If we have our own business or a company, choosing the right CRM software will be of vital importance to our interests, because with it we can maximize our sales and build a smooth relationship with potential customers. From the collection of customer information to the management of customer data, having a CRM software will be of great help to us in order to achieve our goals.
As competition for leads and sales grows, sales teams and business owners require the best way to track each customer through the various phases of the buying process, and this is where CRM software comes into play. Therefore, we are going to see how these tools can help us and what are the best options that we can use.
What is CRM software?
CRM is the abbreviation for Customer Relationship Management , which we can translate as customer relationship management, which refers to the management we make of the contact data provided by the customer in their purchases, as well as the use of analysis of data to optimize interactions with them.
In this way, these programs refer to a set of software tools that can be used to improve customer interaction with a company and collect essential data about customers. Thus, it becomes the epicenter of how to manage the entire customer buying process, from the first touch of marketing to a closed sale and until the next engagement.
The use of CRM software offers us help to both store, access and manage all customer data from a single access point. This data warehouse, since it is unified, will allow the sales and marketing staff to understand the current state of the sales process. And it is that, these programs are not limited to registering the contact information of our clients. Rather, they remember the details of their relationship in every interaction . This includes data such as telephone, email and communications with other channels, such as social networks.
CRM tools for companies
Next, we are going to see different CRM software that will help us manage our company’s relationship with customers.
Pipedrive, improves productivity and the relationship with customers
We are talking about a tool to manage customer relationships. Its main purpose is to make salespeople unstoppable, organizing our business in such a way that it does not provide an excellent perspective of our sales, thereby increasing our productivity , since we can improve all workflows. To do this, it has good reports, map integration, email tracking, as well as data import and export.
Its user interface is simple, it has several customization channels and application email integration, being very flexible when making modifications and graphics. On the contrary, it is also worth mentioning that the tool does not have a function to track the response of customers in the applications. In addition, additional functions such as email, telephones, etc., have additional charges.
Pipedrive has four subscription plans so that we can choose the one that best suits the needs of our company. It also has a free trial version of 14 days by accessing its website .
Zoho CRM, compare and contrast customer information
We are talking about a customer relationship management system, whose platform allows you to connect with customers through different channels. It has sales automation tools , thanks to which we will be able to manage potential customers, contacts, deals and accounts through workflows and macros. We have customizable dashboards and reports with multiple options to compare, contrast and gain insights from customer data.
It also has an internal chat function, along with photos, notes and groups to facilitate effective team collaboration. The presence of a sales assistant powered by Artificial Intelligence, called Zia, will not be missing, which will help us predict the results of sales, detect anomalies and establish the best time to contact someone.
Zoho CRM has different price plans that can be contracted annually or monthly depending on the needs of our company. Part of the 14 euros per month with annual billing per user for its Standard plan. It also allows us to get a 14-day free trial .
Act!, controls the management and scoring of potential customers
It is a CRM, sales and marketing automation platform that stands out for having a control panel that we will be able to customize to our liking and that can be integrated into applications such as Outlook or Zoom, among others, and will not serve to prioritize our to-do list. It also has email marketing features and 170+ responsive templates. We will have the ability to track and email metrics, surveys, campaign calendars, etc.
Nor can we ignore that it has functions for the management and scoring of potential clients, event marketing, asset tracking, etc. In addition, it offers all kinds of features to automate and manage the entire workflow from start to finish. Despite its good features, its main drawback is its somewhat expensive rates compared to its competitors.
Act! It has different price plans so that we can adapt to the ones that interest us the most. Its most basic version is priced at $30 per month per user and billed annually. We can also make use of a free trial version from its official website .
Freshsales, simplify sales operations and track the customer
We are talking about a sales CRM platform that has all the functions and tools necessary to simplify sales operations . From it, we will be able to track the customer from the moment they visit the website until their final conversion. It also has Artificial Intelligence that will help us to have an overview of all current offers and highlighting those that have been able to attract more customer attention. Along with this, we will have measurable metrics that will inform us precisely about the sales performance of our company.
From these services we will have event tracking, we will be able to create personalized reports, as well as automated and personalized emails. In addition, it has a mobile application from which it will be possible to respond to potential clients, analyze panels, etc.
Unlike other options, Freshsales has a completely free version that includes contact and account management, contact lifecycle stages, integrated chat, email and phone numbers, support and a mobile app. It also has several price plans with greater functionalities that start at 15 euros per month with annual billing.
HubSpot, one of the most competitive options
It is one of the most competitive CRM tools on the market, which is characterized by having a free version and has most of the options that other competing options have. It has the basic functions to be able to start quickly, being a software as flexible as it is powerful . The system is capable of providing us with complete customization, both of the task board and of help to synchronize the marketing department.
We can register each activity that we carry out automatically, being able to see all the information about the contacts in one place. It has integration with the most popular Google applications such as Gmail, Google Drive and Calendar. We can keep the Client’s records in one place and we can also read the comments that the Client makes.
To be able to use the free version of HuBSpot, all you have to do is register on its website .
Salesmate, plan the entire customer relationship from one place
It is a CRM platform where we can connect our sales and support inboxes to receive all customer messages in one place. In it we will have functionalities that will help us automate business workflows . It has features like contact management, full call functionality, Google CRM, messaging, reporting, sales pipeline, sales and marketing automation.
Salesmate is a tool that we can completely customize to our liking, with personalized support through video, live chat, email and phone. In addition, it does not have a very high price for all the features it offers.
The platform has three price plans so that we can select the one that most interests us. Each one of them has its own 14-day free trial version , so that we can discover its content beforehand.
Which option to choose?
As we have been able to verify, we have a wide range of CRM tools with which to boost the sales of our business and improve interaction with the client and collect essential data about them. Choosing one of them will depend a little on the needs of our company, since we do not believe that there is a better one since everything will depend on what we need. We can always choose to use the different trial versions to discover the potential of each platform.
In the event that we prefer to start without spending money until we see how this CRM software affects our business, we can start with a tool like HubSpot that has a free option with a large number of features that do not have much to envy to other options. faces. Once we verify its operation, we can always obtain more functions and tools through its payment plans.
