Product and service reviews are conducted independently by our editorial team, but we sometimes make money when you click on links. Learn more.

The Best CRM Software of 2020

By Simone Johnson,
business.com Writer
| Updated
Oct 21, 2020

Looking for the best CRM software? We have easy-to-read, expert unbiased reviews and feature comparisons of the best and cheapest programs.
Featured Sponsor
Four pricing plans
Click-to-call service
SMS integration
Featured Sponsor
Landing page builder
Built-in e-commerce tools
QuickBooks integration
Contact Management
Lead reports
Drag-and-drop features
Live demo option
Enterprise
Market share leader
24/7 support
Numerous popular integrations
Best Overall
Easy customization options
Multiuser portals
Real-time reports
HubSpot CRM
Free
Read Review
G Suite integration
Variety of email templates
Ideal for sole proprietorships
Looking for the best CRM software? We have easy-to-read, expert unbiased reviews and feature comparisons of the best and cheapest programs.
Updated 10/21/20

This page was updated to add two more questions to its FAQs section.

Customer relationship management (CRM) solutions help sales teams manage leads, log communications and build campaigns. While such systems were once used exclusively by enterprises with thousands of dollars to spend on software products, the proliferation of affordable SaaS systems has opened the CRM world to small and midsize businesses. Low-cost CRMs lack some of the features more expensive solutions offer, but they are typically easy to implement and manage.

 

Find the Right CRM Service for Your Business

Fill out this questionnaire to find vendors that meet your needs.
How We Decided
Our team spends weeks evaluating dozens of business solutions to identify the best options. To stay current, our research is regularly updated.
65
Considered
25
Researched
5
Selected

Compare Our Best Picks

  Salesforce HubSpot Keap Less
Annoying
CRM
Zoho CRM
Free trial 30 days 14 days 14 days 30 days 15 or 30 days
Maximum number
of contacts
No limit Up to 1 million 50,000 to over
1 million (no limit)
No limit, but under 50,000 recommended  No limit
Email
features
Automated
email and
meeting tracking
Templates for
building out
email campaigns
Automated
email options
Automated
email marketing
Custom email templates
Starting price

$25 a month per user

Free $79 a month $10 a month per user $12 a month
per user

Our Reviews

Freshsales: Featured Sponsor

Freshsales is a customer relationship management software solution by Freshworks that makes it easy for businesses of all sizes to attract, manage, close and nurture their leads. With an intuitive user interface and an expansive feature set, including built-in phone and email, artificial intelligence-based lead scoring, visual deal pipelines, intelligent workflow automation, and customizable visual reports and dashboards, Freshsales gives businesses everything they need to manage their sales without having to juggle multiple tools.

Keap: Featured Sponsor

You can set up automated processes that send messages to new leads.
Keap's marketing campaign builder allows you to automate any sales or marketing process you design.
Keap does not offer customer support over the phone on weekends.
Visit Site
Keap is on a mission to simplify growth for millions of small businesses. For 18 years, Keap has helped small businesses get organized so they can deliver great service and close more business. Keap's award-winning CRM solution serves more than 200,000 users globally. We're in the business of helping you grow yours. Step up to all-in-one sales and marketing software designed for growing service-based businesses, ranging from entrepreneurs and startups to larger teams. Keap's platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business and delivering great service.
Read Review

Less Annoying CRM: Best for Contact Management

Less Annoying CRM integrates with Mailchimp, which allows you to automate your email marketing campaigns.
Less Annoying CRM provides screenshots, demos and tutorials of the program.
Less Annoying CRM does not offer as many sophisticated features as some other programs.
Visit Site

Less Annoying CRM is ideal for small companies because of its direct and compact design that allows you to get up and running in no time. This lightweight program is inexpensive and provides the key components of a quality CRM program. Less Annoying gives you room for unlimited contacts, the ability for different teams to collaborate, lead and pipeline management, and project management opportunities, all for $10 per user per month. 

Less Annoying CRM offers a 30-day free trial. There are no contracts, so you can cancel your service at any time for no penalty. It only offers one subscription plan, showing you exactly what you'll get from the program for one straightforward price. 

Less Annoying CRM's features include an out-of-the-box functionality tool, which is basically training materials to help you get the software up and running. This is designed to keep setup and implementation time to a minimum so your team can begin using the program right away. 

Less Annoying offers a wide range of integrations with programs that small businesses find valuable, like Mailchimp, Outlook, and Google Calendar and Contacts. You and your team can also directly import information from your Excel sheets into the program without any hassle.  

Part of what makes Less Annoying special is its simple interface. Unlike some CRMs, it is not an intimidating tool, and the home screen is organized in a very transparent way. To add contacts, you only have to type in the information, and then the dropdown creation wizard organizes the rest of the information for you. This gives you more time to focus on following up with leads and other aspects of your business.  

One of the drawbacks of Less Annoying for some is the same reason others love it. Its simplistic design can seem restricting, and users looking for comprehensive features may feel like Less Annoying CRM doesn't offer enough. Reporting and analytics features are limited, and there are basically no forecasting tools. 

Additionally, Less Annoying CRM does not have a call center within its program. The program does not offer a drag-and-drop pipeline either, and it's a very DIY program compared to other CRMs.  

However, Less Annoying's customer service is top-notch. It is easy to get one of its representatives on the phone, and they are polite and direct. When we spoke with a representative, they explained both the limitations and benefits of the program. They asked several questions to tell whether this program would be a good fit for our business. They were dedicated to helping us understand their services and, in a lot of ways, reflected their CRM. The conversation was very clear and transparent. The company also has a stellar online reputation, scoring an A+ with the Better Business Bureau. 

Less Annoying is a very adaptable program that all users can navigate with ease. An in-depth breakdown of the product is available online, which allows all potential customers to view screenshots, demos and tutorials. The website also includes 15 videos that break down each function. All of this provides a great way to learn about the software before you commit to it.

More

Salesforce: Best Industry Leader for Enterprise

Salesforce product categories can integrate with one another as users need.
Through Salesforce's 24/7 support and configuration services, your team can begin using the CRM quickly with the guidance of technical experts and resources.
Users often complain about Salesforce's confusing interface, which can make the software difficult to use initially.
With nearly 20% of market share, Salesforce is the name that comes to mind first when you mention customer relationship management solutions. The sheer number of features, third-party integrations and add-on options makes this CRM ideal for large businesses with diverse and evolving needs. Once implementation is complete, Salesforce offers users a beautifully designed product that's speedy, powerful and highly customizable. The software giant is increasingly acquiring smaller companies and regularly rolls out new and improved features, so if you're looking to compete with enterprise-level businesses, Salesforce has you covered.
Read Review

Zoho CRM: Best CRM Overall for Small Businesses

Zoho CRM offers popular integrations, including GoToMeeting, Twilio, DocuSign and Eventbrite.
Users have access to customization features like custom views, page layouts, buttons and conditional fields.
You must subscribe to a support program if you want 24/7 support.
Affordable and beautifully designed, Zoho CRM looks and feels like a lightweight CRM solution, but it packs in a surprising number of high-end features and customization options. Since this CRM is part of the Zoho SaaS family, it can be used on its own or in tandem with other Zoho apps and services, and it is compatible with many popular third-party social media platforms as well. Built-in collaboration features, like the shareable calendar and file repository, make this CRM ideal for small teams and multitasking individuals. For these reasons, it earns our best pick for small business overall.
Read Review

HubSpot CRM: Best Free Version

HubSpot offers training materials for onboarding, certification overviews, courses and an active forum with community user groups.
Users can call a contact directly from the system with the click-to-call feature.
Reporting features are a bit restricted compared to other programs.

HubSpot is our recommendation for the best free CRM software because, although it comes at no cost, it offers everything users need in a quality CRM solution.

Part of what makes HubSpot such a unique program is its free CRM solutions, which are comprehensive and not restricted in user numbers. You can store up to 1 million contacts in this free program, which is ideal for solopreneurs and tiny businesses looking for quality CRM software without fees. 

HubSpot offers all-around functionality, incredible online resources and robust tools for small businesses. Its reporting dashboard gives you important company insight, and its features for deal tracking and pipeline management also help you and your agents stay on top of your consumer data. This gives your sales team a better and easier user experience. 

This CRM program is free forever, but if you are interested in upgraded plans, there are four more pricing options: Marketing Hub, Sales Hub, Service Hub and CMS Hub. Based on how many users you have, pricing ranges from $50 to $3,200 a month for these additional services. 

This CRM offers a variety of free templates that users can choose from to build email campaigns, websites and blogs, making your company's online communication with your clients more uniform. Meanwhile, HubSpot Academy can give your team a better understanding of what the CRM has to offer. It provides documentation and training materials, courses, and an active forum with community user groups to help new users gain a better feel for the program.  

Like many CRMs, HubSpot offers a built-in click-to-call tool. This means that when a client's information has been added to their card, users can call the client directly from the system. They may also record the call if they like, which is automatically logged in the client's timeline. This makes it easier for sales reps to remain up to date on their clients. 

The implementation and setup is an easy process. HubSpot can sync with Outlook or Gmail, no coding required, so you can seamlessly import all your contact data. 

You can also filter and view contact cards and communication timelines, and keep track of live notifications. HubSpot offers automatic sales logging, contact and lead management, and customizable sales pipelines. 

HubSpot's customer support team was very helpful to us, even offering to follow up with our team to discuss the program further. Representatives were quick to respond and encouraged us to use the demo to gain a deeper understanding of the service. The representative we worked with was very knowledgeable and patient throughout the conversations. 

More

Costs of CRM Software

 

There is a world of CRM pricing options for small businesses to explore. There are free and inexpensive CRMs, which are best for small teams and microbusinesses, and often offer upgrades as needed. There are also heavy-duty CRM platforms that are priced higher and offer more functionality, flexibility and scalability.

The amount you spend on a CRM system should be a balancing act between your current needs, your potential future needs and what you can afford. Most cloud-based services list the price per user per month but bill annually, while most native software products have a flat one-time, per-user fee. Some software companies further complicate pricing by offering add-on products and services, storage upgrades, mandatory training and implementation fees, and automatic upgrades. Make sure you fully understand the pricing structure of any CRM product before making your decision, and specifically ask about automatic upgrades, storage limits and user limits.

Here's our mini guide to give you a sense of the general price range of CRM software:

  • Inexpensive cloud CRM systems often have a free version for up to 10 or so team members. Usually, entry-level paid subscriptions begin at around $10 to $15 a month per active user.

  • Midrange cloud CRM subscriptions tend to run from $20 to $40 per month per user. These systems will meet most small business users' needs. If ultralight solutions aren't working for you, step up to this level.

  • Enterprise-level cloud CRM products are available for about $50 to $75 per user each month. These types of systems often offer higher levels of customization, more features, and personalized customer support or training services.

  • High-end cloud CRM subscriptions can run upward of $250 a month per user, but such services are not necessary for most SMBs.

  • Client-hosted CRM software can run you well over $900 per user. These CRMs should only be adopted by organizations that have strong reasons for requiring a system hosted on their own premises.

It's good to consider how many members of your team will need to access the CRM. As with most business software and cloud services, the fewer users you need to onboard, the less expensive your service will be, and the easier it will be to make a lighter CRM work for you.

Negotiation Tips

The more you know about the type of CRM product you need and what is available to users like you, the easier it will be to find the best deal.

Most CRM software for small businesses offers structured pricing based on features and number of users, but getting multiple price quotes and asking for discounts is always worth a try for a small business. Larger businesses or those with a prominent public image may be able to negotiate for freebie features, extra customer support or add-ons in exchange for displaying the CRM on the "products we use" section of the business's website. In general, though, subscription fees are what they are.

If you're deciding between two levels of subscription services that a single CRM company provides, it may be worthwhile to inquire about creating your own custom plan. Again, though, CRM providers may only be willing to do this for large and high-profile clients.

Buying Guide

Benefits of CRM Software

A major benefit of using CRM software is to gain an understanding of what your customers want from your business. This keeps you from wasting time guessing what their needs are.

A CRM system gives you the tools to organize all of your customer data in one place. It ensures you have a full picture of your current and potential customers, their needs, and detailed records of what you have discussed with them in the past.

CRM software is a great way to strengthen those consumer relationships and personalize the way you market to them. It is also a big help to your marketing, sales and customer service teams, letting them organize customer data more efficiently and move through their sales tasks quickly. 

Which CRM Features Do You Need?

CRMs run the gamut from lightweight services intended for quick and easy customer relationship and lead management to powerhouse systems with integrated e-commerce solutions and advanced analytics.

While many small business owners worry that they'll sign up for a product that doesn't offer enough functionality down the road, these concerns are often overblown. Higher tiers of service and add-on features are nearly always available. Also, while more features and functionality may seem inherently better, too many options within a system can be overwhelming, make the implementation process longer and more complicated, and cost more than necessary.

If you already know what you're looking for and why you need it but want to narrow down your options, begin by asking yourself (and your team) these questions:

  • Should we have workflows with built-in multilevel approvals?
  • Will we need to email clients directly from the CRM? What sales tools do we need?
  • Do we want something that can be used out of the box, or do we want to do lots of customization ourselves? If we do want to customize our own system, how much API access do we want?
  • Who will be the primary software admins, and what comfort level do they have in that role?
  • How much are we willing to spend, either per user or on an annual basis?

Whatever your needs are, list them out in addition to the answers to these questions. Also list any integrations you need (including proprietary legacy software, if applicable), and ask the CRM company how such integrations are achieved before you choose a product. In some CRM systems, for example, integration with an outside solution is as simple as clicking a few boxes; in others, you must use a third-party tool (like Zapier) to click your way through the integration. Some even require hands-on coding to make integrations happen.

It's important to understand which key functions a CRM should offer so you can make sure you're getting the most out of the program. These are some of the most important features:

Automation

You want to use a program that automatically executes actions based on data in the program. For example, when a customer fills out a form, your CRM should automatically send the message to the appropriate sales representative. After the message is received, the CRM should send a notification that the message was received. Workflow automation takes the tiny details and extra work off of your plate and allows your sales tasks to run smoothly.

Reporting Tools

Reports help you understand the state of your sales and marketing work. Information like the number of leads or sales you get within a certain timeframe or how many outbound calls your team makes can help you improve your processes. Moreover, it allows you to make more informed decisions about your company. 

Customer Data Management

Understanding your customer is a big part of your business's success, and customer data management features help you organize that information in a clear way. Well-organized, easily accessible data on current and potential customers will help you build better relationships, which ultimately has a positive effect on your business.

Customization

When a program is customizable, you can pick the features you want in your package and arrange your dashboard, reports, extensions and plugins to your liking. This creates a more flexible, comfortable user experience for you and your team. 

Integrations

Third-party integrations connect your CRM software to other programs you use, which saves you the time of switching between apps and manually inputting data you've already stored in other software.

The best way to determine the features you require in a CRM is to list what you want to be able to do with it. Technology should never be adopted simply because it's current or common, but because it solves a specific problem. If you cannot outline in detail what you want to do with your future CRM system, and why you want to adopt one in the first place, you may not be ready to implement it.

By outlining your needs ahead of time, you stand a much better chance of getting a product that does what you need without overpaying for features you'll never use. You can always upgrade – a company will never refuse to sell you more features in the future, so address your most pressing needs first and go from there. Keep in mind that when you're not a customer yet, nearly everyone you talk to is a sales rep, so treat their advice accordingly.

CRM Software Comparisons

In our quest to find the best CRM software available, we tested full-featured solutions and lightweight cloud products side by side so you can decide what's best for your business. There are advantages and disadvantages to either type of CRM software. As with any business software, the more features and functionality a product has, the more in-depth the implementation process is. Additionally, highly customizable systems often require more knowledge to set up than out-of-the-box solutions, which are designed for small, less tech-intensive teams. However, while lightweight systems are easier and cheaper to implement, businesses that are expanding may outgrow such systems quickly. 

Once we assessed the most desirable features CRMs offer small business owners, we compiled a list of more than 65 established CRM software companies. In the first elimination round, we compared factors like pricing, CRM tools, small business focus, customer service and customer satisfaction to establish the 25 strongest contenders from the initial list.

Next, we vetted our top 25 CRM companies against each other to select the ultimate winners. We created a numeric score based on features available (assessing four different categories of features in all) and also noted qualitative differences in areas like standout features, training and implementation resources, ease of use, speed of setup, design, cost of additional features, selection and ease of integrations, tiers of service available, and level of technical skill required for high-level use.

 

 

Customer Relationship Management (CRM) Software FAQs

What is the estimated timeframe to implement a CRM solution?

Ideally, implementing a CRM should be fast, but several factors may prolong the process, like how well your team adapts to the program, how much you want it to integrate with other programs you use, and how much data you need to transfer into the software. Depending on the system, implementation can take anywhere from six weeks to four months, and training can take up to two weeks.

What is the difference between a marketing automation and CRM platform?

With marketing automation, users can schedule and manage marketing campaigns, like email campaigns and business-to-consumer interaction. A CRM platform is more of a database and contains information on your customers, like how long they've been working with your company, their purchase records, phone conversations, and records of their email correspondence with your sales or customer service representatives.

What are examples of CRM software?

Any tech solution or program that assists businesses with their client management and communication is considered a CRM. Leaders in the CRM software industry include Salesforce, Zoho, HubSpot and SugarCRM.

Why is CRM software important for a small business?

Incorporating CRM software into your business is vital to your company's consumer relationships. It allows you to personalize the way you market to your clients, it tracks communications with your clients, and it provides tools to organize the data efficiently. Building customer connections is key to the growth of your business, so it's important to have a system in place to develop and manage those relationships. 

What does CRM offer to marketing, sales and customer service teams?

A CRM helps your sales and consumer service team enter contact information about your customers and track their interactions with your business. Additionally, it can help your team manage marketing campaigns and find sales opportunities.

What kind of customer information is being collected?

In a CRM system, the information from customers includes phone numbers and addresses. Some systems record phone conversations, allow for discussion notes and track follow-up appointments. A CRM also provides marketing, sales and customer service information, like targeted marketing campaigns and customer insights. 

What steps should your sales team follow when a lead is assigned to them?

When a lead is assigned to your sales team, research the person or business to assess whether they're a worthy sales prospect. This is how you should prioritize your leads. Then, if the lead is a business, find the person within it who will make the final decisions about buying your product. Schedule a meeting with the appropriate individual and discuss what your prospect is looking for to see if you can fill a need for them.

What is a CRM implementation process?

The CRM implementation process happens when the platform you choose is ready to install. The process includes setting up the software with your company's preferences and transferring the information you may have in a different CRM solution. Additionally, you want to make sure the CRM integrates properly with any other programs it will interact with, such as your email marketing service, social media networks, online calendars, business phone system and customer success software.

The final stage of the implementation process is properly training all of your employees in how the CRM platform works. If the actual users don't understand all the ins and outs of the software, the CRM will never show its true worth. It is critical to spend the necessary time getting every one of your staff who will be using the platform up to speed on how it works.

After the CRM has been up and running for a few weeks, you should revisit how it is operating to make sure it is meeting all of your needs and your employees are comfortable with it, and then address any trouble spots.

How do you build good relationships with customers using your CRM?

Make sure your CRM is storing all of the key data points on your customers. This will allow you to tailor all your interactions to their specific needs. Customers want to feel special; they don't want the companies they work with to treat them as just another sale. A CRM allows you to make sure you remember previous conversations, have all of the relevant contact information, and know where each customer is in the sales funnel. This means that the next time you connect with a customer, you can focus on the next steps without revisiting information that has already been explained.

Additionally, you can set your CRM to remind you when it is time to connect with a potential customer. For example, if you tell a contact you are going to call them in three weeks, instead of just adding it to your calendar, you can have your CRM send you reminders that you need to reach out to them.

State of the Industry

In the last two decades, it's become harder to answer the question "what is CRM software?" It's grown from a glorified digital contacts repository to a powerful tool that businesses of all sizes can use to manage goals and tasks interdepartmentally. By aligning sales, marketing and inventory assets, CRM makes it easier for businesses to grow strategically and sustainably.

The proliferation of user-friendly and cloud-based CRMs has led to the adoption of CRM across many industries and increased innovation among competing software companies. Today, the landscape is dominated by feature-rich, easy-to-use CRMs that offer scheduling features, streamline the email marketing process and offer visual data reports. For small business users, the priority is often ease of implementation, and companies have picked up on that. Easy-to-use systems for small businesses without extensive in-house tech expertise have become the holy grail for SaaS providers, CRMs being no exception.

Increased demand for such solutions has led to industrywide growth. IBM reported in its corporate blog that, as of 2017, CRM was a $36 billion industry, with Adobe (27%), Salesforce (21%) and Microsoft (20%) leading the market share, and that 87% of all CRM systems marketwide live in the cloud. The trend of moving from natively hosted software to cloud systems is evidence of the changing tide in business software, away from strictly enterprise-level systems and toward customizable solutions that businesses of all sizes can use.

Community Expert Insight

The right CRM can have a great impact on your business. Sanket Abhay Desai, digital marketing consultant for ItsOnlineMarketing.com, found HubSpot very beneficial. It improved his customer conversions by 7% and is the CRM of his choice.

"Its marketing module makes marketing automation very seamless," he said. "HubSpot's marketing component called Workflow helps structure drip campaigns and follow-ups very easily. Testing different landing page templates and CTAs within Workflow is also very easy and intuitive."

Rameez Ghayas, digital marketer at PureVPN, also thinks the best CRM programs are straightforward and agile, easily allowing users to focus on their customer relationships instead of data entry. When Ghayas was seeking a quality CRM, he considered how fast and easy setup was, ease of use, level of maintenance required for the program to remain up to date, seamless integration, and customer intelligence features to show you which leads are hot. It is for these reasons that he currently uses automated sales CRM Salesflare.

"You won't have to manually input data anymore, as Salesflare integrates with your email, calendar, phone, social, web, company databases, etc.," Ghayas said. "It's a sales CRM that fully automates customer info and timelines."

Stephanie Riel, marketing automation consultant for RielDeal Marketing, uses HubSpot for similar reasons.

"I like that there are a plethora of free tools and resources, including contact management, tasks and activities, reporting, and more basic tools," she said. "Their interface is also very user-friendly for those without much previous CRM experience. It is a great introduction to CRM for small business owners that scales at a moderate price point for the functionality."

Riel said HubSpot's real-time support is also amazing. "Their team is accessible and helpful as you're using the system."

Before she chose a CRM, Riel tested out Salesforce as well and found the interface difficult to navigate and confusing. She said she also had trouble receiving help from its support tools.

Our Methodology

Once we assessed the most desirable features CRMs offer small business owners, we compiled a list of more than 30 established CRM software companies. In the first elimination round, we compared factors like pricing, CRM tools, small business focus, customer service and customer satisfaction to establish the 10 strongest contenders from the initial list.

Next, we vetted our top 10 CRM companies against each other to select the ultimate winners. We created a numeric score based on features available (assessing nine different categories of features in all) and also noted qualitative differences in areas like standout features, training and implementation resources, ease of use, speed of setup, design, cost of additional features, selection and ease of integrations, tiers of service available, and level of technical skill required for high-level use.

 

 

What to Expect in 2020

According to the CRM giant itself, Salesforcethe future of CRM software will involve further aligning sales, marketing and operations around common goals informed by advanced analytics. Many CRM systems will begin to focus on improving the customer experience as much as the internal employee experience, which has historically been the focus of such software. CRM programs will be more streamlined and include more integrations as well.

More artificial intelligence and machine learning features, like chatbots and automated responses, will eventually become the norm, but such features are likely to spread through the upper echelon of CRMs before trickling down to the less expensive options. Use of AI in CRM is expected to grow by over 250% within the next two years. This will reduce the need for manual data entry and therefore human error.

Mona Bushnell contributed to the researching, reporting and writing in business.com's review of CRM software.

Simone Johnson
Simone Johnson,
business.com Writer
See Simone Johnson's Profile
Simone R. Johnson was born and raised in New York City. She graduated from the University of Rochester in 2017 with a dual degree in English language media and communications and film media production. She has been a reporter for several New York publications prior to joining Business News Daily and business.com as a full-time staff writer. When she isn't writing, she enjoys community enrichment projects that serve disadvantaged groups and rereading her favorite novels.

community answers

Have a question related to CRM services?
Get advice for your business with experienced experts in our community.
Ask The Community
What are some of your pain points with third party CRM?
7 Responses
Brandon Krieger
Brandon Krieger
Answered
Hi Bill, There are the pros and cons of a lot of CRM systems. What I look at is cost and return. If you are looking for a free type solution or a lower cost solution for smaller businesses you have to think in simple functionality 1) Does it track the lead 2) Is there a sales process you can setup 3) reporting 4) Mobile accessible 5) Support From there use it and build the business. This way as your business grows you move towards a better solution going from...
More
What is your preferred CRM system and why?
7 Responses
Dr. John Elcik
Dr. John Elcik
Answered
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. As System Administrator for a Salesforce installation I created twelve Dashboards, 385 custom reports, the development of contract data in Salesforce and a general reconciliation of customer data with multiple silos of information. It was easy. I also took advantage of Salesforce's AppExchange...
More
Join the business.com community.
  • Tap into our network of business professionals to help achieve your goals.
  • Get reliable advice on the direction to take your business.
  • Find dedicated experts to scale your business.
At what point will I need to switch over to a CRM system?
19 Responses
Wayne Bidelman
Wayne Bidelman
Answered
The sooner the better. There are relatively inexpensive ones that can still be powerful (I know of one that is $20 per month). I started with relatively low-priced one, and then when I needed more functionality than the one I had, I migrated to another one. There are usually easy processes for integrating your existing database onto a new system electronically. With a CRM or not, you must always have a consistent process for staying in touch with your prospects (sometimes called a 'drip...
More
Where do you keep your customer list if you don't use a CRM software?
11 Responses
Tom Fox
Tom Fox
Answered
You might ask yourself the real purpose for a CRM. There are plenty of data bases to store information, you could have avoided the Excel issue with auto backups and duplication... the real value in a CRM is to track and propel the selling process. Set times to call back, or to prospect, separate prospects and clients, track significant facts or personal data about clients but more so to track the progress in your selling process. Maybe the question really isn't if your business is too small for...
More
What is the difference between a marketing automation and CRM platform?
23 Responses
Nancy Seeger
Nancy Seeger
Answered
CRM software is sales-focused, while marketing automation software is marketing-focused. Customer relationship management (CRM) systems measure and analyze customer data throughout the customer lifecycle. The goal is to improve the business relationships with your customers. - Think analytics, upsells, service levels and support. All activities of a CRM are based around keeping customers longer and happier. There are larger software systems, usually with an emphasis of keeping all of the...
More
Back to Top
Back to Top