What is the best CRM to use and why?
I own a web design and online marketing agency. I am looking for advise for the best suitable CRM for my company. Based on your own past experiences, which one do you suggest I opt for?
Currently I'm using Teamgate. Previously I used Salesforce, but is too expensive for my business and confused for employees.
John - you first need to decide if you are going to use a cloud based vs. locally based CRM.
I would also think about
- what exactly you want the tool to do for you
- what your budget is
- what other tools are you currently using for your business (email marketing, emails, calendar, bookkeeping etc.) you want to make sure that you can get as much integration as possible.
For example, if you are looking for a CRM that will help you with sales or manage a sales team PipeDrive is an excellent cloud based CRM at great value that integrates with MailChimp and Google. If you are looking to start out with a free tool (again cloud based) Insightly is a great basic all around CRM that integrates with MailChimp and Google as well.
I would suggest you answer the bullet points above first, then start looking at what tools will do the job.
Hope that helps.
Hire Dr. John I agree with his recommendations---Whatever you choose try to make it as custom as possible and you may wish to design your own after using the fundamentals of some already in use...
Have used Bitrix24 , for a small company like yours , i would recommend a free service , Bitrix24 gives 12users free .
In addition to the social integration and telephony integration i think it is better than others .
In addition to all this , it is on cloud servers so if you have field sales officers , it is the CRM i would recommend ,
I assume that this discussion is about 'Customer Relationship Management' and would like to state from my experience that there is no 'One Size Fit All' solution for this, unfortunately. Every client is different and so is every request. The best CRM solution will always be the one that is accessible, bespoke, dynamic and scalable to the least. You can start practicing with the existing CRM tools available but eventually, at a matured level, you must develop your OWN, tailor-made and copyrighted CRM tool at your disposal; preferably cloud-based. This effort would be worth every penny in long run, believe me! All the best and Way to go...
I think it depends quite a bit on what you need the CRM to do for your business. I've used Salesforce in several organizations and with good reason. They are an excellent CRM system, which integrates with just about any third-party application. That's very helpful, but they can be quite expensive, too.
Our company uses a little known CRM named On Contact. It's not as robust as Salesforce, and does not integrate easily with third party applications like Marketing Automation. But, it works great for our business because it allows for a great deal of customization. That customization was very valuable to integrating with our internal applications, and allowed the flexibility to make it do what we needed, not the other way around. Do I wish it integrated with our marketing automation easily? Of course, but I can get that built in when we're ready for it.
Good luck with your CRM search.
I'm using Salesforce...but I'm testing out SugarCRM (on my server) as an alternative. Salesforce is just too expensive when you start adding in more users and plugins.
I tried VTiger as well, and it just wasn't the quality I needed in a CRM. I like the flexibility that SugarCRM and VTiger provide. Since I can download the code and install it on my servers, I can program it to do anything I want. That's pretty powerful.
In my career I have used Salesforce, Act, Commence and Maximizer for extended periods of time. When working with teams Salesforce has been my favorite as it allows for easy customization and deployment. But Salesforce is expensive starting at $25 monthly, per user.
Lately, my needs have been more personal and modest and I've come to favor Insightly which is noteworthy for being free for up to 3 users. If you outgrow the free account; Insigntly is $7 monthly, per user. I consider this affordable.
Insigntly is a little bit more like home for a Salesforce user. I love custom fields. Custom fields are extra data fields you can add to all contact, organization, opportunity and project records to capture additional information when creating and saving those records. You can add additional fields per record in either text format, date format, or chosen from a list of options you specify. This is unusual flexibility in a "free" product. But I'd opt for Insightly's paid account. With it you get tight integration with Google Apps through their popular Insightly gadget, seamless sync with Google Calendar and Google Contacts, and easy access to Google Drive. You also get QuickBooks Online integration. Users can view any customer payment status and history within Insightly. Dual data entry is eliminated. Also, you have a single view operational and financial view of your customers and their account status, invoices and payments. This is awesome stuff.
My favorite Insightly feature is its social media integration. [This would be a must have for an online marketing agency] I simply put in a contact’s email address and it finds virtually every social media profile related to the email address. I see Twitter content and my contact’s public LinkedIn profile. Also, I can explore my contact’s public profile on Facebook, Google+, FourSquare, etc. Awesome! Try it for yourself.
I have a natural affinity to finding quality low-cost solutions. Being an online marketing agency you might be interested in specialized CRM for agencies. I don't see much difference but if you want to learn what one such company offers, I'd check out Base CRM. See:
I think the difference may be some specialized reporting. But at $25-125 per seat/month I'm skeptical that they can do enough to justify the difference between themselves and Insightly at its very reasonable $7 monthly, per user.
Finally, I would like to share with you a universal truth. The best CRM product in the world is the one you already know. Change is difficult.
- The Pragmatic Web Designer
It really depends on the specific needs of your business. In general, I would suggest Microsoft Dynamics CRM because of its versatility and ability for it to be customized by a Microsoft software provider. It does cost more than other CRM systems, but worth it if you need a more extensive platform for your business. I believe you can try it out for 30 days.
We've had pretty good results with ZOHO. However there's a learning curve, so you need to stick with it. The UI is quite well organized and (to these eyes at least) a lot easier on the eye and more user-friendly than (e.g.) salesforce.com.
Another great - and free - solution that we've deployed for clients (though not used ourselves) is SugarCRM. I don't think it's an easy-to-use as ZOHO, but it runs on pretty much everything and the UI is pretty decent. I'd advise against trying to deploy it yourself - it's not for the faint-hearted! - unless you don't need any customizations of 3rd party integration. The only thing we didn't like was that it wasn't particular fast when lots of people (more than about 30) were using it at the same time.