Nowadays, having a CRM or customer management software can be the distinguishing factor between rival companies within the same industry. This is mainly due to the fact that the number of competitors has increased considerably in recent years and having a good customer portfolio is essential for success. In this sense, using a suitable CRM will facilitate coordination between the different departments of your company, which will result in an improvement of the relations with your customers.
What is a CRM or Customer Relationship Management
As we have just outlined, the benefits of implementing a CRM for your business make these software programmes very attractive tools, but what exactly is a CRM? This tool, which stands for customer management software, aims to centralize, select and organize all information relevant to customer data.
Among its functions are: contact management, recording of interactions between the company and customers (emails, calls, appointments, etc.), marketing automation, and generation of reports and analysis. In short, a CRM improves a company’s efficiency, increases sales and generates positive customer relationships.
Main CRMs for your Company
There are many different types of CRM, therefore choosing the right one depends on the needs of each company, its features and the compatibility of each software with the processes of the company. In addition, it is advisable to check the latest updates and versions available for each of them. Here are some of the most outstanding solutions out there at the moment:
- HubSpot CRM
HubSpot CRM is one of the most popular CRMs today. It is a software that allows you to store up to one million contacts, making it the perfect solution for any SMB. It is also very intuitive and can be integrated with HubSpot’s other marketing and sales solutions, making it the perfect all-in-one solution for your business.
Salesforce is another of the most widely used CRMs in the world, as it offers different functions and allows for great customization. Among its most noteworthy features is its connectivity and integration capacity, through the Salesforce Customer 360, Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud and Salesforce Platform Cloud modules, which allow the tool to be adapted to the individual needs of each company.
- Zoho CRM
This software is probably one of the most comprehensive on the market, making it suitable for businesses of all sizes. Zoho offers a wide variety of applications, such as sales, marketing, inventory management and customer service. All of these functions allow you to work in an integrated way from the cloud, making it very useful for companies starting out in the CRM arena.
WolfCRM is one of the most powerful tools on the market, and allows for the implementation of new working methods that can lead to a significant improvement in business efficiency. This software offers three plans each with its own unique approach: WolfCRM Professional, WolfCRM Marketing and WolfCRM Business. Your choice will depend on your goals and experience tools such as these.
This option is primarily geared towards improving the sales process. Its interface is very visual and easy to use, so we recommend that you choose this software if you are interested in carrying out actions aimed at improving your sales. In addition, you have a free trial, a basic plan and an advanced plan, so you can enjoy access to a greater number of functions as you learn to use the tool.
- Agile CRM
Agile CRM is another all-in-one tool, offering solutions for marketing automation, phone support, social media integration, mobile marketing, email marketing, etc., making it a very complete solution that can benefit companies of any size. Like other software, Agile CRM offers a free version and several paid plans with different applications.
To wrap up our compilation we propose Insightly, a CRM mainly oriented to SMEs that, in addition to providing the functions of a customer management software, offers an integrated project management. Therefore, it merges the tasks of sales, marketing and project processes with a customer-oriented and productivity-enhancing perspective. You can start with its demo option and then choose one of its payment plans.
Before signing up for any plan or opting for a particular customer management software, be sure to study in detail all the options available on the market. This will allow you to choose the solution that best fits the goals and needs of your business and achieve success in a much more effective way.