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The best CRM software: fundamental tools in Marketing
CRM is the acronym for Purchaser Relationship Management and
refers to the management of customer relationships. It is an application or
software whose essential function is to collect all the information related to
the history of company-client interactions (emails, calls, purchases ...).
Therefore, in general terms, it serves to achieve greater
personalization (an essential element to
achieve that they value us), improve customer acquisition, achieve their
loyalty , improve external and internal communication and, of course, increase
sales.
CRM: all information about customers on the same platform
CRM is used,
therefore, as an internal tool for the company to improve productivity, keeping
all the information related to customers in the same space. Thus, through the
CRM tasks are distributed, purchases are recorded, sales are tracked, reports
are made all the communication we have with our current, past and future
clients.
It has not ever surprised you that you received an email
from that store where you had not bought for a long time. What detail that they
remembered precisely of you, right? That is what CRM achieves, improve the
relationship with customers, personalize their messages.
What should you contemplate when choosing a CRM
When choosing a CRM you have to take into account several
aspects , especially the following:
• The
objectives of your business : to hire one package or another depending on the
needs of your company, boost growth if you are starting and manage the entire
client portfolio when you are older.
• Company size and budget: a free CRM can give you the option of having a limited (and low) number of users, so if you have a large company or plan to grow, techwadia it is better to opt for a paid one. The same goes for the number of clients you can manage.
• Activity
sector.
• Storage
that you are going to need according to the volume of clients, for example.
• Reports
that the CRM will provide : are they enough or do you need more detailed
information?
1. ZOHO, useful if you are starting
If you are just initial out or are an entrepreneur, ZOHO has
several options for you, starting with the free version that includes up to 3
users . The functions are quite limited and the sales forecast, among others,
is lacking, so if it falls short as you grow, you can evaluate the other plans:
standard, professional and company.
However, if you're starting out you don't have a budget but
you don't want to give up having good storage, you should consider HubSpot's
free tool.
2. HubSpot CRM, do you need intuitive software for your SME?
HubSpot is an Inbound Marketing platform whose purpose is to
attract visitors, convert them into registrations and later into sales. The
quality of the service and the content makes them satisfied and repeat the
experience. The software is therefore dedicated to email marketing , SEO ,
Social Media , Analytics , Marketing Automation , landing pages ...
Its CRM tool is free
. According to them "you can enjoy 1,000,000 contacts, users and storage
with no expiration date, regardless of the size of your team." Still, you
can add an additional analysis tool called Sidekick for Business .
3. Salesforce , perfect for large companies
It is one of the best known, the number 1 company in the
world to work for, according to the consultancy Great Places to Work, in 2017
and 2018, consecutively. It has a somewhat high cost and a volume of
functionalities and a design that can make it difficult to use, while the
previous mentioned softwares are more intuitive. The main advantage is the large
number of reports it generates , of practically everything you need, and in
just a few clicks.
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