Andrew MartinYour business either has customer relationship software (CRM) or could benefit from implementing a program. Consumers today expect a frictionless experience when they purchase products and services. CRM allows businesses of any size to improve their customer service and streamline their workflows. It is also invaluable if your company has remote workers who need access to a central data hub.
The CRM market is expanding rapidly and is expected to grow by 14.27% between 2020 and 2027, which demonstrates customer demand for an enhanced service experience. To meet this demand, the industry has produced a number of superior CRM software programs.
This article provides an in-depth look at how customer relationship management (CRM) software can significantly improve your business operations. You’ll discover the benefits of CRM, its key role in enhancing customer experience and streamlining workflow, and explore eight top CRM platforms that could be ideal for your needs.
Key Takeaways
- CRM software centralizes customer information, offers advanced analytics, boosts customer retention, automates repetitive tasks, and enhances customer segmentation.
- The CRM platforms discussed include Teamgate, Salesforce, Pipedrive, Nutshell, Hubspot, Monday Sales CRM, ClickUp, and Capsule CRM.
- The choice of CRM should reflect your company’s unique needs and requirements. It’s crucial to understand why you need a CRM, conduct thorough research, test customer support, and choose a solution that solves your specific business challenges.
- Teamgate is a versatile CRM solution that caters to businesses of all sizes. It is lauded for its advanced features, affordability, and a customer-centric approach.
Contents
- The Benefits of Sales CRM Software
- 8 Top Sales CRM Choices
- How to Find the Right CRM
- The Teamgate Advantage
- FAQs: Best Sales CRM
The Benefits of Sales CRM Software
Implementing a Sales CRM system offers numerous advantages for your business. Here are the key benefits:
Centralized Customer Information
A CRM system centralizes all vital customer information into a single, accessible database. This ensures that every department and location can view the progress of a customer’s current transaction and their complete history, improving collaboration and customer service.
Advanced Sales Analytics
With advanced sales analytics capabilities, CRM software transforms vast amounts of client data into actionable insights and informative metrics. These include bounce rates, click-through rates, and demographic information, enabling data-driven decision-making.
Increased Customer Retention
Retaining existing customers is more cost-effective than acquiring new ones. CRMs facilitate seamless data sharing, allowing employees to address issues proactively and alerting staff when it’s time to engage clients for product updates or closing sales, thus enhancing customer retention.
Sales Automation
A robust CRM system automates repetitive and error-prone tasks such as sending sales emails or creating service tickets. This allows your staff to focus on higher-value activities, like providing excellent customer service, ultimately boosting productivity.
Improved Customer Segmentation
CRM software enables precise customer segmentation, allowing you to tailor communications based on demographic and interest groups. Personalized emails and calls are more effective than a generic approach, leading to better customer engagement and satisfaction.
A CRM system empowers your business to focus on sales and service, enhancing customer satisfaction, saving time, reducing labor costs, and increasing profits.
8 Top Sales CRM Choices
Teamgate CRM
Teamgate CRM is tailored for small-to-medium sized sales organizations, offering a comprehensive platform for sales and lead management. It excels in streamlining sales processes through its efficiency, ease of use, and robust analytical insights.
With Teamgate, you can conveniently and effectively manage your contacts. The platform centralizes email and live chat communication, and allows you to import your contact database from multiple sources. Additionally, Teamgate enables personalization of your CRM profile with custom fields and tags.
Teamgate CRM Pricing
Teamgate has three subscription offerings for your scaling business:
- Starter: Free for up to 2 users.
- Team Plan: $39.90 per user, per month
- Growth Plan: $59.90 per user, per month
Onboarding and training is included in the monthly subscription fee.
Teamgate CRM Reviews
Critics praise Teamgate for it’s award-winning value-for-money, exceptional customer service, and ease of use, frequently highlighting its unrivaled out-of-the-box analytics and sales insights.
Salesforce CRM
Salesforce is one of the best-known CRM programs. It offers various CRM products that focus on sales and marketing efforts. Depending on which package you choose, you’ll be able to manage your accounts, contacts, and leads, integrate your email, and automate various tasks.
Salesforce Pricing
- Essential: $25 per user per month
- Professional: $80 per user per month
- Enterprise: $165 per user per month
- Unlimited: $330 per user per month.
- Einstein 1 Sales: $500 per user per month.
Other add-ons and onboarding are also available for additional costs.
Salesforce Reviews
Whilst many customers and prospects highlight concerns around Salesforce pricing and complexity, once up and running, customers are often relatively satisfied.
Pipedrive CRM
Pipedrive Pricing
- Essential: $24 per user per month
- Advanced: $39 per user per month
- Professional: $64 per user per month
- Power: $79 per user per month
- Enterprise: $129 per user per month.
Pipedrive Reviews
Pipedrive is an affordable and popular option within the sales CRM realm. Many existing customers rave about it’s ease of use, and affordability, although experiencing frequent down-time and a lack of customer support.
Nutshell CRM
Nutshell CRM promises easy implementation with no IT department necessary. It offers powerful automation, unlimited data storage, no user caps, and no contract service. The company also emphasizes its customer service.
Nutshell CRM Pricing
- Nutshell Foundation Plan: $19 per month per user
- Nutshell Pro: $49 per user per month
- Nutshell Power AI: $59 per user per month
- Nutshell Enterprise: $79 per user per month.
Nutshell CRM Reviews
Nutshell strengths include its affordability and ability to pay month to month with no contract. This strength plays well to start-ups and SMBs, however questions remain about scalability of the platform long-term.
Hubspot CRM
Hubspot is another popular entry in the CRM field, offering a number of important features, including data sync, programmable automation, data quality automation, SEO recommendations, and website themes.
Hubspot CRM Pricing
- Sales Hub Starter: $20 per user per month
- Sales Hub Professional: $100 per user per month
- Sales Hub Enterprise: $150 per user per month
Hubspot CRM Critics
Hubspot is a sophisticated program that earns high marks from users needing a sales and marketing tool. Whilst offering a free CRM platform, buyers are to be aware that pricey add-ons are a necessity to gain true CRM functionality.
Monday Sales CRM
Monday Sales CRM offers a centralized client data hub and is customizable to your sales cycles. It also offers automation and instant overviews of transactions and sales histories.
Monday CRM Pricing
Monday CRM pricing includes a minimum of three seats. Pricing below includes price per seat and minimum total spend per month:
- Basic Plan: $10 per user per month, minimum spend $30 per month
- Standard: $15 per user per month, minimum spend $45 per month
- Pro: $25 per user per month, minimum spend $75 per month
- Enterprise – negotiated with sales team
Monday CRM Critics
Monday Sales CRM shines for small businesses with a project management focus with a modest budget.
ClickUp
ClickUp is another well-reviewed option for your CRM needs at a very basic level. Clickups primary focus is on assisting teams to collaborate on projects and tasks, however these tools can be re-purposed to provide a basic CRM functionality.
Clickup Pricing
- Pricing: Free Forever option capped at 100mb of storage
- Unlimited: $10 per user per month,
- Business: $19 per user per month
- Enterprise: Negotiated by the sales team
Clickup Critics
ClickUp offers truly affordable options for small to mid-size businesses, but be weary of the high learning curve and limited CRM feature set.
Capsule CRM
Capsule is an online CRM that contains the most important CRM features but does away with those that are less essential. They provide a streamlined service that promises 24/7 access to the sales pipeline dashboard, as well as calendar and task management.
Capsule CRM Pricing
- Starter: $21 per user per month
- Growth: $38 per user per month
- Advanced: $60 per user per month
- Ultimate: $75 per user per month
Capsule CRM Critics
Capsule is an affordable CRM that allows you online access to many of the key features you want in a CRM with limitations on customization, automation and analytics.
How to Find the Right CRM
Your choice of CRM should reflect your company’s unique needs and requirements to operate efficienctly. Whilst many CRMs offer unique and sometimes over-the-top features, you should only pay for solutions relevant to your business problems. Whilst pricing is a key factor, of course, you still do not have to pay outrageous rates to get an effective CRM program. The following are some important and recommended stages in finding the right CRM for your business needs:
Understand Your ‘Why’
First understand your current sales process and why you need a CRM. Is there factors you need to improve? Is there processes that needs to change? Can you even answer those questions without an effective CRM?
Secondly, will the CRM you are considering assist with your why? If the solution does not fix the problem, continue to look elsewhere.
Do Your Research
Research the CRMs on the market. Whether its reading blog articles, customer reviews or testing the CRM with a free trial, ensure you have all of the information before making your decision.
Test the Customer Support
If you are able to start a free trial – reach out to customer support and ask for help. Do you get help straight away? Do you speak with a human? Are they responsive? How willing are they to help? These are all factors which should impact your decision-making criteria.
The Teamgate Advantage
FAQs: Best Sales CRM
- Which CRM is best to use in analyzing sales?
- Teamgate has won multiple awards in part for its intuitive tracking and analysis of your sales team’s productivity. Salesforce and Pipedrive are also given good marks in this category.
- What is sales analysis software?
- Sales analysis software determines sales patterns, individual performance, geographic and demographic influences, and other factors that impact your company’s success.
- How are analytics used in sales?
- Analytics should inform all of your sales decisions, including which products to produce, sell, discount, and retire. It also gives you clear insight into the productivity level of your sales team and individual members. Analytics takes the guesswork out of your sales program.
- What is the best tool for data analytics?
- A CRM with inlcuded analytics is definitely the best tool for businesses of all sizes to strengthen and streamline their sales process. Due to it being co-located with your sales information and data, users are able to access in analytics in real time.
- What is the best sales CRM for small businesses?
- Several CRM platforms cater to small businesses. Teamgate and Monday Sales CRM are known for their modest cost and effectiveness, while ClickUp offers basic CRM functionality at affordable pricing. However, the best choice depends on your specific needs and budget.
- What should I look for in the best sales CRM?
- The best sales CRM should offer centralized customer information, advanced analytics, customer retention strategies, automation, and effective customer segmentation. It should also have excellent customer service and be user-friendly.
- Are there any free options for the best sales CRM?
- Yes, some CRM platforms offer free versions with basic features, such as HubSpot and ClickUp. However, these may lack some functionalities compared to paid versions, and add-ons may be necessary for complete CRM capabilities.
- What is the best sales CRM with advanced analytics?
- Most CRM platforms come with advanced analytics. Teamgate is highly rated for its in-depth analytical insights, making it a strong contender for the best sales CRM in terms of data analysis.
- How does automation factor into the best sales CRM?
- Automation is a significant feature of the best sales CRM as it allows staff to avoid repetitive tasks, focus on customer service, and streamline workflows. Platforms like Nutshell and Teamgate excel in providing powerful automation features.
- Which is the best sales CRM for ease of use and customer service?
- Teamgate ranks high in terms of ease of use and customer service. It also provides out-of-the-box analytics and sales insights. However, the best CRM will depend on your specific needs and preferences.
- How does the best sales CRM aid in customer retention?
- The best sales CRM aids in customer retention by making data sharing easy, which enables your team to identify and rectify issues before they escalate. CRM platforms like Salesforce and Teamgate have features designed to enhance customer retention.
