CRM Roundup and Reviews

CRM Roundup and Reviews

BY ATOMIC | APR 18, 2023

CRM systems are important for businesses today as they help monitor and analyze customer interactions. With so many options available, selecting the right CRM can be overwhelming. In this blog, we review three top systems — HubSpot, Pipedrive, and Salesforce — and provide tips on how to choose the best CRM based on your sales team’s workflow and desired features. Read on to learn more about our top picks for CRM systems.

CRM Roundup and Reviews

Simple contact monitoring may be all that’s needed to back up the sales and support efforts of a fledgling company. However, CRM may provide even more benefits to businesses. The whole customer relationship may be monitored, analyzed, and audited with the aid of a CRM, from the point of sale to the content of support conversations to the notes taken by regional sales representatives during client visits.

You may choose the best customer relationship management system for your company by reading about our top recommendations for such systems below.

Our Top Picks

1. HubSpot

When it comes to inbound marketing, HubSpot is a household name. Businesses are aided in their efforts to grow their user bases via editorial material. HubSpot also provides excellent generic CRM tools.

In general, HubSpot is a pretty user-friendly platform. HubSpot offers marketing, sales, support, and content management system (CMS) tools. Automated marketing is a great tool for keeping your brand in the minds of consumers. Marketing statistics are also included for your convenience.

HubSpot’s sales section is where you’ll find features like a meeting calendar and sophisticated customer relationship management (CRM) tools. Service is responsible for all client feedback, knowledge bases, help desks, and tickets. What a content management system (CMS) does is allow you to organize your material. HubSpot CRM is a powerful tool for enhancing interactions with customers. The HubSpot email app is compatible with both Google and Office 365.

2. Pipedrive

Pipedrive is a customer relationship management (CRM) system designed to increase earnings. The company chose this name in hopes that it would prompt thoughts of a sales pipeline, which would in turn increase sales numbers.

Pipedrive is a sales CRM, therefore it records your interactions with each client. Keep your customers happy at every stage of their journey with the help of software tools. A full set of tools is at your disposal for keeping track of potential customers and active transactions.

Pipedrive is an extremely graphical system. This includes both analytics and the tracking of the sales procedure and activities. It also has an app for both iOS and Android mobile devices. Pipedrive’s user-friendliness is a strong asset.

3. Salesforce

Salesforce is a pioneer in the field of customer relationship management software. It now boasts a wide variety of goods and add-ons. Software for managing client relationships in marketing, sales, and support are all included. For businesses of every size, Salesforce has proven to be an excellent customer relationship management tool.

All of your company’s needs may be met by using Salesforce. Salesforce is a platform that helps businesses with marketing by allowing them to create and manage email marketing campaigns. You can also establish market automation systems. Features for monitoring and updating social media accounts are included.

Teams that use Salesforce for their sales needs have better customer relationship management. Sales Cloud also includes customer relationship management software to help expedite the sales process. Salesforce offers CRM solutions for building a self-service hub for customer support. Customer support representatives may also use Salesforce CRM contact data to assist clients more quickly. Lead generation and client retention are two areas where Salesforce shines.

How to Choose a Customer Relationship Management System

Investing in a customer relationship management system is a significant decision. Your price selection should begin with understanding your sales team’s workflow and being aware of the features that might aid them.

To save the most money, you should first determine exactly what it is you want and then compare it to the various price points until you find one that is suitable. The cost of things like setup and first training, for instance, might be rather significant. Upgrades and constant maintenance may be provided.

Several CRM providers are also diversifying their offerings to include areas other than customer service. They’re shifting toward a more holistic approach to sales cycle management, with CRM standing in for the whole customer experience. The more features a tool has, the more adjustments will be necessary to make it useful to you.

When possible, it is always best to take advantage of free trials while purchasing software. The only way to grasp how CRM software works is to put it through its paces firsthand, regardless of how many evaluations or demonstrations you may have seen.

Manage Your Customers Wisely

Selecting the right CRM system is crucial for businesses today as it can help monitor and analyze customer interactions, thereby enhancing customer relationships. Our top picks for CRM systems include HubSpot, Pipedrive, and Salesforce. However, it is essential to choose a CRM based on your sales team’s workflow and desired features. If you need help selecting the right CRM for your business, contact The Atomic Agency today.

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