That is a very big question to answer. Let me qualify my answer by saying that I work with a company that is certified in both Salesforce.com and Microsoft CRM. Although I don't believe that these are the only two good packages on the market - I certainly have my biases and believe that both of them are the best two to choose between. WIth that said, you need to ask yourself some questions: (1) How much value to you expect to extract from the system? This, too, is a big question.
But if you really expect to just better organize your contacts and documents, then consider a low-end system. If you expect to accelerate the performance of your team across sales, service and marketing - then you should look at a more robust package. (2) How much are you willing to invest in terms of financial investment and internal time spent learning and supporting the system?
Don't discount the amount of time that it will take to adopt a CRM package. Don't discount the amount of time and money you should invest in drawing up a good plan. Don't discount the amount of time and financial commitment it will take to continuously improve the system. Be careful not to assume that your IT dept/person can handle everything - try to find someone who has 'been there and done that' on a number of occasions. If your total spend will be $500/user or less and your total time available to support a solution internally is modest, then consider options (2) and (4) below. If you are committing to an investment that will make a measurable impact on your bottom line and you are willing to spend the money it takes to attain that goal, then consider (3) or (5) below.
Okay - enough of my soapbox, here are what I think some of your obvious options are: (1) Stick with Outlook (probably not sufficient for your needs or you wouldn't have asked) (2) Go with an entry level solution. This includes: ACT!, Goldmine, Business Contact Manager (free with some versions of MS Office), Salesforce.com/Group Edition, MS CRM Online Basic Version. UPSIDE: Cost, time to implementation (these are simple tools that allow you to do basic contact management, notes/history tracking, opportunity monitoring) DOWNSIDE: Inflexible (if you can use these tools 'out of the box' with modest updates (adding some fields, etc, then they may work well for you); sales focused (these tools do not contain a lot of the detailed functionality around tracking service and marketing that the higher end tools do), Limiting (if you want to integrate with your website and/or accounting systems, you'll find that difficult to impossible with these tools).
#3 of 10 Best Customer Relationship Management Software Salesforce.com. San Francisco, California. #3 of 10 Leading Customer Relationship Management Programs of 2017 - As perhaps the best CRM solution known across the planet, Salesforce has wasted no time engaging its clients.
(3) Go with a comprehensive solution. This includes: Microsoft CRM (Online or On Premise), Salesforce.com (Professional, Enterprise or Unlimited Edition). There are others (SalesLogix, Sage CRM, SAP, etc.
But having worked with these to some extent, I believe you will find the costs are similar but that the capabilities of SF.com and MS CRM far exceed the capabilities of the others). UPSIDE: These tools are highly flexible - you can configure them to work the way your business does instead of having to change the way you do business.
They can integrate with Account, Website and other technologies (depending on how complex your needs are, this can get expensive). They provide a diverse range of functionality right out of the box. They can be used as a 'platform' for developing other applications (some of our clients use these for expense reporting, project management, document management, equipment tracking, etc). DOWNSIDE: Configuration time (you'll want to invest more time internally and/or with a partner getting these tools up and running if you choose one of them). Cost (licenses for these tolls is in the $900-$2000 per user range - Salesforce.com and MS CRM Online charges that licensing fee every year).
(4) Go with an ERP add-on. Many companies choose to purchase a module offered by their ERP vendor that provides some CRM functionality. UPSIDE: usually this is low cost and integrates with their ERP system 'out of the box' - so it is quite inexpensive to setup DOWNSIDE: functionality - these tools generally fail to provide the same functionality of even and ACT or Goldmine.
These tools also tend to be quite inflexible, limiting your ability to grow. (5) Go with a vertical solution. Depending on your industry, there are some providers that have developed specialized CRM products just for your industry. In some cases, these are custom software solutions, in others, they have built their customizations on top of existing CRM solutions. (6) Something else? There are dozens of CRM vendors out there - I seem to run into a new one every few months.
In general, you should be careful about a 'no name' provider because you do not know if they will be around for long and/or if they will be able to evolve their product to meet your needs. Hope that helps. I'm sure you will see a diverse range of opinions on EE about this question! Schuitkds, What you've asked as akin to 'What car should I buy?' Without more information on your needs, any specific suggestion would most likely be biased and unlikely to be suitable. How many users? What access types - LAN, sync to laptops, Web, PDA (Blackberry PocketPC, iPhone, etc)?
How many contacts do you expect to track? Do you want integration to phone system? Where will you be bringing data from? What types or reports do you want and what do you want to track?
Also, what internal IT infrastructure and resources do you have? Some solutions lend themselves to specific environments. And are you willing to engage a consultant to assist in the implementation?
While the entry-level solutions(eg ACT!) will have much better results with qualified advice, they can be basically setup without it if budget is really tight. The larger ones really need trained people with the right skills to setup. BTW: crm_info - A nice look at the options. I have used a similar split based on power and price: • PIM (Schedule Based with Address Book) - Outlook, Lotus Organiser - usually free as part of email systems • CM (Contact Focus) - ACT!, GoldMine, BCM - typically about $200-$500 per seat plus customisation/training • SFA (Account Focus) - SageCRM, SalesLogix, MS CRM, SalesForce, ACT!
For Lotus Notes - up to $2500 per seat • CRM (Full view) - Siebel, PeopleSoft, Amdocs - up to $15000 per seat Obviously, even within these, there is an array of variety in terms of scalability and functionality.
Not only easier to use but also much more versatile than a spreadsheet, CRM software is a contact list with a brain. It records your customers' contact information but it remembers the details of your relationship and every interaction—whether by phone or email, and nowadays across other channels such as social media or even your. That information is a gold mine of opportunity, letting you identify prospects for up- or cross-sell, convert existing customers to new products or services, target new marketing, or even track invoices. Choosing the right CRM software for your business can dramatically improve your team's and productivity, increase sales, and heighten customer satisfaction. The best CRM software can deliver those benefits because it organizes and records the institutional knowledge all businesses maintain about their customers.
Employees might use a spreadsheet to pass on information about past sales or share email threads that show a customer has been a loyal patron. But such information is often left to casual word of mouth, which means it's often missing when needed or it's entirely forgotten. CRM software keeps this information in one place, efficiently organizes it, and makes it possible to take immediate action with it. Such actions can include sending a loyal customer a gift card on their birthday or offering an up-sell opportunity to a platform from which you know their business can benefit (based on previous conversations). It's also a great way to woo back inactive customers. The key is to select the software that's right for the way your team works.
The last thing you want is to see employees fighting new software instead of interacting with the customer. CRM software isn't just about tracking and maintaining contact information.
While most look to CRM software as primarily a sales tool, it's moved beyond that space. Marketing and customer service departments can dramatically improve their offerings and operations with CRM as well by using its data to more effectively segment demographics and record and reuse customer incident information. CRM software also helps coordinate interdepartmental actions. For example, the sales team can take advantage of something a customer service representative discovered in a separate transaction. Depending upon the software you choose, you can set and measure sales goals, deliver and track campaigns, or keep an eye on what people are saying on. Pricing and Add-ons Price can be a significant factor when evaluating CRM software, but that analysis should focus on more than just the upfront costs.
Most of the CRM software we looked at offers per-user pricing but it's important to check what's included in that price and which features you actually need. Can eat up a chunk of the budget as can upgrades and ongoing support.
Consider how much it would cost to integrate the software with existing systems and whether or not you would need additional equipment. That mobile implementation looks slick on the vendor's website but will it still look that slick once you've designed the customized CRM forms your business will use every day? Does it mean the sales or customer service teams need new smartphones or maybe even tablets? These costs can quickly add up.
Taking the time investment into consideration is why trying out more than one program is key. This way, you can choose the software that will be most efficient for your company. If you have the resources to train and onboard staff and customize the software yourself, then eventually it will start to work for you. But smaller teams can't afford to invest in software that asks a lot upfront; you need something that will be up and running in a day in most cases. Read the support documentation and you'll get an idea of setup complexity and any issues you might bump into with the software you already have. Use the free evaluation period to try out important features: import data, add information manually, connect accounts, and assign tasks to other users. Take note of how helpful the software is and whether or not it creates more work.
Keep track of how often you have to consult the Help system in order to complete a basic task. As CRM software has grown more sophisticated, it has branched out into many different directions. There are plenty of options for implementing your CRM in a Software-as-a-Service (SaaS) model or for deploying it on-premises by using your own server. Cloud-based CRM is rapidly growing in popularity because it means you can quickly get up to speed and don't have to worry about managing software on your own servers, which adds complexity and cost.
You can look for the software that has deep hooks into platforms so you can record customer interactions on Facebook or Twitter. Plus, you should definitely consider CRM software that integrates with your so you can capture call and conversation information. Look closely at your business processes, discuss with employees what they need and want, and contrast that with your bottom line. By doing so, you'll quickly have an accurate picture of the right CRM software for you. It's tempting to forgo this homework and simply pay for one of the big, all-inclusive CRM software packages just to have access to every feature you might need now or in the future. But that approach will almost certainly wind up costing you more in both time and money, while probably delivering less flexibility than you'd expect. That's because these large CRM software packages are often platforms rather than tools.
This means that those myriad features they advertise are really the product of integrating with a host of third-party solution providers, not options you can simply turn on. Third-party integration means not only added licensing dollars but also new integration costs. A better approach is to understand how your employees have to use the software as well as how they want to use it.
Think about what tools your team is currently using and what processes they follow. Figure out how those tasks map to the CRM software you're evaluating. Consider what some of the most common tasks are.
For example, if the users have to dig through menus and submenus every single time they want to log a call or email, then the tool will actually complicate their jobs instead of simplify them. Form a small group of users who understand these day-to-day issues to help you in your evaluation; frontline salespeople and managers as well as IT managers are a good start. You don't want to impose a tool that actually makes key tasks more difficult or complex just so you can pay a premium for features those same employees may never touch.
More and more CRM tools are also combining the email and sales experience into a single smart inbox or centralized dashboard view to manage all or most daily communications and tasks, without leaving the CRM tool. As with any piece of software, it's essential to take advantage of free trials when available. No matter how many reviews you read or demos you watch, you can't get a real sense of how the CRM software works until you use it yourself. Be sure to have colleagues from different departments try out the software, too, so you can understand how successful it is in different situations and business processes. This way, you can eliminate programs with too many or too few features as well as understand how much training will be necessary. Most of these companies offer at least a 14-day trial (and we consider that fairly short as 30 days is better) and some, including Apptivo, Bitrix24, Insightly, and Zoho CRM offer free plans, albeit with limited features or users. These can either serve as a full-time solution for small companies or as a long-term trial for larger companies.
Apptivo, Insightly, and Zoho CRM also offer free trials as do Base CRM, PipeDrive CRM, PipelineDeals, and Salesforce Sales Cloud Lightning Professional. Ease of Use and Support CRM software must be intuitive or you'll never want to use it. Make a note of how many clicks it takes to conduct a basic task and how easy or difficult it is to find the features you need. Beyond being easy to use, CRM software should be able to manage user error. For example, if you try to conduct a task on the wrong screen or input the wrong data, then the best software will identify your error and suggest the right way to do it. On the other hand, poorly designed software will either let you make the error unchecked or will throw up an unhelpful error message.
One way to figure out if CRM software is really easy to use is by training others on how to use it. If you get stuck while training someone else, then that's worth noting. Think about the time it will take to get your team up to speed and whether or not it's worth that investment.
Finally, when you run into problems, whether it's a software bug or a problem using a feature, you'll need a responsive support team. Verify what type of support is included with your subscription and the hours of availability. If available, read through the support documentation, FAQs, and other self-service Help (options include blog entries, public knowledge bases, and even online training videos). If there aren't any self-service options, then consider that you'll have to contact support whenever you get stuck. That said, you should contact support while you're trying out software and make a note of the response time. Ask a lot of questions; this will also help you familiarize yourself with the product. CRM software is complicated but support shouldn't be.
And watch out for gaps in the support plan. Many of these solutions, especially the SaaS entries, have tiered, subscription-based pricing.
That often means different levels of support depending on the subscription you choose. If your business process requires access to the CRM on weekends, for example, then make sure you've got access to support during those hours.
Email, Mobile, and Social Features Don't get distracted by CRM capabilities you won't use. Make sure the software you ultimately select captures the information that's essential for your business, allows effective follow-up, and is easy enough to use that your team will work with it, not around it. Remember that new technologies, while slick, aren't automatically pervasive. For example, social media is a game-changing technology for interacting with customers.
But as much as social and collaboration applications such as Slack are catching on, that doesn't mean email is dead. Most customers still expect to interact with you via email, and an email can still capture much more data than a Facebook post or a tweet can. Understand how your company interacts with customers over email and make sure your CRM software acts as a complement to that relationship, not as a hindrance. CRM software should automatically capture data from email interactions, not force your employees to manually enter email data. Similarly, integrating your CRM software into your email platform means that entering the customer's name or ID in one platform automatically brings up data from the other. Take the time to also properly evaluate the mobile app; this should be considered a separate app, not just as a mobile 'capability,' and you also shouldn't be asked to pay anything extra for it. Mobile devices are an entirely different breed from desktops or notebooks.
Employees use them differently and software renders them differently, which means that business processes that involve them will behave differently. Make sure your CRM software of choice can support the mobile device platform your team uses and carefully evaluate what the app can do. Some apps offer a read-only view of your sales pipeline or contacts so that you can look up the relevant information while out and about. Those apps won't let you make updates until you get back to a computer. Others offer a seamless and responsive experience, letting you do everything you would do on a mobile device that you would on a computer (but usually presenting tools and features differently, which can be difficult for some users to get used to). Don't commit to CRM software until you've actually used the mobile app in a way you and your team would on a day-to-day basis.
Companies including Sugar CRM and Zoho cater to the mobile workforce, with full-featured, responsive apps, and mobile layouts. If you have a field sales team that leaves their laptops behinds and instead works on their tablets and smartphones, you need to give them the tools they need. Marketing Automation. The ability to act as a lynchpin for a well-planned strategy is one of the most valuable aspect of CRM software and it's a shame that not all software packages offer it—though most are beginning to get there. Marketing automation is a popular term these days and it refers to the software's ability to remind sales and marketing representatives to follow up with customers at the right time. Automation reminds you—or, in some cases, actually handles the task for you—of needed activities such as following up 30 days after a sales purchase with a coupon or calling the sales prospect 14 days after the individual signed up for a trial of the software. It can also extend to other software, such as kicking off an email marketing promotion based on criteria that are reached during a phone call with the customer, even if that call was initiated with the CRM system.
This also extends to lead management, which is a core capability of all CRM platforms. Lead management tracks and manages prospective customers (often called leads or 'opportunities') across lead generation and acquisition and throughout the sales pipeline. Lead management can be executed in more of a hands-on manner through tracking progression in a sales pipeline dashboard or reports. Some CRM software providers use a greater degree of marketing automation to trigger actions and sales stages based on lead progression. Lead management is a part of all CRM platforms but how the provider handles it can make a big difference.
Some CRM platforms have email marketing built in while others can connect with a third-party service, such as. Automation can also play a part in email marketing, where an action by a prospect, lead, or customer, triggers an email or email campaign. For example, if a user signs up for a webinar on your website, then that can trigger a series of emails about what to do next. Likewise, if a user cancels their account, then that action can trigger an off-boarding campaign that prompts them to save their data or it can trigger an incentive campaign offering discounts or other perks if they decide not to cancel after all. Automation can also mean changing the status of a customer or prospect based on an action on their part. Artificial Intelligence (AI) and are also starting to show up in CRM software. Bpm'online uses automation and predictive technology to remind users to complete tasks and guide them what to do next.
Salesforce launched its AI-based business intelligence (BI) platform, which can also provide automation across email management, lead and opportunity scoring, and forecasting. These technologies have a huge potential to save time and to help sales teams perform even better. Third-Party Integrations It's important, as we've noted, to determine which features are included with your subscription and which require a third-party add-on.
However, it's also worth looking at the software you already use to see if it's compatible with the CRM software you're considering. Maybe you already have email marketing software that you love or you want to connect your cloud storage service, tool, or customer service management platform. Alice Coltrane World Galaxy Zip Up Sweatshirt here. As we've mentioned, you'll definitely want to be able to connect your email account and perhaps your calendar, too. Integration today takes two basic forms.
The easiest is if the CRM system or the system to which you're trying to connect supports the other as a 'native' integration. That simply means that the company in question has a prebuilt integration module you can simply select, download, and implement as needed. You'll have the best luck with big-name targets here as many companies pre-build integrations for companies such as Netsuite or Salesforce, for example.
The other method is that, if both system support an open application programming interface (API), usually one based on Representational State Transfer (REST). With an API, you can have your in-house IT staff (provided they can do some coding) or an out-of-house contract programmer build a custom integration for you. That option certainly provides the most flexibility and customization but it can also add significant cost depending on the level of your coding talent. Reporting and Analytics Once you've been using CRM software to manage your leads and deals, you can see how successful you've been and where you're falling short.
Look for CRM software with reporting features that can be customized so that you can see how employees are performing and which types of customers are responding. Look for a tool that lets you export reports if you need to present high-level data to company stakeholders. Next, take that API or native integration and plug it into whatever (BI) tool your organization likes best. That's because BI can turn that humdrum CSV or PDF file reporting data into live and dashboards. These can keep you, your sales team, and anyone else with access to the CRM data completely current on sales statistics, demographic information, product popularity, and any number of other metrics. Additionally, only today's BI tools let you combine data from multiple sources—such as your CRM database on one side of the business and your warehouse and supply chain on the other—and ask complex queries that take multiple data sources into account to provide new insights that any one data source simply couldn't.
Don't Forget Security Invest in security. There's no simple way to put it.
When you're working with the sales pipeline and customer data, make sure security is top of mind—especially if you're using a SaaS-deployed CRM solution (which means not only the app but likely also a big chunk, if not all, of your customer data resides in the cloud). You should feel comfortable with the company's security requirements. It is a warning sign if your CRM software lets you select a password but doesn't generate an audit trail whenever someone makes a change, or if it doesn't let you define the access controls for each user. Customer data is an extremely valuable commodity especially now that customers are more reluctant to part with it. Securing it isn't just about maintaining privacy; it's about protecting profitable relationships that directly impact your bottom line. Integration plays a role here but it's mostly about research. From an integration standpoint, you can make sure your chosen CRM software can integrate with as much of your current IT security software as possible, such as your system, for example, so your employees can take advantage of single sign-on authentication.
But even more important than that is doing your homework. That means digging deep into the vendor's service level agreement (SLA) and ascertaining exactly where your data resides, who is responsible for its safety, and what happens if there's a problem. Doing some Google surfing to see whether this vendor has been breached in the past and what their response was is another good indicator of just what you're getting your data into.
Putting Top CRMs to the Test. In this roundup, we tested some of the most popular CRM software packages on the market today. The packages include Apptivo CRM, Base CRM, Bpm'online CRM, Freshsales CRM, Insightly CRM, Less Annoying CRM, Pipedrive CRM, Salesforce Sales Cloud Lightning Professional, SugarCRM, and Zoho CRM. We've worked hard to evaluate this CRM software with the aforementioned criteria in mind, so check out each of the reviews below to figure out which package is right for you. All have their strengths and weaknesses—some are geared more toward small to midsize businesses (SMBs) while others have broader email marketing capabilities.
Some CRM systems are easier to use out of the box, with simple navigations and standard workflows, while others offer deeper and more complicated degrees of customization. Some are dirt cheap while others can be quite expensive when you start moving up tiers, scaling up your sales workforce, or adding premium functionality. Our three favorites are Apptivo CRM, Salesforce Sales Cloud Lightning Professional, and Zoho CRM, each of which earns an Editors' Choice designation. However, depending on your business needs, the size and scope of your sales team, and the means by which your organization aims to engage and grow its lead and customer base, any one of these CRM platforms might have the right combination of price and features to work for you.
In our quest to find the best CRM (customer relationship management) platforms available, we tested full-featured native solutions and lightweight cloud products side by side. Using our replicable testing method, we identified the best CRM solutions for SMB users and reviewed dozens of other reliable CRM products. There are currently so many sophisticated CRM systems on the market that it's impossible to make a one-size-fits-all recommendation. However, in an effort to meet the needs of our diverse reader population, we named OnContact the best overall and Salesforce the best choice for cloud-only CRM services. Both OnContact and Salesforce offer diverse CRM services, but OnContact won our best pick designation because it offers cloud-based and native CRM solutions, while Salesforce only operates in the cloud. On the other hand, Salesforce is less expensive at certain subscription levels and has a slightly more user-friendly interface. In addition to selecting our favorite CRM systems, we reviewed business card scanners.
While the software that comes with most business card scanners cannot replace a feature-rich CRM, scanners are an excellent supplementary tool for CRM. Our favorite business scanner of the bunch was hands-down the PenPower WorldCard Pro. Its portable design, excellent software and easy CRM integration make it an excellent choice for business users who want to make importing contacts easier.
From functionality to scalability, OnContact earns its spot as best CRM overall. Businesses that use OnContact may choose between on-premise and cloud-based hosting as well as mobile access and international compatibility, which is ideal for companies that have employees scattered around the world.
OnContact is truly comprehensive, offering users the ability to unify marketing, sales, inventory and employee management strategies under one product. OnContact is a sophisticated platform with high-level analytics, features and administrative controls that will appeal to nearly any business that needs serious CRM power. Unlike super lightweight CRM platforms, OnContact offers collaborative features like real-time file sharing alongside serious marketing tools and third-party integrations. One popular feature of OnContact is the built-in dialing, which allows users to call clients directly from the system, and full email integration, which makes managing email marketing campaigns nearly effortless. Salesforce is a major player in the CRM arena, and it lives up to the hype.
This user-friendly cloud-based solution is an excellent choice for Mac and PC users alike. With a strong focus on intuitive contact management and sales pipelines, and a low entry-level cloud price of $25 per user per month (for up to five users only), Salesforce is a great option for businesses that are new to CRM products and want something that's easy to use right out of the box. In fact, in our rigorous tests, Salesforce came out ahead of OnContact in the Ease of Use category. Salesforce offers a staggering number of product options, which can make the shopping process a bit confusing at first, but the sheer variety of add-ons also makes it possible for SMBs to essentially create their own custom plans. In addition to SalesforceIQ, the flagship CRM product that is available in four tiers (Starter, Growth, Business and Lightning Unlimited), Salesforce offers Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud and Community Cloud, as well as additional analytics, billing, CMS and CPQ services.
Each product that's part of the Salesforce platform carries an additional price, so it's worthwhile to do the math and figure out if Salesforce is a better deal than a flat per-user fee that's more comprehensive, like OnContact offers. The PenPower WorldCard Pro is not a CRM, but it earns a place on our list because business card scanners are an excellent accessory for many CRM users. The PenPower WorldCard Pro ($128.45) is our favorite business card scanner on the market because it's lightweight, compatible with Macs and PCs, and uses text-recognition software to import the data it scans and organize it accordingly. The content of the cards you scan can be easily imported into Microsoft Office or select CRM programs, like Salesforce and ACT. PenPower WorldCard Pro is lightweight and portable, and it can connect directly to your laptop or desktop with a USB cable (included in the box), which makes this handy scanner great for organizing new leads at trade shows and other corporate events. A software disc also comes with the scanner, and it must be downloaded for the scanner to work properly.
As we mentioned, it's compatible with Macs and PCs, and the instruction manual clearly walks users through the installation and use process step by step. In the last two decades, CRM software has grown from a glorified digital contacts repository to a powerful tool that large corporations and SMBs use to manage goals and tasks interdepartmentally. By aligning sales, marketing and inventory assets, CRM makes it easier for businesses to grow strategically and sustainably. The proliferation of user-friendly CRM platforms and cloud-based CRMs (rather than client-based software) has, in recent years, exploded the adoption of CRM across many industries and led to increased innovation among competing software companies. Today, feature-rich CRMs that are easy to use, offer scheduling features, streamline the email marketing process and offer visual data reporting dominate the landscape. IBM reported in its corporate blog that, as of 2017, CRM was a $36 billion industry, with Adobe (27 percent), Salesforce (21 percent) and Microsoft (20 percent) leading the market share, and that 87 percent of all CRM systems market-wide live in the cloud.
For SMBs, there is an extensive world of CRM pricing options to explore. There are free and inexpensive lightweight CRM systems, which are best for small teams and microbusinesses, and often offer upgrades as needed. There are also heavy-duty CRM platforms that are priced higher and offer more functionality, flexibility and scalability. The amount you spend on a CRM system should be a balancing act between your current needs, your potential future needs and what you can afford. Most cloud-based services list the price per user per month but bill annually, while most native software products have a flat one-time fee per user. • Inexpensive cloud CRM systems often have a free version that's approved for up to 10 or so team members.
Usually, entry-level paid subscriptions begin at around $10 to $15 a month per active user. • Midrange cloud CRM subscriptions tend to run from $20 per month per user to $40 per month per user. • Enterprise-level cloud CRM products are available for $50 to around $75 per user each month. • High-end cloud CRM subscriptions can run upward of $250 per user each month, but such services are not necessary for most SMBs. • Client-hosted software CRM systems can run well over $900 per user. It's good to keep in mind, when considering pricing, how many members of your team will need to access the CRM. As with most business software and cloud services, the fewer users you need to onboard, the less expensive your service will be, and the easier it will be to make a lighter CRM work for you.
Editor's Note: Looking for CRM software? We can help you choose the one that’s right for you.
Use the questionnaire below to have our sister site, BuyerZone, provide you with information from a variety of vendors for free. The more you know about the type of CRM product you need, and what is available for users like you, the easier it will be to find the right deal. For SMBs, most CRM platforms offer structured pricing based on features and number of users, but getting multiple price quotes and asking for discounts is always worth a try. For larger businesses or those with a popular public image, it may be possible to negotiate for freebie features, additional customer support or add-ons in exchange for displaying the CRM in question on the 'products we use' section of the business's website. In general, though, subscription fees are what they are. If you're deciding between two levels of subscription services provided by a single CRM company, it may be worthwhile to inquire about creating your own custom plan, but again, CRM providers may be more willing to do this for large and/or high-profile clients.
How Can CRM Software Benefit Your Business? The best CRM software offers various tools to help you with your business. These tools can help you do the following: Sort potential customers. CRM software lets you target groups for notifications according to the contacts’ interests. After categorizing your groups, you can use the program to send notices to each group. These notices can include offers that are expiring soon, or customers who might be affected by a storm and could use a special sale on your winter gear.
Secure customer loyalty. Using CRM software, you can share notes about interactions you’ve had with customers across departments. This can help you avoid uncomfortable situations that might occur without proper communication between your staff. For example, your employees can see notes from previous conversations, which can be especially helpful if a customer calls in with the same problem more than once. By improving your customer service with this technique and noting customers’ buying habits, you can increase your customers’ loyalty.
Increase efficiency. CRM software can increase efficiency by combining the functions of various programs. This can save your staff from having to learn additional programs. By having your sales, marketing, customer service and other departments all using the same software, you can increase efficiency across your business. Save money and time. By combining several functions in one program, you save money by only purchasing a single system. You also have to spend less time learning new programs.
CRM Software: What We Tested, What We Found. Ease of Use In our review, we tested each program heavily for its ease of use, since we know that, as a small business, you don’t want to spend copious amounts of time learning a new system or attempting to fix difficult and unnecessary problems. Using trial periods on each CRM system, we created a mock company and completed the most important tasks with each program: adding and importing contacts, creating notes, calling contacts, and designing, creating and sending emails. Where available, we also tested inventory and employee features. For our evaluation, we looked for systems intuitive enough that we weren’t required to call a customer support line or peruse the help tabs for the most common and important tasks. Software with in-program tips received higher scores. Salesforce is the easiest to use out of the software we reviewed.
Its cloud-based system is intuitive and took the least amount of clicking around. Helpful information is easily available in the software as well. Storage & Other Requirements Even while being useful and easy to use, CRM software is an investment of both money and time.
As such, you don’t want to be required to change your software as your business expands. Thankfully, almost all of the CRM programs on our lineup offer unlimited storage and unlimited authorized users. Plan types and corresponding prices vary according to what you need, and depending on your business type, you may wish to differentiate users between departments, which most programs in our evaluation allow you to do.
We looked for software with high volumes or unlimited numbers of contacts available. CRM software can help your business create and maintain good relationships with your contacts and turn them into customers.
It can also help you communicate effectively with vendors and employees. The best CRM software offers a range of marketing tools, such as lead generation services. You should also look at the programs that are easy to use but also have all of the features that you need. What You Can Expect From Mac CRM Programs. As a Mac user, you know there are a lot of great programs out there that you can't use because they're developed for PCs only. However, there are several CRM solutions designed exclusively for Mac laptops and computers, such as Daylite and Studiometry.
Additionally, with the influx of software as a service (SaaS) and cloud-based applications, there's more variety for Mac users. Regardless of which CRM software you choose for your Mac users, they all include the same basic features. Email integration is a given because at its heart, CRM software is contact management software. Importing and exporting data is another basic requirement because you're handling long lists of contacts that need to be moved from program to program. Contact timelines are included, so you can quickly see how often a client has been in contact with one of your employees. Document management capabilities, which let you upload and save important files in the client portals, are vital for several industries, including medical, legal, finance, real estate and insurance.
All of these programs let you manage those files easily, or they allow you to integrate with apps like Google Docs. Sales teams collaborate on a variety of tasks, such as marketing strategies and combined efforts to land a sale. All of the CRM programs in our lineup allow for sales collaboration. Finally, reports are critical so can analyze your sales, email campaigns and invoices. Paying for Mac Software: Cloud vs. On-Premises Solutions If it's important to you to buy a software license, then you only have a handful of options.
You'll likely pay more upfront – the lowest-priced application starts at about $200 per user – but you won't be stuck with monthly payments. The convenience of using a cloud-based CRM solution, though, may outweigh the burden of monthly fees. You can get the platform for an unlimited number of users at a fraction of the cost of actual licenses.
Also, you don't have to pay for any upgrades, and there's no software to install. You might even save money if you pay for a full year of subscriptions – many CRM software companies offer discounts. Best Business Card Scanner.
Business cards are still the quickest way to gather potential lead information, but lugging around pockets full of business cards isn't very comfortable and the Rolodex is no longer in style. Not to mention, hand entering each business contact into your Outlook, CRM program or phone contact list takes a lot of time. Most people end up dumping business cards into a drawer, then frantically sift through them later when they realize they need to reach out to an important contact. Business card readers allow you to quickly scan business cards and save the digitalized images in contact programs for easy access later.
You can take portable devices with you on the go, and mobile apps are even more convenient, allowing you to simply snap a picture of the card – your phone can then automatically enter, sort and save the information on the card in your contact list. Business card scanner applications also have scanning functionality and can easily be installed on your smartphone or tablet. Business Card Scanners: What to Look For Most physical scanners come with a USB cable so you can connect it to your computer or laptop, both to power the device and transfer scanned images to the software. Most devices come with either a physical disc or instructions for downloading compatible programs. It should also come with a calibration card, which is used when the device needs cleaning. Here are some additional features and options we used to compare card scanners in our review of the best business card scanners on the market.
Features One of the most important features to look for when buying a business card scanner is the ability to auto populate. This means the scanner recognizes the contact information from the scanned card and automatically fills in the text fields in your contact program.
The best scanners are compatible with Outlook and other email programs, and some may even be compatible with your contact management software. Two-sided scanning is also an important feature. When you buy a scanner that doesn’t scan both sides of a card at the same time, you have to take the time to manually flip and rescan the back side. As part of the testing process, we attempted to scan a variety of business cards, including those printed on cork, wood, plastic, recycled paper and thick cardstock.
We looked at how well the devices scanned when specialty inks and finishes were used and when the cards were cut in specialty shapes. Business card scanners with high versatility scores clearly scanned cards printed with white ink on black backgrounds, foil inks, embossing and raised lettering. The best card scanners effectively use optical character recognition, or OCR, to identify text and auto fill text fields. Several can decipher cards in different languages and translate the text before saving the information. Scanner Specifications A business card scanner should be small enough to slip into a laptop bag, purse or even your pocket.
That way, you always have it on hand when you need to scan cards and save information. Look for a device that scans quickly, at a rate of around 10 cards per minute. Also, consider whether you need the device for a PC or Mac, since there are a limited number that are compatible with each. It is also important to know how much computer memory the software takes up when you install and use it. The size of the card scanner you choose should partly depend on where and how you plan to use it. If you are always on the go, consider a small unit capable of scanning only business cards or a mobile app that turns your cell phone or tablet into a scanner; this completely eliminates the need to carry an additional item with you to your business meetings or conventions.
If you plan to scan most business cards at your desk, a larger device may be more feasible, especially if you also scan larger documents such as important letters or contracts. Help & Support Business card scanners are extremely user-friendly and shouldn't require much additional help for set up or use. However, electronics are renowned for their ability to break at the worst possible times. If you come across any problems, you should be able to contact the manufacturers through email and telephone support.
FAQs sections and online copies of user manuals are useful in finding quick answers to common questions and problems. Your business card scanner should come with an industry-standard one-year warranty.