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.

  • Operational CRM
  • Analytical CRM
  • Collaborative CRM

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.

Features:

  • Contact Management
  • Customer Support
  • Interaction Tracking
  • Lead Management
  • Product Catalog
  • Project Management

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.

Features:

  • Campaign Management
  • Contact/Document Management
  • Customer Support
  • Interaction Tracking
  • Lead Management
  • Referral Tracking
  • Social Media Integration
  • Territory Management

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.