemium or premium. “Start a small and scale as your business grows!” Said Conlon.
Typical CRM features
When the CRM system that goes, they will tend to have similar characteristics, such as:
- Contact Management
- Lead management
- Reports and panels
- Sales analysis
- Marketing automation
- Sales forecast
- Mobile CRM
- Sales data
- Campaign management
The best CRM systems
These are some of the best market platforms. The characteristics and prices are correct at the time of writing, but there may be limited time sacrifices, so it is attentive to them.
Salesforce
Salesforce is a highly scalable CRM based on the cloud designed to grow with your business. It offers wide customization, functions with AI and perfect integrations with tools such as Office 365 and Google Apps, which support equipment as they expand their sales, marketing and service capabilities. Its package of small dedicated companies and their personalized panels provide flexibility to adapt to time. A free 30 -day test allows you to explore the wide range of platform tools, ideal for companies that plan long -term growth.
Prices (by user, per month):
Incoming: £ 20 | Pro: £ 80
Free 30 -day test available.
Creatio
Creatio offers a platform all in one unifying sales, marketing and customer service with a powerful customization without code. Its 360 ° customer view and AI promoted analysis allow companies to efficiently in the departments of customer personalized interactions. The best suitable for companies ready to invest time in configuration, Creatio admits complex workflows and data -based decision making as companies grow.
Prices (by user, per month):
Growth: £ 20 | Enterprise: £ 45 | Unlimited: £ 70
Free 14 -day test and live demonstration available.
Monday.com
Monday.com Sacrifies a flexible Ai-Enhanance CRM with drag and drag-automation pipe management and automation capacities that rationalize sales workflows. Admit growing equipment with stages of customizable offers, mass email and real -time panels. While they are rich in characteristics, the narrowest teams can find it too much, but their scalability makes it ideal for colleagues ready to automatically expand their processes.
Prices (by user, per month):
Basic: £ 10 | Standard: £ 14 | PRO: £ 24 | Enterprise: personalized
Free 14 -day test available.
Pipeline
Pipedrive is an easy -to -use CRM and sales centered designed for efficiency and growth. Its characteristics enabled for AI, extensive integrations and customizable pipes allow equipment to administer potential customers and effective agreements as they climb. The price per seat sacrifices flexibility for the cultivation of personnel. It is a great option for companies that seek to increase sales productivity without complexity.
Price (per seat, per month):
Essential: £ 14 | Advanced: £ 39 | Professional: £ 49 | Power: £ 64 | Enterprise: £ 99
Free 14 -day test available.
Near
Close is a simple CRM adapted for small businesses and new rapid companies. Combine calls, SMS, email and administration of potential clients on a platform with rapid incorporation and an orderly interface. Is
Prices (by user, per month):
Essentials: £ 29 | Growth: £ 82 | Scale: £ 115 | Enterprise: personalized
Free 14 -day test available.
Capsule
The capsule sacrifices a simple and combined solution of CRM and task management ideal for smaller equipment that is prepared to grow. It admits sales monitoring, exchange of documents and integrates with Office 365, while offering mobile access for productivity on the march. Less rich thought in characteristics than some competitors, their growing limits in contacts and pipes make it a good entrance point for companies that are constantly scale.
Prices (by user, per month):
Free (up to 2 users): £ 0 | Incoming: £ 14 | Growth: £ 27 | Advanced: £ 42 | Ultimate: £ 60
Free 14 -day test available.
Additional reading
What is CRM and what does it do? Growth Business Guide for CRM: Growth Business Magazines 9 of the most popular CRM systems to hook their customers and follow potential sales customers
The 4 C of CRM: Are you ready? – The SwiftPage CEO, John Oechsle, describes the 4 CS of customer relationship management
How to climb your business quickly? What does the scale mean? How do you know when you are ready to climb and how do you grow up quickly?
