If there is something fundamental for companies is a good CRM system. These software help us in the day to day management, monitoring, etc. of the data and information that is present in our company.
Generally speaking, CRM - "Customer Relationship Management" - is software that helps us in the day-to-day management of our customer relationships. These relationships are managed in all possible channels and departments: from marketing and sales, to technical support and customer service.
Here are 7 of the best CRMs for business and some of their most interesting features:
1. Salesforce
This CRM allows you to make the most of the most communicative part of the software with Chatter, the software's "social network".
Your entire team will be able to access the corporate data needed to carry out this management from any device. In this way, all team members are perfectly coordinated with their tasks.
In addition, it offers the possibility that the reports that we receive on different relevant events are 100% customizable, as well as the fact of being able to keep track of each event and task or on our accounts or contacts.
As an advantage, this software is one of the most reliable as it is one of the most popular and widespread and can also be integrated with other software. It has a large number of customizable options. In addition, it adapts perfectly to the dimensions of your company, so it is highly recommended.
It is worth mentioning that it has other tools such as Ideas and Jigsaw that make it even more attractive, especially if you are oriented to sales processes for B2B companies. In addition, with the recent acquisition of Radian6, it includes improvements in monitoring for customer service management.
If you want to know more about Salesforce and how it works, visit our post.
2. Base
This CRM provides you with a large number of tools that will help you complete all the tasks you have to perform in your day to day. Practically everything is configurable, from the integration of the actions to be carried out to the automatic records of the calls to fill in the customizable fields.
This is a great advantage, plus it is updated very frequently. In addition, you can make calls directly within their system.
Perhaps the most problematic thing about Base is that it is quite complicated to import the information we need in our daily work. It can be difficult to get used to its contact information fields.
3. Microsoft Dynamics
Every day the business world is more mobile and more social, so your business needs to move quickly when it comes to, for example, sharing information of any kind, in order to be successful in achieving your goals.
You need to be connected to your customers in the best possible way, and the integration of the more social media aspect of Dynamics in this process is very attractive.
The fact that Dynamics is on this list is because it allows your marketing, sales, etc. to be captured in the best possible way in the services to our customers. The tools that we will use with this CRM are extremely professional, so you will quickly notice that you are using a very powerful software that offers many possibilities.
The main advantage is that there are an infinite number of ways to implement this software. In addition, for a better experience, it is updated very frequently.
As a disadvantage, like Salesforce, it is quite expensive and requires a lot of time to learn how to use it correctly. To give you an idea, the most advanced options and functions require programming knowledge.
4. Salesnet
This CRM is one of the most customizable, and systems such as Call Centers and ERP can be integrated.
It easily shares customer data throughout the company, reducing data entry time, being able to manage campaigns, contacts, tasks or notes to and from Salesnet. This can be done in real time or in the time intervals that best suit our needs.
The main disadvantage is that it does not offer Social CRM tools and is quite expensive.
As an advantage to highlight is that there are plenty of tutorials to learn how to use it correctly and that it can easily be used by the whole team. In addition, the staff that has developed and maintains this CRM is very productive and attentive in case you have any doubts.
5. Netsuite
Netsuite gives you a detailed 360-degree view of your customers, as well as being the only on-demand CRM to do this. It offers a great service and in this sense it manages to help us close more deals, as all our customer data is very accessible to any team in our company that needs it.
This CRM excels in customer relationship management. Your team can see all customer transactions and interactions, automatically cross-sell and upsell to existing customers, and know what they buy, need and/or want, and easily see pending orders, service issues or overdue invoices, and have a complete view of the customer at all times.
One of the best advantages that Netsuite offers is that with it you can create high quality reports, plus Netsuite will automate as much as possible the most tedious and simple tasks.
However, it is complicated to manage.
Duplicate customer profiles can be created, which can lead to confusion among team members, so for these reasons and others, you may need a full-time administrator to manage this CRM.
6. AllProWebTools
If what you need is an alternative that allows you to track your leads to the point of sale and beyond, this is the tool you've been looking for.
In addition, AllProWebTools is one of the most affordable, and it also has a lot of really useful training videos. On the other hand, it integrates with other tools and your website; including marketing reports and allowing your sales team to call directly through the system.
Configuration is easy and technical support is available if needed.
On the downside, this system does not integrate directly with QuickBooks.
7. Sugar
This CRM is perhaps one of the most complete that perfectly automates your marketing, sales and customer service related processes, with very professional web tools.
Sugar is a program with many features that will make you get enviable insights for your business.
Unlike other CRMs on the market, Sugar is an ideal alternative for startups, since it is easy to learn to use from the beginning.
The interface is very intuitive and that will save us a lot of time. In addition, it is relatively affordable and offers excellent technical support if you have questions.
On the downside, it does not have as many functionalities and features as the ones described above. You will need to implement it with other software often. Also, it occasionally has technical problems and on weekends it doesn't always work properly.
Extra: Efficy
As an "extra ball" there is an 8th online CRM service that is worth mentioning, because of its growing popularity in SMEs and startups as well as in medium and large companies, and because it is a European company with an offer available in Spanish. It is Efficy, which has become well known among European companies for its innovative content strategy, and for its ease of use. Its greatest advantage is precisely that: unlike other large CRMs such as those mentioned above, Efficy is flexible, easy to use and to implement, and with affordable prices for all types of customers, and with an orientation to all businesses.
If you are interested and want to know more, take a look at our programs to get a global vision to get your business off the ground. In addition, you now have the opportunity to train as a Salesforce professional with our ISDI CRM project. Here you will find all the information about Salesforce, as well as our training offer to become a certified expert.
< 1. Salesforce >
This CRM allows you to make the most of the most communicative part of the software with Chatter, the software's "social network".
Your entire team will be able to access the corporate data needed to carry out this management from any device. In this way, all team members are perfectly coordinated with their tasks.
In addition, it offers the possibility that the reports that we receive on different relevant events are 100% customizable, as well as the fact of being able to keep track of each event and task or on our accounts or contacts.
As an advantage, this software is one of the most reliable as it is one of the most popular and widespread and can also be integrated with other software. It has a large number of customizable options. In addition, it adapts perfectly to the dimensions of your company, so it is highly recommended.
It is worth mentioning that it has other tools such as Ideas and Jigsaw that make it even more attractive, especially if you are oriented to sales processes for B2B companies. In addition, with the recent acquisition of Radian6, it includes improvements in monitoring for customer service management.
If you want to know more about Salesforce and how it works, visit our post.
< 2. Zendesk >
This CRM puts at your disposal a large number of tools that will help you complete all the tasks you have to perform in your day to day. Practically everything is configurable, from the integration of the actions to be carried out to the automatic records of the calls to fill in the customizable fields.
This is a great advantage, plus it is updated very frequently. In addition, you can make calls directly within their system.
Perhaps the most problematic thing about Base is that it is quite complicated to import the information we need in our daily work. It can be difficult to get used to its contact information fields.
Generally speaking, CRM - "Customer Relationship Management" - is software that helps us in the day-to-day management of our customer relationships. These relationships are managed in all possible channels and departments: from marketing and sales, to technical support and customer service.
Here are 7 of the best CRMs for business and some of their most interesting features:
1. Salesforce
This CRM allows you to make the most of the most communicative part of the software with Chatter, the software's "social network".
Your entire team will be able to access the corporate data needed to carry out this management from any device. In this way, all team members are perfectly coordinated with their tasks.
In addition, it offers the possibility that the reports that we receive on different relevant events are 100% customizable, as well as the fact of being able to keep track of each event and task or on our accounts or contacts.
As an advantage, this software is one of the most reliable as it is one of the most popular and widespread and can also be integrated with other software. It has a large number of customizable options. In addition, it adapts perfectly to the dimensions of your company, so it is highly recommended.
It is worth mentioning that it has other tools such as Ideas and Jigsaw that make it even more attractive, especially if you are oriented to sales processes for B2B companies. In addition, with the recent acquisition of Radian6, it includes improvements in monitoring for customer service management.
If you want to know more about Salesforce and how it works, visit our post.
2. Base
This CRM provides you with a large number of tools that will help you complete all the tasks you have to perform in your day to day. Practically everything is configurable, from the integration of the actions to be carried out to the automatic records of the calls to fill in the customizable fields.
This is a great advantage, plus it is updated very frequently. In addition, you can make calls directly within their system.
Perhaps the most problematic thing about Base is that it is quite complicated to import the information we need in our daily work. It can be difficult to get used to its contact information fields.
3. Microsoft Dynamics
Every day the business world is more mobile and more social, so your business needs to move quickly when it comes to, for example, sharing information of any kind, in order to be successful in achieving your goals.
You need to be connected to your customers in the best possible way, and the integration of the more social media aspect of Dynamics in this process is very attractive.
The fact that Dynamics is on this list is because it allows your marketing, sales, etc. to be captured in the best possible way in the services to our customers. The tools that we will use with this CRM are extremely professional, so you will quickly notice that you are using a very powerful software that offers many possibilities.
The main advantage is that there are an infinite number of ways to implement this software. In addition, for a better experience, it is updated very frequently.
As a disadvantage, like Salesforce, it is quite expensive and requires a lot of time to learn how to use it correctly. To give you an idea, the most advanced options and functions require programming knowledge.
4. Salesnet
This CRM is one of the most customizable, and systems such as Call Centers and ERP can be integrated.
It easily shares customer data throughout the company, reducing data entry time, being able to manage campaigns, contacts, tasks or notes to and from Salesnet. This can be done in real time or in the time intervals that best suit our needs.
The main disadvantage is that it does not offer Social CRM tools and is quite expensive.
As an advantage to highlight is that there are plenty of tutorials to learn how to use it correctly and that it can easily be used by the whole team. In addition, the staff that has developed and maintains this CRM is very productive and attentive in case you have any doubts.
5. Netsuite
Netsuite gives you a detailed 360-degree view of your customers, as well as being the only on-demand CRM to do this. It offers a great service and in this sense it manages to help us close more deals, as all our customer data is very accessible to any team in our company that needs it.
This CRM excels in customer relationship management. Your team can see all customer transactions and interactions, automatically cross-sell and upsell to existing customers, and know what they buy, need and/or want, and easily see pending orders, service issues or overdue invoices, and have a complete view of the customer at all times.
One of the best advantages that Netsuite offers is that with it you can create high quality reports, plus Netsuite will automate as much as possible the most tedious and simple tasks.
However, it is complicated to manage.
Duplicate customer profiles can be created, which can lead to confusion among team members, so for these reasons and others, you may need a full-time administrator to manage this CRM.
6. AllProWebTools
If what you need is an alternative that allows you to track your leads to the point of sale and beyond, this is the tool you've been looking for.
In addition, AllProWebTools is one of the most affordable, and it also has a lot of really useful training videos. On the other hand, it integrates with other tools and your website; including marketing reports and allowing your sales team to call directly through the system.
Configuration is easy and technical support is available if needed.
On the downside, this system does not integrate directly with QuickBooks.
7. Sugar
This CRM is perhaps one of the most complete that perfectly automates your marketing, sales and customer service related processes, with very professional web tools.
Sugar is a program with many features that will make you get enviable insights for your business.
Unlike other CRMs on the market, Sugar is an ideal alternative for startups, since it is easy to learn to use from the beginning.
The interface is very intuitive and that will save us a lot of time. In addition, it is relatively affordable and offers excellent technical support if you have questions.
On the downside, it does not have as many functionalities and features as the ones described above. You will need to implement it with other software often. Also, it occasionally has technical problems and on weekends it doesn't always work properly.
Extra: Efficy
As an "extra ball" there is an 8th online CRM service that is worth mentioning, because of its growing popularity in SMEs and startups as well as in medium and large companies, and because it is a European company with an offer available in Spanish. It is Efficy, which has become well known among European companies for its innovative content strategy, and for its ease of use. Its greatest advantage is precisely that: unlike other large CRMs such as those mentioned above, Efficy is flexible, easy to use and to implement, and with affordable prices for all types of customers, and with an orientation to all businesses.
If you are interested and want to know more, take a look at our programs to get a global vision to get your business off the ground. In addition, you now have the opportunity to train as a Salesforce professional with our ISDI CRM project. Here you will find all the information about Salesforce, as well as our training offer to become a certified expert.
< 1. Salesforce >
This CRM allows you to make the most of the most communicative part of the software with Chatter, the software's "social network".
Your entire team will be able to access the corporate data needed to carry out this management from any device. In this way, all team members are perfectly coordinated with their tasks.
In addition, it offers the possibility that the reports that we receive on different relevant events are 100% customizable, as well as the fact of being able to keep track of each event and task or on our accounts or contacts.
As an advantage, this software is one of the most reliable as it is one of the most popular and widespread and can also be integrated with other software. It has a large number of customizable options. In addition, it adapts perfectly to the dimensions of your company, so it is highly recommended.
It is worth mentioning that it has other tools such as Ideas and Jigsaw that make it even more attractive, especially if you are oriented to sales processes for B2B companies. In addition, with the recent acquisition of Radian6, it includes improvements in monitoring for customer service management.
If you want to know more about Salesforce and how it works, visit our post.
< 2. Zendesk >
This CRM puts at your disposal a large number of tools that will help you complete all the tasks you have to perform in your day to day. Practically everything is configurable, from the integration of the actions to be carried out to the automatic records of the calls to fill in the customizable fields.
This is a great advantage, plus it is updated very frequently. In addition, you can make calls directly within their system.
Perhaps the most problematic thing about Base is that it is quite complicated to import the information we need in our daily work. It can be difficult to get used to its contact information fields.