Customer relationship management software has continued to adapt to market behavior and the demands of professionals. Today, there are a large number of CRMs designed to keep up with the evolution of business enterprises. If you want to know how to choose a CRM, you must first identify the needs of your structure by looking at the commercial plan.
Depending on your sales goals, you can choose a CRM
that offers the best features in the area you want to strengthen. Some CRMs
have the functionality of improving customer relations. Other more specific
CRMs focus on the implementation of a business strategy, a sales process or
even on products and/or services. So how do you choose the right CRM solution
and what are the best CRMs for businesses?
How to choose a CRM for your business?
A CRM is a management tool designed to improve
customer relations. To put it simply, a company with a sales activity or which
provides services to a more or less targeted clientele can use a CRM. This is
used to store customer data. The structure can thus define better sales
strategies if it knows how to exploit this data.
Define your needs
Although most CRMs incorporate more developed
functions, the software will not be of much use if the company does not devote
time and resources to processing this data. For example, we can talk about the
fact that the support of a Data Analyst team is welcome for a more in-depth
analysis of the information collected. The intervention of the marketing branch
is fundamental to define strategies and launch more relevant commercial
operations.
So, before choosing CRM software, ask yourself the
following question: do you really need support in your sales process?
Choose a CRM adapted to your company
CRMs can be classified into three categories.
- Analytical CRM focuses on customers. The information collected is very rich and detailed. It is easier to improve customer relations through personalized offers. In addition, an analytical CRM includes modules for classifying and segmenting customers.
- Strategic CRM requires the intervention of the marketing branch, but this type of CRM greatly improves the customer experience and loyalty thanks to more targeted campaigns. With a good business strategy, sales operations are easier to organize. Also, retaining a customer is less expensive than finding new ones.
- Finally, there are operational CRMs. These are more complex, but the many features they offer are very effective. We can notably cite the fact that an operational CRM makes it possible to automate certain sales processes or tasks related to customer service.
VSEs and SMEs tend to start with a free CRM, but there
are not many that offer interesting customization. A CRM is supposed to cover
all areas where a business interacts with its customers and other business
stakeholders, and a free CRM does not meet this criteria. However, a company
can hire IT developers to build its own CRM. But, this option is time
consuming, not to mention the cost is very high.
Consider CRM Hosting
When choosing a CRM, the question of the hosting mode
arises because more and more companies have their own data server. There are
two types of CRM depending on its type of hosting. On the one hand, there is
the CRM in license mode which uses a local server. On the other hand, there is
the CRM SaaS (“Software as a Service”) which stores data in the Cloud. Cloud
CRMs are more accessible. In addition, there is no risk of data loss, and these
are updated automatically.
The best CRMs on the market
Dolibarr: free and Open Source software
Dolibarr is one of the best free Open Source CRMs. It
includes several hundred add-ons. These are extensions that you can add to the
software. Dolibarr is both an ERP (Enterprise Resource Planning) and a CRM. As
the CRM is distributed in Open Source, users can modify the software
themselves. In addition, they also have the possibility of suggesting
modifications if they do not have the means or the necessary capacities to do
so themselves. If this solution appeals to small and medium-sized businesses so
much, it is because everyone can contribute to its improvement.
An all-in-one solution
This CRM solution appeals to professionals thanks to a
multitude of features available for download. largely free. Of course, you
don't have to install them all. Activate only the modules you need the most.
The software is regularly updated to allow users to benefit from ever more
innovative features. The possibility of extending the software yourself remains
its major asset. Dolibarr includes a module creation wizard. There is no need
for knowledge of IT development or coding standards. For more specific needs,
it is quite possible to customize its code.
A solution for all businesses
The application can be hosted in two ways depending on
business preference. Indeed, Dolibarr can be used both locally and in SaaS
mode. The software is available on all operating systems (Windows, Mac and
Linux) and on all platforms. In addition, this Open Source software makes it
easier for users to collaborate with each other.
Axonaut: a solution for French startups
Axonaut is very easy to use. It not only covers
business operations but also accounting. The software also includes features
that greatly contribute to improving relations with suppliers and business
partners of the company. In addition, Axonaut provides users with functions
that are very useful for administrative management. Recurring tasks can be
automated. In addition, this CRM solution also has a free customer service to
help new entrepreneurs in their day-to-day business.
Customers are at the center of Axonaut CRM software
French startups get started more easily with this CRM
solution. Indeed, the success of a commercial enterprise is based on its
ability to sell products and/or services. Axonaut focuses on a sales management
strategy to strengthen the acquisition of new customers with a multitude of
very useful features for prospecting, all grouped in a single interface. Thus,
the software makes it possible to strengthen the links with the customers.
Among the most interesting features of the Axonaut
CRM, we can mention the integrated agenda which allows you to establish in a
simple and organized way the interviews with the various commercial actors. The
software also includes a ticket management module that helps manage customer
loyalty.
Axonaut: functionalities for administration and human
resources management
Axonaut is a very ergonomic software. Its all-in-one
interface provides an overview of the entire sales process. It is a real
project management tool. With its accounting support functions, it can also be
used by your accountant. Everything is synchronized because the software is
accessible online. In addition to customer data, it is possible to integrate
employee-related documents into the software. You can store their identity, pay
slip, remaining leave balance, etc.
weclapp: cloud-based CRM and ERP software
weclapp offers an innovative solution, namely an ERP
Cloud platform that facilitates CRM management, accounting or stock management.
Many companies from various sectors trust it. This software from Germany is
dedicated to SMEs as well as startups.
The security of your data comes first at weclapp
One of the reasons why more and more customers are
using the services of weclapp is the importance that this service provider
places on security. With regard to data backup, for example, the data is stored
in accordance with the strict German data protection regulations in Frankfurt.
In addition, the weclapp data center itself has some important certifications
such as the ISO 27001 standard. In this context it should also be mentioned
that all data is transmitted using SSL encryption, which increases the security
of your data. The same is true for the “Backups” which are made every day.
Many benefits like value for money and customer
support
Other advantages of this cloud-based solution are the
fast implementation and the fact that you can access it from anywhere and by
any device. This allows you great flexibility, especially with regard to
teleworking.
In addition, what represents another considerable
advantage of this tool is its excellent quality-price ratio. The weclapp Cloud
CRM is available from 15 euros per month and per user. You can also test it for
free without obligation for 30 days. What is also reassuring for you as a user
is the fact that weclapp places great emphasis on customer support. This translates
into free webinars led by its specialists, individual training or even
assistance by e-mail.
Support your business growth with Hubspot CRM
Hubspot supports you by focusing your attention on
your marketing strategy. The software intervenes throughout the sales cycle so
that you can develop your business with peace of mind. In addition, this
solution includes a training and technical support team to help you improve
your marketing strategy.
Put an inbound marketing strategy in place with
Hubspot
Hubspot stands out with its inbound marketing
solution. It is a marketing technique aimed at bringing in the customer rather
than launching commercial campaigns. The goal is to convert visitors into
qualified leads and then into customers, thanks to a single platform. To do
this, the software uses content creation devices and improves your visibility
on social media platforms. You can track the behaviors of your customers. This
makes it easier for you to identify which Internet users are likely to become loyal
customers. After that, all you have to do is launch more targeted advertising
campaigns.
A multitude of tools to facilitate customer relations
In the era of digital and social networks, customers
no longer have the same expectations. The consumer trend is constantly
changing. Also, companies must adapt to the risk of being overtaken by events
or by another competitor.
With Hubspot, focus on the quality of your customer
service. Customers should remain your one and only concernCustomers are at the
center of Axonaut CRM software
French startups get started more easily with this CRM
solution. Indeed, the success of a commercial enterprise is based on its
ability to sell products and/or services. Axonaut focuses on a sales management
strategy to strengthen the acquisition of new customers with a multitude of
very useful features for prospecting, all grouped in a single interface. Thus,
the software makes it possible to strengthen the links with the customers.
Among the most interesting features of the Axonaut
CRM, we can mention the integrated agenda which allows you to establish in a
simple and organized way the interviews with the various commercial actors. The
software also includes a ticket management module that helps manage customer
loyalty.
Axonaut: functionalities for administration and human
resources management
Axonaut is a very ergonomic software. Its all-in-one
interface provides an overview of the entire sales process. It is a real
project management tool. With its accounting support functions, it can also be
used by your accountant. Everything is synchronized because the software is
accessible online. In addition to customer data, it is possible to integrate
employee-related documents into the software. You can store their identity, pay
slip, remaining leave balance, etc.
weclapp: cloud-based CRM and ERP software
weclapp offers an innovative solution, namely an ERP
Cloud platform that facilitates CRM management, accounting or stock management.
Many companies from various sectors trust it. This software from Germany is
dedicated to SMEs as well as startups.
The security of your data comes first at weclapp
One of the reasons why more and more customers are
using the services of weclapp is the importance that this service provider
places on security. With regard to data backup, for example, the data is stored
in accordance with the strict German data protection regulations in Frankfurt.
In addition, the weclapp data center itself has some important certifications
such as the ISO 27001 standard. In this context it should also be mentioned
that all data is transmitted using SSL encryption, which increases the security
of your data. The same is true for the “Backups” which are made every day.
Many benefits like value for money and customer
support
Other advantages of this cloud-based solution are the
fast implementation and the fact that you can access it from anywhere and by
any device. This allows you great flexibility, especially with regard to
teleworking.
In addition, what represents another considerable
advantage of this tool is its excellent quality-price ratio. The weclapp Cloud
CRM is available from 15 euros per month and per user. You can also test it for
free without obligation for 30 days. What is also reassuring for you as a user
is the fact that weclapp places great emphasis on customer support. This
translates into free webinars led by its specialists, individual training or
even assistance by e-mail.
Support your business growth with Hubspot CRM
Hubspot supports you by focusing your attention on
your marketing strategy. The software intervenes throughout the sales cycle so
that you can develop your business with peace of mind. In addition, this
solution includes a training and technical support team to help you improve
your marketing strategy.
Put an inbound marketing strategy in place with
Hubspot
Hubspot stands out with its inbound marketing
solution. It is a marketing technique aimed at bringing in the customer rather
than launching commercial campaigns. The goal is to convert visitors into
qualified leads and then into customers, thanks to a single platform. To do
this, the software uses content creation devices and improves your visibility
on social media platforms. You can track the behaviors of your customers. This
makes it easier for you to identify which Internet users are likely to become
loyal customers. After that, all you have to do is launch more targeted
advertising campaigns.
A multitude of tools to facilitate customer relations
In the era of digital and social networks, customers
no longer have the same expectations. The consumer trend is constantly
changing. Also, companies must adapt to the risk of being overtaken by events or
by another competitor.
With Hubspot, focus on the quality of your customer
service. Customers should remain your one and only concernation. The software
provides you with more than 500 applications to manage the rest. In addition,
respond to more requests thanks to the support of Hubspot. Hubspot's
"Conversations" tool allows you, for example, to group your mailbox
and all of your messages from social networks. You can associate a recipient
with a customer, which allows you to have real-time contextual information.
Do not waste time on unnecessary entries with noCRM
noCRM is not like other customer relationship
management software. This rids you of almost all input operations. Indeed,
these make you waste a lot of time especially if your company has a lot of
customers. Not being a classic CRM software, noCRM is not difficult to use. Its
interface is very easy to understand. Opportunity is the key word of noCRM.
Indeed, this solution allows you to save profiles from a list, a business card
or social networks in your database without you having to enter all the
information.
noCRM: a proactive solution
The software is in fact a web page accessible
anywhere, from a computer or a smartphone. Data is stored in the cloud. The
software also allows you to import customer data in multiple ways: from an
Excel file, a database, social networks, etc. NoCRM adapts to your structure.
It offers rates in accordance with different sizes of companies, whether VSEs,
SMEs or large companies.
A tool for sales teams
Easy to learn, noCRM is also very simple to use. By
wasting less time with typing, users can engage directly with their customers.
The software also allows you to create dedicated sales funnels. So you can
assign sales reps to a list of target customers. Among other things, this
allows demanding managers to follow the progress of sales operations more
effectively. For example, they know where each member of their prospecting team
is and which clients are affiliated with them. In addition, the noCRM calendar
application allows you to define commercial follow-up actions. Everything is
synchronized online so that all the teams are well coordinated.
Pipedrive: a successful sales operation with the right
tool
Pipedrive customer relationship management software
gives you a much better view of your entire customer base. This way you can
identify the customers most likely to bring you the most profit. The software
interface showcases your most requested products and services. It is up to you
to identify the best way to act to increase your turnover. Pipedrive already
provides you with all the necessary information. The software notably uses web
extensions such as chatbots, live chat devices, online forms and prospectors.
Succeed in online prospecting with Pipedrive
Even if your business does not sell online, online
prospecting has become essential. Pipedrive lets you consolidate information
about your customers and other business stakeholders into a single tab. The
software is designed so that the most important customers are highlighted.
Create personalized offers to better reach your
customers
With an extensive customer portfolio, you can create
personalized offers to reach the maximum number of customers. Thanks to
Pipedrive, launch more effective advertising campaigns. With a global view of
your business operations, you identify more quickly what type of customers are
consuming what type of product in particular.
In addition, you can follow the evolution of
operations throughout the sales cycle, because the software keeps track of
customer behavior. When did the customer withdraw? Why did he withdraw? Does
the product not interest this type of customer? Should other types of customers
be targeted? Should we review the offer as a whole? Pipedrive helps you
identify the problem and define the strategy to turn the situation in your
favor.
Choose Salesforce to define personalized marketing
strategies
Salesforce is a SaaS-type CRM solution. The collected
data is stored in the Cloud. The software optimizes collaboration between the
various stakeholders in your structure. Plus, Salesforce includes an integrated
platform that gives you a holistic view of all your business operations.
Get closer to your customers using Salesforce CRM
Strengthen the relationship you have with your
customers and exceed their expectations.
Salesforce puts your full attention on sales
operations. Based on data collectedcustomer feedback, you have the ability to
create more relevant offers. Thus, you maximize your chances of success by
offering products or services that the customer needs.
In addition, Salesforce stands out from its
competitors by its experts who can, if you wish, advise you throughout your
business operations.
Cross-departmental collaboration powered by Salesforce
This customer relationship management software covers
all of your marketing operations with sales. It also offers other features used
by your customer service, e-commerce team and many others. Thanks to very
powerful analysis features, you better understand the data and you can extract
useful information and even predict the behavior of your consumers. Thus, your
team works faster and you accelerate the development of your turnover.