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Growth is the biggest challenge for most businesses. And by growth, we mean greater visibility, customers, workers, and, most importantly, revenue. Having the best CRM for growing businesses in your company can be a game-changer.
A lot has to happen to achieve this growth. One of the most important is that your company’s workflows and organizational processes must be optimized for all activities to run smoothly.
CRM (customer relationship management) software will assist you in managing existing and potential customers, allowing you to devote more time and energy to building your firm.
Before we get to the listings let’s first look at some of the qualities that make a good CRM
Customer relationship management (CRM) software can help you take your firm to the next level. You can use it to keep in touch with consumers and potential sales leads, as well as to be more organized in general.
You shouldn’t have to put in a lot of effort upfront with your CRM of choice. An excellent CRM allows you to import data from existing databases fast and easily.
Instead of wasting time manually transferring data from numerous sources, you should be able to get right to work and put your CRM to work right away.
If your staff doesn’t know how to use the CRM system, it’s pointless. When choosing a CRM solution, make sure it is simple to use, has an intuitive user interface, plenty of documentation, and good user support.
The time spent educating your staff to utilize your CRM should be kept to a minimum – after all, the main idea of having one is to increase efficiency.
If you’re thinking about purchasing a CRM, you’re probably thinking about expanding your company. As a result, whichever CRM you choose should be easily adaptable to your future requirements.
A strong CRM not only meets your company’s current demands, but also can expand with you: it should have a variety of modules, features, and integration options.
As the name implies, maintaining strong customer relationships is at the heart of every CRM. This is why a successful CRM should be more than just a cumbersome address book; it should allow you and your employees to see a complete customer profile.
You should be able to quickly respond to consumer questions and provide them with relevant services using a CRM. A CRM helps you appear more professional while also increasing your earnings.
For firms looking for CRM software, price is an obvious make-or-break factor. You want to make sure every dollar spent matters.
Don’t be concerned about the price, many CRM systems provide free or low-cost plans that you can upgrade once you’ve determined that they’re the correct fit for you.
It’s not only enjoyable to watch your company expand, but it’s also an important element of future planning. A strong CRM should allow you to examine consumer and employee activities and apply the data to your company’s benefit.
This is why you should look for a CRM that includes reporting and tracking capabilities.
In a few months, what is now cutting-edge in CRM will be outdated. That is why CRM businesses that continue to innovate and roll out new and exciting features consistently should be on your checklist.
Because there are so many options on the market, we have investigated and examined several systems to find the ones that we believe are the greatest for varied business needs.
After considering a variety of variables, we came up with a list of what we think is the best CRM for growing businesses.
Salesforce is a well-known CRM brand, and for good reason. It’s the go-to CRM for businesses of all sizes, and more so for small organizations that expect to expand and need a CRM that can keep up. It’s such an efficient CRM that we have a dedicated Salesforce Managed Service for this CRM starting at just $1500.
Salesforce is jam-packed with functionality, yet its user-friendly design makes it simple to use for anyone with any level of technical knowledge.
The account and lead management capabilities that track deals from lead to completion, as well as the built-in email connectivity with Gmail and Outlook, are highly valued by very small teams and solo business owners.
Customizable reports and dashboards update in real-time, ensuring that sales reps always have the most up-to-date information, while case management routing allows team members to move or escalate issues to other groups for a quick resolution.
You can upgrade plans as your company expands to get extra features like automatic lead scoring and collaborative forecasting for cross-team planning. Product catalogs, quotes, contracts, and sales orders may all be easily customized to fit a growing customer base or product line.
All Salesforce service plans include access to a comprehensive library of training materials as well as a user-based customer support community for crowdsourced troubleshooting and issue resolution.
As an add-on component, you can get more help and assistance, thanks to specific tools like real-time Facebook Messenger chat, which allows you to create a tailored Salesforce experience.
For salespeople that make and receive a lot of calls and need a CRM to keep track of the data generated by those calls, Freshworks is the answer.
With a single click, you can connect your existing phone number to the CRM platform or purchase a new local or toll-free number from over 90 countries. There are also mobile and vanity phone numbers available.
Call recording, call transfer, conference calling, and a widget that allows you to make calls directly from Freshworks’ sales page are all built-in phone features.
To improve the customer experience, you can establish agent extensions for quick call routing and select custom ringtones that callers will hear before the phone is answered.
Personalized greetings and phone tree messages complete the personalization and branding possibilities that make connecting with your firm a pleasant experience for your clients.
Freshworks provides a comprehensive feature set that includes deal and account management, list segmentation, email sync, and website visitor activity tracking to support sales conversations and all other customer touchpoints.
Freddy AI, the company’s artificial intelligence technology, adds predictive contact scoring, deal analytics, and intelligent chatbots to the mix.
HubSpot is a CRM for small organizations that desire the greatest reporting tools and performance insights.
This software is great for recording a variety of sales data, but the true value is in how firms can use it to improve sales force performance and make strategic business choices.
Its unlimited free plan contains over 90 report templates that you may choose from and arrange on customizable dashboards.
Deal projections, sales-funnel data, and sales-activity insights on team efficiency and individual sales agents’ success are all popular reports.
HubSpot also generates reports on team inbox chat and email interactions to provide information on response times, the time it takes to resolve a message, and how well messages are dispersed across team members.
HubSpot’s paid CRM system includes a custom report builder, allowing you to get the precise analytics you require. Custom filters fine-tune report results, even more, providing granular insights on anything from website traffic to specific deals.
Keap is an excellent choice for busy small business owners who want a CRM that is simple to set up and manage. Its migration staff will assist you in transferring your company’s data from other CRMs to Keap for free.
Its onboarding service is fee-based and includes one-on-one coaching and other training resources to get you up and running quickly.
Small and emerging firms are the focus of Keap’s entry-level plan. It contains the essential tools that businesses require to support sales operations, such as lead gathering, client invoicing, and contact management software.
The email sync with Gmail and Outlook helps you consolidate communications in a single orderly system, and the scheduling software makes setting up meetings a simple
Keap evolves with your company, so you can quickly expand the CRM’s capabilities as needed.
Upgraded plans offer capabilities like automated sales pipelines, configurable dashboards, and reporting tools that give you a better understanding of your team’s success.
SugarCRM is a wonderful solution for small organizations with specific demands that require more customization than a typical CRM can provide.
Several aspects of the software, including fields, modules, and page layouts, can be updated or updated to user specifications – no coding skill is required.
Its fundamental functions, such as opportunity trackers, forecast builders, and job schedulers, can also be customized, however, these changes may necessitate more technical knowledge.
SugarCRM’s customization possibilities work in unison with the software’s set core capabilities to assist your business to achieve optimal productivity.
Reports and dashboards provide real-time insights into the sales pipeline, allowing you to keep track of your team’s progress and make quick decisions.
The software also keeps track of a customer’s whole journey, allowing you to properly predict outcomes.
SugarCRM’s easy-to-use quotation management solution features configurable PDF templates and supports numerous currencies, which is ideal for businesses with international clients.
CRM software is a vital part of customer relationships because it allows salespeople to concentrate their efforts where they may be most effective. That can mean the difference between a lousy customer experience and one that keeps customers coming back.
The options are endless when choosing the best CRM for growing businesses. Before you make your choices, consider the setup for deployment and the technical assistance required, user minimums, usability, costs, and, of course, security aspects. We at Plumlogix offer the best CRM implementation services and recently launched our best service ever- the Salesforce Managed Service, starting at just $1500. You can check it out from here.