The Best Customer Relation Software Comparison, Reviews & more
Customer relationship management (or CRM) is an approach to managing a company’s interaction with current and future customers. The best CRM solutions provide managers with actionable information to analyze customer data.
For example, CRM solutions enable companies to easily track a customer’s history, along with detailed notes about interactions that allow salespeople to improve business relationships with customers. In particular, sales teams can focus on retaining high valued customers or concentrate on priority prospects to to drive sales growth.
An important aspect of the best CRM providers is a systematic approach that compiles information from a range of different channels, including a company’s website, telephone, email, live chat, marketing materials, social media, and more. Through the CRM approach and the systems used to facilitate CRM, businesses learn more about their target audiences and how to best cater to their needs.
Benefits of Leading CRM Solutions
During the CRM evaluation process, it will be apparent that there are many various types of customer management relationship solutions. Typically, these CRM solutions fall into three different main areas.
However, keep in mind that the main objective of all CRM systems is to help organize and manage customer contacts to drive business growth.
Regardless of which type of CRM product your business chooses, they offer some of the same benefits that enable the following:
Realize which customers produce the most profit.
By analyzing buying behaviors and other customer data, businesses gain a better understanding of their best customers. Managers can differentiate between the customer who provide the highest profit margins and those that provide the most revenue.
Leaders can leverage that information to provide a better type or tier of customer service for better customers.
Analyze buying patterns.
More understanding of customer buying patterns can help identify any high-value customers so that executives can make the most out of existing sales opportunities with those customers.
Maximize per-customer profits.
CRM solutions provide data that can help lower the cost of selling to certain customers and help increase profits from those customer interactions.
The Best CRM Software Solutions
There are dozens of high quality CRM systems on the market, but typically only a few of these solutions that will be the best fit for your organization. For many, the best fit depends on the exact needs, what should be tracked, organizational behavior and processes, along with desired level of customization, customer service or price point.
Here are some of the best customer relationship management software providers on the market.
Pipedrive is a sales customer relationship management tool for small teams with big ambitions. It visualizes ones sales pipeline and ensures that important activities and conversations are not missed. Salespeople tend to enjoy working with the Pipedrive CRM solution because it is very intuitive and easy to use. Managers tend to enjoy Pipedrive because the workflow features avoid constant nagging and reminders, along with providing great sales forecasting capabilities.
Pipedrive provides a simple and visual CRM tool that focuses on the sales pipeline, so teams can:
See all deals in a visual sales pipeline.
Organize contacts and follow up every lead.
Sales forecasting for avoiding nasty surprises.
Set up in under 2 minutes, no training required.
Plus, Pipedrive integrates with the leading software and email clients, along with providing mobile accessibility for iOS and Android phones.
Ideal Users: Sales teams in search of organizational help that want a simple and powerful tool to manage the sales pipeline.
In addition, Pipedrive offers on-site and web-based deployment, along with providing mobile applications to help salespeople on the road. There is sufficient training and online support during standard business hours.
Pricing: Pipeline offers a free trial, along with the starting price point of $12 per month per user. At the low price point, users still receive full functionality, which makes Pipeline one of the most cost effective CRM solutions on the market.
SalesforceIQ aims to eliminate the tedious and manual aspects of the sales documentation process through automating data capture. The CRM solution targets sales managers that must document the sales pipeline or business development deals, so they can free time to focus on fostering client relationships.
SalesforceIQ’s algorithms use data science to surface information that is otherwise hidden in emails, invites and other sources. Afterall, the tagline of smarter selling, better relationships and points to the commitment empower teams to build sustaining relationships through technology.
SalesforceIQ provides its proprietary technology, called Relationship Intelligence, to unify client stories and identify meaningful actions to drive productive outcomes. The CRM tool:
Captures rich signals automatically.
Analyzes data and patterns to identify opportunities.
Drives actions to close more deals.
Ideal Users: teams interested in saving time, building better relationships, and making smarter decisions in sales, business development, finance, and professional services.
Social Media Integration
In addition, the SalesforceIQ solution is web-based, which is ideal for a consistent experience on any browser. Training is offered through webinars, live online support during standard business hours.
Pricing: SalesforceIQ offers a free trial, along with a starting price of $25 per month per user. SalesforceIQ offers multiple pricing packages, including a cloud-based package that integrates with Chrome.
Insightly provides small and medium size businesses with an online CRM (and project management) solution that offers efficiency, organization and increased sales. Plus, Insightly integrates with email system and maintains a tight technical base to work well with Gmail/Google Apps or Outlook 2013/Office 365.
TechValidate, an independent 3rd party analysis group, surveyed Insightly’s customers to reveal that Insightly delivers a return on investment (ROI) in less than 3 months and demonstrates that the CRM platform helps users manage contacts more efficiently, experience improved productivity, and gain clear insight into sales, while reducing costs.
Ideal Users: Small and medium businesses (1-500 employees) looking grow and now require an advanced CRM platform compared to spreadsheets and email.
• Campaign Management
• Contact Management
• Document Management
• Email Marketing
• Interaction Tracking
• Lead Management
• Project Management
• Social Media Integration
Insightly provides a web-based solution, which is fully documented for teams that want to take advantage of the customization optionality. Training is offered through webinars, live online support during standard business hours.
Pricing: Insightly offers a freemium model for up to 3 account holders, along with a free trial period as well. The standard plans start at $12 per month per user. Insightly has many users world-wide, which means there is plenty of online support and a wide range of client use cases. At low starting point, Insightly is one of the leading CRM solutions.
Desk.com provides online customer support across all channels thru their comprehensive, all-in-one customer support software solution aimed at fast growing companies. Desk.com collects and organizes customer conversations (via sites like Facebook, Twitter, Gmail, chat) into a prioritized actionable list.
Desk.com allows managers to take control of customer support through a suite of simple tools to effectively respond to customers. As desk.com says awesome doesn’t have to be hard because the CRM solution makes agents more productive, integrates with back-office systems and delivers lightning-fast service. Desk.com enables companies to:
• Help customers faster with out-of-the-box support that allows users to manage cases and help customers faster than ever.
• Help customers help themselves by sharing institutional knowledge on a self-service portal, so customers can find their own answers (saving your customer support staff time).
• Make better decisions by consolidating and leveraging company data to provide insights needed to make faster and smarter decisions.
• Scale as your company grows with 360 degree customer views, easy integrations and part-time agents.
Ideal Users: small businesses and start-up companies that want a comprehensive customer service solution.
• Call Center Management & Customer Support
• Contact & Document Management
• Interaction Tracking
• Lead & List Management
• Referral Tracking
• Survey Management
Desk.com offers a web-based solution that is focused on mobile interactions and usage. Training is offered through webinars, live online (and in-person) support with 24/7 coverage, including live customer service representatives.
Pricing: Desk.com offers a free trial period, along with starting prices of $20 per month per user (when billed on an annual cycle). There are additional plans that offer more white-labeled service and custom integrations that are also billed per user.
Freshdesk offers a fresh take on CRM solutions because it integrates with the world’s best CRM software to streamline information between sales and customer support departments. Through focusing on CRM integrations, companies can leverage the platform to sync information about any customer from an existing CRM software to the company helpdesk. The functionality allows both sales and customer service to see the ticket history!
Freshdesk aims to not only close deals, but close better deals by providing a clear picture of any customer as you respond to their support conversations from inside your help desk. Freshdesk is the customer support software that gives you everything you need to delight your customers.
• Easy to use and quick setup allows teams to provide a custom experience to clients.
• Multi-channel support enables sales and IT groups to stay on top of requests, regardless of how the client contacts the company.
• Boost productivity with workflow automatization and gamification.
Ideal Users: small and medium size businesses, along with startups or groups within enterprise companies in any industry.
• Call Center Management
• Contact Management
• Customer Support
• Landing Pages / Web Forms
• Social Media Integration
Freshdesk is a mobile and web-based CRM software tool that excels at training and customer support. Training is offered through webinars, live online (and in-person) support with 24/7 coverage, including live customer service representatives.
Pricing: Freshdesk offers a free trial, which acts as the first tier in the pricing structure because there is a free version available. The standard plan starts at $15 per month per user. As noted, Freshdesk works with other CRM solutions and aims to streamline the sales and customer service workflow.
ConnectWise is one of the oldest and most experienced…
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